Mackenzie Grundmeyer

Experience

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  Luther College Business Department

  Sept 2010 - May 2011

  Professor's Assistant

  Make corrections and add input on professors' research papers, general secretarial work and research

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  ADP

  Aug 2011 - Feb 2012

  Regional Accountant Specialist

  One of a selected few to be placed in a relationship building territoryWas responsible for a territory with over 100 accountants and 1 US BankProvided customer service to all accountants to answer questions, solve problems and solicit opportunitiesBuilt long standing relationships with accountants and US bank for referrals and customer growthLaunched sales collaboration with US Bank partnerSold 15 new customers, sold 3 new wholesale accounts and became competent the in ADP product line. Show less

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  Marsh McLennan Agency

  Feb 2012 - Jun 2013

  Continue to educate and advocate for clients in the management of property, general liability and auto claims. Continue all responsibilities apart from the direct reporting of claims.Generate a prompt monthly written report which provides larger client’s and producer’s yearly claims updates during the renewal process, for all claims reserved over $10,000.Submit all claims including workers’ compensation on behalf of a fee based client. Client’s employees are located in South Dakota, North Dakota and Minnesota jurisdictions. Connect with supervisors to obtain necessary information. Manage all medical only claims until closure. Facilitate and assist in the management of workers’ compensation claims for the small business unit within RJF. This includes client inquiries and issues throughout the claims process. Show less First Point of Customer Contact for all claims; calm customers and gather information; Initiate work flow into the system, and notify carriersComplete auditable documentation into the TAM System and Risk Management System Provide knowledge and claims support to producers and account executives within RJF. Manage and adjudicate all claims up to $100,000Negotiate claim disagreements between carriers and clientsPersonally manage all claims for one large property management company: Provide monthly claim updates, handle and solve all claim issues up to $100,000 and work with property managers, unit owners and adjusters to move the claim quickly and efficiently through the claims process Show less

  • Claims Specialist

    Mar 2013 - Jun 2013

  • Claims Liaison

    Feb 2012 - Mar 2013
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  Nationwide

  Jun 2013 - Jan 2014

  Total Loss
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  Sammons Financial Group Companies

  Jan 2014 - now

  • Manager, Agency Special Projects

    Mar 2021 - now

  • Claims Manager

    Dec 2018 - Mar 2021

  • Claims & Benefits Team Lead

    Jan 2014 - Dec 2018