Ilene Marshall, CIC, CISR
Commercial Lines Client Manager at Koppinger & Associates- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certificated Insurance Counseler
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Experience
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Koppinger & Associates
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United States
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Insurance
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1 - 100 Employee
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Commercial Lines Client Manager
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Jun 2015 - Present
As a client manager, it is important to interact with current and new clients on a daily basis to assist with their needs including renewals, contract review for certificates of insurance, policy changes, claims etc. Also, act as a "go between" for company underwriters and clients to assure we are providing the best possible product for our client. As a client manager, it is important to interact with current and new clients on a daily basis to assist with their needs including renewals, contract review for certificates of insurance, policy changes, claims etc. Also, act as a "go between" for company underwriters and clients to assure we are providing the best possible product for our client.
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BakerHopp Insurance Group
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United States
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Insurance
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1 - 100 Employee
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Manager Entrepreneurial Business Unit
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Jun 2012 - Jun 2015
As manager of the entrepreneurial business unit, I was responsible for a very large and diversified book of business including processing renewals, endorsements, certificates of insurance, audits, claims and other customer requests. Quoting and selling new business accounts was another important part of the daily activities. As manager of the entrepreneurial business unit, I was responsible for a very large and diversified book of business including processing renewals, endorsements, certificates of insurance, audits, claims and other customer requests. Quoting and selling new business accounts was another important part of the daily activities.
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Worden Insurance Agency Inc
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Insurance
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1 - 100 Employee
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Commercial Lines Lead Account Manager
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Mar 2011 - Jun 2012
Assisting producers with quoting new business and interacting with companies for quotes. Process renewals, endorsements, certificates of insurance, claims etc for clients. Assisting producers with quoting new business and interacting with companies for quotes. Process renewals, endorsements, certificates of insurance, claims etc for clients.
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WTW
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United Kingdom
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Financial Services
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700 & Above Employee
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Commercial Lines Client Manager - Middle Market
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Nov 1987 - Feb 2011
Middle market client service manager with knowledge in all lines of commercial insurance including bonds and Excess Markets. Marketing & renewal submissions to carriers, answering client policy and coverage questions, assisting clients with policy changes. Assisting producers with account rounding, negotiating renewal coverages and premiums with company underwriters, processing claims and quoting online within the individual company websites. Ability to prepare proposals in word and excel for presentation the clients. Show less
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Community
