Carol Gillen

Experience

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  PMA Companies

  Jan 1990 - Jan 1995

  Clerical Supervisor
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  PMA Insurance Group, Valley Forge Office

  Jan 1995 - Jan 2000

  Administrative Secretary
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  PMA Insurance Group

  Jan 2000 - Jan 2012

  Administrative Assistant

  Provided administrative support to the Vice President, Branch Manager, Account Executives, Claims Service Managers, Underwriters and Business Developer located at two sites: Allentown and West Conshohocken.- Provide administrative support to the branch and management teams. Daily interaction with all disciplines throughout the company.- Create and maintain itineraries, schedule meetings, monitor video and voice conferencing, make calendar appointments and travel arrangements.- Order office supplies and maintain all monthly expense spreadsheets. Complete all bills and purchasing orders with accounts payable billing. - Assist Vice President in compiling expense line items for annual budget and monitoring monthly variance reports.- Assist with special event planning throughout the year including the annual leader’s club sales meetings and smaller events and functions. Coordinate materials, compile booklets, set meeting agenda, etc.- Plan office functions including meetings, presentations and holiday events. Coordinate company sporting tickets for Phillies/Flyers/and Sixers games with staff/clients and ordered food for the box.- Administer and track monthly sales and claim status reports and provide to VP Sales and Claim Service Managers. Follow up with individuals when information is delinquent.- Assist with any special projects in a timely manner. Fill in for Receptionist. Show less

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  Willis Towers Watson - FINEX North America

  Sept 2012 - now

  Client Service Manager

  Responsible for managing and maintaining all Executive Risk clients in a multitude of functions. Requesting quotes for proposal preparation. Preparing Confirmation and Evidence of coverage letters for clients. Request, review and distribute binders and policies to clients and client managers. Interact with Mumbai associates regarding policy reviews. Maintain, request and track all renewal applications from clients or client advocates. Maintain FINEX tracking report for all Executive Risk policies. Interactive with various carriers for binder and policy issuance. Complete Large Complex and Middle Market financial and revenue reports to be distributed quarterly.Assist Claims Attorney with the tracking of all Executive Risk claims reporting, acknowledgment and coverage letters. Prepare and maintain Carrier tracking spreadsheets for acknowledgment and coverage letters from carriers. Show less