Cynthia Courtney
Senior Private Client Account Manager at Rutherfoord, a Marsh & McLennan Agency LLC Company- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
CPIA
Professional Insurance Agents of VirginiaSep, 2014- Oct, 2024 -
ACSR
Independent Insurance Agents of VirginiaNov, 2013- Oct, 2024 -
Property Casualty License
Independent Insurance Agents of VirginiaJun, 1993- Oct, 2024
Experience
-
Marsh McLennan Agency, formally known as Rutherfoord
-
United States
-
Insurance
-
100 - 200 Employee
-
Senior Private Client Account Manager
-
Jan 2010 - Present
Analyze existing insurance programs to locate potential risk exposures; present alternative insurance solutions via insurance portfolios to new prospective clients that offer the most comprehensive coverage’s for high net-worth individuals, and high profile clients. Account management of personal lines private accounts: review, prepare and deliver annual renewal summary of insurance with renewal recommendations; act as a liaison between clients and insurance carriers Analyze existing insurance programs to locate potential risk exposures; present alternative insurance solutions via insurance portfolios to new prospective clients that offer the most comprehensive coverage’s for high net-worth individuals, and high profile clients. Account management of personal lines private accounts: review, prepare and deliver annual renewal summary of insurance with renewal recommendations; act as a liaison between clients and insurance carriers
-
-
-
USI Insurance Services
-
United States
-
Insurance
-
700 & Above Employee
-
Personal Lines Account Manager
-
Jun 2007 - Mar 2009
Managed clients Homeowner, Auto, Umbrella, Personal Articles, Dwelling Fire and Boat Policies which consisted of reviewing coverage for renewal, remarket for better rate or servicing the account by endorsing, billing or claim issue. • Cross-sold existing clients to round accounts for better retention. • Quoted and underwrote new business prospects for placement with the large array of companies while working closely with the Insurance Company for placement of the business. • Client files managed in Sagitta with CBDdoc Electronic Filing System • Managed expiration reports, diaries, cancellations, change requests in an efficient and timely manner
-
-
-
-
Personal Lines Manager
-
Oct 1998 - Jun 2007
Managed all Personal Lines business for the office and replaced and/or re-marketed business through Surplus Lines, Standard and Non-Standard markets. Responsible for maintaining and updating rating software and manuals. Met with new and existing customers to present insurance coverage options and recommendations• Extensive use of AMS Rating and AFW-Online Support Team to Troubleshoot rating errors in software and download to agency management system from Insurance Company • Managed client in AMS
-
-
-
-
Personal Lines Manager
-
Jun 1993 - Sep 1998
Underwrote the placement of Personal Lines Business with various companiesMaintained and serviced customer accounts. Replaced business that is set to non-renew or roll-overs to other markets. Worked with Clients to resolve questions, concerns and complaints regarding billing matters, shopping of coverage and other coverage questions involving policy language and claim situations. Billed Accounts in Applied system for Producer commission splits Underwrote the placement of Personal Lines Business with various companiesMaintained and serviced customer accounts. Replaced business that is set to non-renew or roll-overs to other markets. Worked with Clients to resolve questions, concerns and complaints regarding billing matters, shopping of coverage and other coverage questions involving policy language and claim situations. Billed Accounts in Applied system for Producer commission splits
-
-
-
Travelers
-
United States
-
Insurance
-
700 & Above Employee
-
Personal Lines Account Processor
-
Jun 1984 - Mar 1993
Screened and underwrote new accounts, changes, and renewals with high standards of quality, productivity and low error ratio. Received “People are Tops” award three times 1989, 1991 and 1993 for my customer service and going the extra mile to assist the customer above and beyond the job description that resulted in retaining client. Screened and underwrote new accounts, changes, and renewals with high standards of quality, productivity and low error ratio. Received “People are Tops” award three times 1989, 1991 and 1993 for my customer service and going the extra mile to assist the customer above and beyond the job description that resulted in retaining client.
-
-
Community
