Experience

John B. Wright Agency, A Division of Oliver L.E. Soden Agency Corp

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Nov 2021 - Present

  South Carolina, United States



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Manager

  • Oct 2009 - Feb 2013

  Singapore As a Client Manager I addressed the property and casualty insurance needs for various large corporate accounts. ● Support the National Practice Leader and Client Advocate of the Sports and Entertainment Team ● Assist in all aspects of new business placement and renewal programs including program analysis and client deliverables ● Largely participate in the marketing process, including coordinating internal and external renewal meetings, obtaining client renewal information, analyzing… Show more As a Client Manager I addressed the property and casualty insurance needs for various large corporate accounts. ● Support the National Practice Leader and Client Advocate of the Sports and Entertainment Team ● Assist in all aspects of new business placement and renewal programs including program analysis and client deliverables ● Largely participate in the marketing process, including coordinating internal and external renewal meetings, obtaining client renewal information, analyzing loss data, reviewing quotes and year over year comparisons ● Actively manage post binding process, including finalizing subjectivity requirements, binder and policy accuracy and delivery, and account billing and invoicing ● Conduct day to day client service and relationship management including coverage questions, contract reviews, certificate of insurance and ID card requests, coordinating policy changes and midterm endorsements ● Review and clear Aged Accounts Receivables Report, working extensively in IBS and EPIC computer systems Show less