Chelsea Neal

Account Manager at Roeding Insurance Group | a Houchens Industries, Inc. Company
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Contact Information
us****@****om
(386) 825-5501
Location
Lexington, Kentucky, United States, US

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Bio

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Credentials

  • Real Estate Sales Associate
    Kentucky Real Estate Commission
    Nov, 2016
    - Nov, 2024
  • Insurance Agent, Property & Casualty
    DEPARTMENT OF INSURANCE FOR STATE OF KENTUCKY
    May, 2016
    - Nov, 2024

Experience

    • Account Manager
      • Apr 2014 - Present

      -Maintain direct communication and build relationships with both insureds and insurance carriers -Gather applications/submit quote requests to carriers -Analyze and compare quotes vs. current coverages -Finalize proposals for accounts and process renewal policies -Invoice clients and follow up on all delinquent accounts receivables -Submit change requests, process endorsements -Help assist with claim submissions, file all claims/correspondence -Provide clients binders… Show more -Maintain direct communication and build relationships with both insureds and insurance carriers -Gather applications/submit quote requests to carriers -Analyze and compare quotes vs. current coverages -Finalize proposals for accounts and process renewal policies -Invoice clients and follow up on all delinquent accounts receivables -Submit change requests, process endorsements -Help assist with claim submissions, file all claims/correspondence -Provide clients binders, certificates of insurance, billing and auto ID cards -Manage account information in agency database -Report all monthly commissions and provide quarterly new business reports Show less -Maintain direct communication and build relationships with both insureds and insurance carriers -Gather applications/submit quote requests to carriers -Analyze and compare quotes vs. current coverages -Finalize proposals for accounts and process renewal policies -Invoice clients and follow up on all delinquent accounts receivables -Submit change requests, process endorsements -Help assist with claim submissions, file all claims/correspondence -Provide clients binders… Show more -Maintain direct communication and build relationships with both insureds and insurance carriers -Gather applications/submit quote requests to carriers -Analyze and compare quotes vs. current coverages -Finalize proposals for accounts and process renewal policies -Invoice clients and follow up on all delinquent accounts receivables -Submit change requests, process endorsements -Help assist with claim submissions, file all claims/correspondence -Provide clients binders, certificates of insurance, billing and auto ID cards -Manage account information in agency database -Report all monthly commissions and provide quarterly new business reports Show less

    • Real Estate
    • 1 - 100 Employee
    • Real Estate Agent
      • Jan 2019 - Present

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Agent
      • Oct 2016 - Jan 2019

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Server
      • Mar 2015 - Nov 2016

    • United States
    • Food & Beverages
    • 100 - 200 Employee
    • Server
      • May 2011 - Aug 2014

      Server at Malones & Harry's Server at Malones & Harry's

Education

  • University of Kentucky Department of Communication
    Bachelor of Arts - BA, Health Communication
    2010 - 2015

Community

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