Emily DiVittorio
Lead Client Advocate at J.E.D Insurance and Financial Services Agency, Inc.- Claim this Profile
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Bio
Kevin Lackey
Emily is detail oriented and has an incredible ability to get the job done. Her knowledge of commercial insurance and commitment to the client is nothing short of stellar. Even under tight deadlines she always comes thru & as important, she’s just fun to be around. In a fast paced & stressful environment like ours, that goes a very long way.
Kevin Lackey
Emily is detail oriented and has an incredible ability to get the job done. Her knowledge of commercial insurance and commitment to the client is nothing short of stellar. Even under tight deadlines she always comes thru & as important, she’s just fun to be around. In a fast paced & stressful environment like ours, that goes a very long way.
Kevin Lackey
Emily is detail oriented and has an incredible ability to get the job done. Her knowledge of commercial insurance and commitment to the client is nothing short of stellar. Even under tight deadlines she always comes thru & as important, she’s just fun to be around. In a fast paced & stressful environment like ours, that goes a very long way.
Kevin Lackey
Emily is detail oriented and has an incredible ability to get the job done. Her knowledge of commercial insurance and commitment to the client is nothing short of stellar. Even under tight deadlines she always comes thru & as important, she’s just fun to be around. In a fast paced & stressful environment like ours, that goes a very long way.
Credentials
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Associate in Insurance Services
The InstitutesJun, 2018- Nov, 2024 -
Accredited Adviser in Insurance
The Institutes -
Certified Insurance Counselor
The National Alliance for Insurance Education & Research -
Certified Insurance Service Representative
The National Alliance for Insurance Education & Research
Experience
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J.E.D Insurance and Financial Services Agency, Inc.
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United States
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Insurance
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1 - 100 Employee
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Lead Client Advocate
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Oct 2016 - Present
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Northeast Insurance Agency, Inc.
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United States
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Insurance
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1 - 100 Employee
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Commercial Lines Account Manager
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Aug 2001 - Oct 2016
Commercial lines customer service for small to medium size accounts.Analyzes client needs, coverage forms and quotations.Completes applications, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.Orders and issues binders, certificates, policies, endorsements and other related items.Verifies their accuracy; forwards them to client with appropriate correspondence.Determines if direct or agency billing is appropriate and invoices accordingly.Prepares summaries of insurance, schedules and proposals as needed.Processes renewals according to agency procedures.Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.Verifies policy and policy change information, facilitating corrections when necessary.Assists customer as needed including answering questions and explaining coverages. Show less
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Personal Lines Account Manager
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Mar 1997 - Aug 2001
Personal Lines insurance customer serviceAnalyzes client needs, coverage forms and quotations.Completes applications, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.Orders and issues binders, certificates, policies, endorsements and other related items.Verifies their accuracy; forwards them to client with appropriate correspondence.Processes renewals according to agency procedures.Verifies policy and policy change information, facilitating corrections when necessary.Assists customer as needed including answering questions and explaining coverages. Show less
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Receptionist
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Aug 1995 - Mar 1997
Answered phones, filing, clerical work as needed. Handled payments, general questions and assisted customer service representatives as needed.
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Education
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Walpole High School
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