Renay Appleby
Assistant Business Insurance Technician at Foxquilt- Claim this Profile
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Bio
Credentials
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P&C Brokers License
New York State Department of Financial ServicesAug, 2022- Nov, 2024
Experience
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Foxquilt
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Canada
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Insurance
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1 - 100 Employee
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Assistant Business Insurance Technician
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Mar 2022 - Nov 2022
● Responsibilities included setting up all Foxden accounts in our Agency Management System once the client bound their policies online ● Issuing the initial Certificate of Insurance in a timely manner once the policy documents came through via email ● Responding to emails, texts and calls from clients and potential prospects ● Maintaining client relationships by establishing excellent rapport with Foxden customers ● Processing Cancellation Requests and Endorsement Requests… Show more ● Responsibilities included setting up all Foxden accounts in our Agency Management System once the client bound their policies online ● Issuing the initial Certificate of Insurance in a timely manner once the policy documents came through via email ● Responding to emails, texts and calls from clients and potential prospects ● Maintaining client relationships by establishing excellent rapport with Foxden customers ● Processing Cancellation Requests and Endorsement Requests via our agency portal for all Foxden Requests ● Following up on any potential prospects, who have started an application through the Foxden Portal, and trying to get them to complete the application ● Assisting the Sales Team with closing on new business with potential prospects via texting through our Call Tracking Metrics Software ● Taking overflow calls from Lead Generation Services to assist the Sales Team queue with quoting potential prospects ● Assisting Sales Department with anything they need help with, in order to free up time for them to work on closing new business ● Reaching out to clients of Foxden who were on our daily Pending Cancellation Lists to obtain payments for policy premium ● Advising Billing to update payment method in their system ● Handled any additional projects passed down from my Supervisor ● Worked on a Social Committee that planned online events to keep remote employees feel more connected Show less ● Responsibilities included setting up all Foxden accounts in our Agency Management System once the client bound their policies online ● Issuing the initial Certificate of Insurance in a timely manner once the policy documents came through via email ● Responding to emails, texts and calls from clients and potential prospects ● Maintaining client relationships by establishing excellent rapport with Foxden customers ● Processing Cancellation Requests and Endorsement Requests… Show more ● Responsibilities included setting up all Foxden accounts in our Agency Management System once the client bound their policies online ● Issuing the initial Certificate of Insurance in a timely manner once the policy documents came through via email ● Responding to emails, texts and calls from clients and potential prospects ● Maintaining client relationships by establishing excellent rapport with Foxden customers ● Processing Cancellation Requests and Endorsement Requests via our agency portal for all Foxden Requests ● Following up on any potential prospects, who have started an application through the Foxden Portal, and trying to get them to complete the application ● Assisting the Sales Team with closing on new business with potential prospects via texting through our Call Tracking Metrics Software ● Taking overflow calls from Lead Generation Services to assist the Sales Team queue with quoting potential prospects ● Assisting Sales Department with anything they need help with, in order to free up time for them to work on closing new business ● Reaching out to clients of Foxden who were on our daily Pending Cancellation Lists to obtain payments for policy premium ● Advising Billing to update payment method in their system ● Handled any additional projects passed down from my Supervisor ● Worked on a Social Committee that planned online events to keep remote employees feel more connected Show less
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Aebly & Associates, Inc
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United States
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Insurance
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1 - 100 Employee
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Assistant Business Services Representative
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Jul 2019 - Mar 2022
● Responsible for assisting the Account Manager with any daily tasks/projects ● Helping the Producers get their client’s policies renewed efficiently ● Issuing Certificates of Liability Insurance ● Duties included processing Cancellation Notices, Final Cancellation Notices, Non-Renewal Notices, Endorsements and Reinstatements ● Processing Broker of Records received from the insureds or Carriers ● Communicating with the Carriers and Underwriters on the insured’s account ●… Show more ● Responsible for assisting the Account Manager with any daily tasks/projects ● Helping the Producers get their client’s policies renewed efficiently ● Issuing Certificates of Liability Insurance ● Duties included processing Cancellation Notices, Final Cancellation Notices, Non-Renewal Notices, Endorsements and Reinstatements ● Processing Broker of Records received from the insureds or Carriers ● Communicating with the Carriers and Underwriters on the insured’s account ● Taking phone calls, answering emails from