Client Manager

• Jul 2018 - Present

Client Services Specialist

• Nov 2013 - Present

· Research and compile answers to client policy and coverage questions · Initiate relationships with and communicate with client decision makers and insurer personnel ·Create certificate and auto identification guidelines for certificate center issuance · Identify, compile and manage information regarding account renewal, rounding and cross-sell opportunities · Request, install and implement policy changes and prepare new and renewal business submissions · Manage policy checking and delivery within mandated timeframe · Develop program design and final proposals for clients · Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking · Gather vendor information and/or information from clients for marketing purposes · Prepare submissions and market risks · Provide necessary information to marketing via submission specifications including preparation and maintenance of client files · Follow up with marketing to clarify questions Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation · Ensure Willis Excellence Model (WEM) compliance · Monthly Accounts Receivable review/collection · Maintain accurate client data base in agency management system and within client portal (Willis Online) Show less

Underwriting Technician

• Oct 2011 - Jun 2013

Assisted three Underwriters in retaining Renewal accounts and facilitating the growth of two new programs of business. • Effectively rated, reviewed and reported any and all discrepancies on new business applications to the Underwriter. This thoroughness enabled the Underwriter to exceed the set goal for new business for the Recycling program by $1.3 million within the time period of March 2012 through April 2013.• The Museum and Arts program business, which was a new target line added in May 2012, succeeded in writing $500,000 in premium for the first year. • Completed requirements for securing AINS certification in 05/2013. Show less

Supervisor and Team Lead

• Feb 2007 - Oct 2011

Managed twelve underwriting technicians in the Markel Risk Solutions Department• Created, implemented and monitored a Quality Control program that consisted of reviewing weekly work for each technician and then relating a score of completion. No other department had this method of Quality Control built on a scoring and weighting system to review results. • Constructed parameters for the technician’s performance appraisals and reviewed their progress. Met with each technician every quarter and completed Performance Appraisals for Management approval each year. • Established procedures to create conformity in the process of a transaction. Included imbedded screen prints for direction and instructions on the process. Many procedures were created back at my inception as Supervisor and are being used currently as a reference point. • Responsible for time sheets, overtime verifications, and workflow completion which enabled a daily needs projection to determine any backlog or capacity for assistance. • Effectively dealt with problem employees and any conflicts that arose to promote the team atmosphere and to prevent any ill feelings or morale issues. • Assisted with the annual budget. Show less

Business Trainer, Shared Services Unit

• Jun 2005 - Oct 2007

Trained incoming commercial line raters on how to issue a policy, any type of cancellation and any change endorsement within the Travelers Insurance systems. All lines of business were trained within the courses and certification standards were set before completion of the course. • Required travel to Dallas, TX and Hartford, CT to train new employees in the transaction process for all package, automobile, workers compensation and umbrella policies which involved many presentations and hours of instruction to hone my skills and the trainees experience. • Progress reports were reviewed with the trainees and their Direct reports periodically to assess their progress in training and prepare them for the next development course. • Assisted in creating and implementing many training materials used for the training of new employees and this set forth conformity in all transactions completed. Show less