Experience

Oswald Companies

• United States
• Insurance
• 300 - 400 Employee

• Operations Leader, Personal Lines

  • Apr 2023 - Present

• Team Leader/Client Executive

  • Oct 2022 - May 2023

• Team Leader/Associate Client Executive

  • Nov 2019 - Nov 2022

• Team Leader/Client Manager, Personal Lines

  • Jun 2016 - Nov 2019

• Client Manager

  • Aug 2012 - Jun 2016

  - Responsible for managing and retaining assigned book of business- Lead on Group Excess accounts- Advises insureds, prospects, and wealth advisors on personal lines insurance regarding coverages, policy information, billing, marketing solutions, etc. - Primary contact for designated insurance reviews which may be done via email, phone, or in person.- Collaborates with colleagues, sales executives, and management on various departmental/individual projects. Serves as team lead on select projects.- Establishes relationships with insurance carriers and underwriters to better understand their market, capabilities, and negotiate as needed on client accounts. - Utilizes technology within department to work efficiently, document, and prepare insurance reports for clients including stewardship reports and summaries. Show less

• Market Placement Specialist

  • Oct 2010 - Aug 2012

  - Responsible for quoting, issuing, and documenting new and existing business related to personal lines insurance while adhering to strict deadlines with Business Development- Remain current on underwriting guidelines for 20+ carrier companies, quoting systems, and procedures- Service specific individual high net worth accounts- Client manager and coordinator for all Group Excess accounts - Supports team through sharing expertise/cross training, and presentations of personal lines material. Show less

• Client Service Administrator

  • Feb 2008 - Oct 2010

  - Performed tasks specific to assisting Client Managers in the management of their books of business including data entry (Vision), stewardship reports, summaries of insurance, proposals, etc.- Processed daily high volume of changes to insurance policies, ensured all were received and correct- Communicated with other departments, carrier companies, and clients to resolve issues and problems

• General Support

  • Jan 2007 - Feb 2008