Elizabeth Gill, ARM, AAI, CISR

Account Executive at The Barclay Group
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Contact Information
Location
Greater Philadelphia
Languages
  • English Native or bilingual proficiency
  • Portuguese Native or bilingual proficiency

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Bio

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Credentials

  • ARM, AAI, CISR
    -

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Executive
      • Dec 2016 - Present

      Personal Lines Account Executive Personal Lines Account Executive

    • United States
    • Insurance
    • 1 - 100 Employee
    • Personal Lines & Claims Tech Processer
      • Nov 2007 - Nov 2015

      Responsible for the follow up on all paperwork and activities within both the Claims and Personal Lines Departments Process Customer Payments Process all endorsement requests on each company website. Responsible for providing all personal lines quotes with the 10+ carriers represented by Rue Insurance. Assist and distribute incoming mail and walk-in clients. Take Personal Lines & Commercial Lines first reports; act as liaison between the insured and the carriers. Responsible… Show more Responsible for the follow up on all paperwork and activities within both the Claims and Personal Lines Departments Process Customer Payments Process all endorsement requests on each company website. Responsible for providing all personal lines quotes with the 10+ carriers represented by Rue Insurance. Assist and distribute incoming mail and walk-in clients. Take Personal Lines & Commercial Lines first reports; act as liaison between the insured and the carriers. Responsible for assisting both Personal Lines and Claims representatives as requested.

    • Commercial Lines Tech Processor
      • Sep 2004 - Nov 2007

      Responsible for reviewing new and renewal policies for accuracy. Responsible for reviewing endorsements and audits for correct premium and accuracy; invoice all transactions. Issue certificates of insurance and ID cards as well as follow up on any and all outstanding activities Process on-line carrier change requests.

    • Account Manager
      • Sep 2001 - Sep 2004

      Serviced the Public Auto book of business. Marketing of Renewals and New Business. Process change requests and follow up on outstanding activities. Invoiced and completed finance agreements. IT Dept and worked with Applied Systems when our office had computer issues. Serviced the Public Auto book of business. Marketing of Renewals and New Business. Process change requests and follow up on outstanding activities. Invoiced and completed finance agreements. IT Dept and worked with Applied Systems when our office had computer issues.

Education

  • South Jersey Professional School of Business
    Property & Casualty License, Insurance
    2001 - 2001

Community

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