Client Coordinator-PRM

• Dec 2021 - Present

Client Relationship Advisor

• Nov 2017 - Nov 2021

I provide high level customer service to new and existing clients by being their clients primary point of contact for all questions as well as helping them with billing, policy questions and billing, as well as help manage their claims. New client on-boarding as well as current and renewal processes will show my level of knowledge of the products and carriers we work with. I provide high level customer service to new and existing clients by being their clients primary point of contact for all questions as well as helping them with billing, policy questions and billing, as well as help manage their claims. New client on-boarding as well as current and renewal processes will show my level of knowledge of the products and carriers we work with.

Insurance Assistant

• Feb 2012 - Oct 2017

My responsiblities include all the quoting and proposing of new business as well as renewals. I also help with appraisals and any other miscellenous duties. I also cover the receptionist on a daily basis. My clients are the internal client advisors. My responsiblities include all the quoting and proposing of new business as well as renewals. I also help with appraisals and any other miscellenous duties. I also cover the receptionist on a daily basis. My clients are the internal client advisors.