Experience

SAIF Corporation

• United States
• Insurance
• 700 & Above Employee

• Agent, Senior Account Representative

  • Aug 2015 - Present

  I am the key liaison and consultant between my customers, SAIF, and other stake holders. I collaborate with team members and other SAIF staff to facilitate communications, resolve disputes and coordinate services as well as communicate information to customers regarding their insurance plans. To effectively monitor and evaluate account performance for appropriate pricing and service levels, I maintain high-level technical knowledge of large, complex insurance plans with… Show more I am the key liaison and consultant between my customers, SAIF, and other stake holders. I collaborate with team members and other SAIF staff to facilitate communications, resolve disputes and coordinate services as well as communicate information to customers regarding their insurance plans. To effectively monitor and evaluate account performance for appropriate pricing and service levels, I maintain high-level technical knowledge of large, complex insurance plans with retrospectively rated, cash flow as well as expertise in all aspects of workers’ compensation insurance. I am responsible for policy retention at a rate equal to or greater than the specified goals by ensuring customer satisfaction with SAIF services. To coordinate renewal pricing decisions with underwriting, I gather information, analyze policy data to prepare and submit necessary documents for review and approval. I prepare proposals and make renewal presentations and obtain the appropriate plan election forms. In addition to policy retention, I solicit new business to achieve sales results at a rate equal to or greater than the specified sales goals/indicators.

• Return to Work Consultant

  • Mar 2003 - Present



Holiday Retirement Corporation

• Integrated Leave Management

  • 2000 - 2003