Experience

HNI Risk Services

• United States
• Insurance
• 100 - 200 Employee

• Account Manager

  • Jan 2013 - Present

  As a performance-driven Risk Advisor, I maintain the big picture view of the total client experience. I am accountable for facilitating team service deliverables and managing efficient and effective responses. My expertise is client services, insurance processing, and customer experience.HNI is a performance-driven risk advisory that delivers insurance, benefits, and advisory strategies. We work with ambitious leaders to reduce insurance dependency and boost performance from locations in Milwaukee, Chicago, Minneapolis and Grand Rapids, Michigan. -Customers & Underwriters day to day contact person for risk, insurance & other misc questions & concerns-Keep up to date on industry trends/regulations/coverage needs/programs-Monitor quality of service provided by team to ensure it exceeds the Customers standards-Prepare materials & run weekly team meetings to prebrief/debrief to assist in reduction of our Customers risk factors-Implement Customers GamePlan as defined by RM & AE-Claim reviews-Gather data, selecting markets based on the best fit for the Customer and Insurance Carrier, completing applications & other requested documents, obtaining quotes, creating proposals and binding coverage for new and renewal insurance Show less

• Account Administrator

  • Mar 2010 - Jan 2013

  -Customer & Underwriter contact-Process certificates-Keep up to date on industry trends/regulations/coverage needs/programs-Maintain various company databases to ensure accuracy-Monthly report processing/invoicing-Endorsement ordering/processing/billing-Check bound policies for accuracy-Prepare materials for RM & AE meetings with Customers & Prospective Customers-Claim reviews-Gather data, completing applications & other requested documents, obtaining quotes, creating proposals and binding coverage for new and renewal insurance Show less



Sentry

• United States
• Insurance
• 700 & Above Employee

• Claim Adjuster

  • Jan 2002 - Mar 2010

  -Transportation Claim Department -Initial Claim Intake -Courtesy subrogation -First and third party claim handling and some first call minor injury settlements. -Transportation Claim Department -Initial Claim Intake -Courtesy subrogation -First and third party claim handling and some first call minor injury settlements.



TCF Bank

• Banking
• 700 & Above Employee

• Teller

  • Nov 2000 - Jan 2002

  -Teller transactions -New account opening/closing -New account sales -Teller transactions -New account opening/closing -New account sales