the customers and handling whatever they may need in an efficient manner ● Creating rapport with the insured over the phone, in person or through email communication ● Typing up Auto ID Cards for the Clients to take to the DMV ● Assisting clients to put in Claims with their Carriers and following up with the Claims Adjusters until the Claim has been resolved Show less ● Responsible for assisting the Account Manager with any daily tasks/projects ● Helping the Producers get their client’s policies renewed efficiently ● Issuing Certificates of Liability Insurance ● Duties included processing Cancellation Notices, Final Cancellation Notices, Non-Renewal Notices, Endorsements and Reinstatements ● Processing Broker of Records received from the insureds or Carriers ● Communicating with the Carriers and Underwriters on the insured’s account ●… Show more ● Responsible for assisting the Account Manager with any daily tasks/projects ● Helping the Producers get their client’s policies renewed efficiently ● Issuing Certificates of Liability Insurance ● Duties included processing Cancellation Notices, Final Cancellation Notices, Non-Renewal Notices, Endorsements and Reinstatements ● Processing Broker of Records received from the insureds or Carriers ● Communicating with the Carriers and Underwriters on the insured’s account ● Taking phone calls, answering emails from the customers and handling whatever they may need in an efficient manner ● Creating rapport with the insured over the phone, in person or through email communication ● Typing up Auto ID Cards for the Clients to take to the DMV ● Assisting clients to put in Claims with their Carriers and following up with the Claims Adjusters until the Claim has been resolved Show less
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Stahlka Agency Inc.
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United States
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Insurance
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1 - 100 Employee
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Commercial Lines Tech
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May 2018 - Dec 2018
● Responsible for processing Cancellation Notices, Final Cancellation Notices, Reinstatements and Endorsements, that have been received from the carriers ● Pulling insurance documents listed above and processing them ● Mailing out Endorsements, Cancellation Follow-Up Letters and Final Cancellation Notices to the insureds ● Establishing rapport with the insureds and the carriers through phone calls and emails ● Issuing Certificates of Liability Insurance ● Responsible for processing Cancellation Notices, Final Cancellation Notices, Reinstatements and Endorsements, that have been received from the carriers ● Pulling insurance documents listed above and processing them ● Mailing out Endorsements, Cancellation Follow-Up Letters and Final Cancellation Notices to the insureds ● Establishing rapport with the insureds and the carriers through phone calls and emails ● Issuing Certificates of Liability Insurance
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Allstate
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United States
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Insurance
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700 & Above Employee
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Assistant Placement Specialist
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Feb 2013 - May 2018
● Responsibilities included answering a high volume of phone calls to assist the insurance agent with servicing their insured’s Commercial policies ● Submitted Change Requests, Cancellation Requests and Broker of Record Changes to the carriers for the agents ● Sent requests to underwriters to reinstate or rewrite the insured’s policies ● Issued Certificates for the insureds if they did not have an assigned agent ● Helped agents navigate through our online Quoting… Show more ● Responsibilities included answering a high volume of phone calls to assist the insurance agent with servicing their insured’s Commercial policies ● Submitted Change Requests, Cancellation Requests and Broker of Record Changes to the carriers for the agents ● Sent requests to underwriters to reinstate or rewrite the insured’s policies ● Issued Certificates for the insureds if they did not have an assigned agent ● Helped agents navigate through our online Quoting Application ● Established rapport with the agents and the carriers through phone calls, emails and live chat assistance ● Achieved Top Performer in call monitoring on a regular basis Show less ● Responsibilities included answering a high volume of phone calls to assist the insurance agent with servicing their insured’s Commercial policies ● Submitted Change Requests, Cancellation Requests and Broker of Record Changes to the carriers for the agents ● Sent requests to underwriters to reinstate or rewrite the insured’s policies ● Issued Certificates for the insureds if they did not have an assigned agent ● Helped agents navigate through our online Quoting… Show more ● Responsibilities included answering a high volume of phone calls to assist the insurance agent with servicing their insured’s Commercial policies ● Submitted Change Requests, Cancellation Requests and Broker of Record Changes to the carriers for the agents ● Sent requests to underwriters to reinstate or rewrite the insured’s policies ● Issued Certificates for the insureds if they did not have an assigned agent ● Helped agents navigate through our online Quoting Application ● Established rapport with the agents and the carriers through phone calls, emails and live chat assistance ● Achieved Top Performer in call monitoring on a regular basis Show less
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Education
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1997 - 1999
Bryant & Stratton College
Associate's degree, Visual Communications and Design
Community
