Phillip Knower

Experience

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  Connecticut Insurance Exchange

  Jan 2018 - Sept 2019

  As an Associate Account Executive, I supported the insurance needs of the agency's commercial lines book of business by delivering prompt, accurate, and courteous service to clients, producers, and company representatives. I quoted and placed new business across various carrier systems, ensuring coverage aligned with client needs and carrier appetite. I prioritized tasks based on urgency and status, reviewed accounts upon renewal, prepared comprehensive submissions and supporting documentation, and presented proposals to clients before binding coverage. Additionally, I efficiently processed endorsement requests while managing competing demands. Show less As a Customer Service Representative, I supported the insurance needs of the agency's personal lines book of business by delivering prompt, accurate, and courteous service to clients, producers, and company representatives. I efficiently quoted new business using various carrier systems, ensuring placement aligned with the client's coverage needs and carrier appetite. I managed all personal line endorsement requests for the agency by prioritizing tasks based on urgency. I monitored cancellation and billing notices, facilitated communication between clients and carriers, and contributed to team growth by training new employees and enhancing their skills in customer service, workload management, and process efficiency. Show less

  • Associate Account Manager (Commercial Lines)

    Jan 2019 - Sept 2019

  • Customer Service Representative (Personal Lines)

    Jan 2018 - Dec 2018
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  Willis Towers Watson

  Sept 2019 - Feb 2021

  Surety Assistant Client Services Specialist

  As a Surety Assistant Client Service Specialist in WTW's Surety Service Center, I managed the day-to-day servicing of Surety clients by fostering strong relationships with client decision-makers and ensuring the timely execution of deliverables in accordance with service-level agreements and standard operating procedures. My role encompassed processing new bonds, renewals, cancellations, riders, and billing transactions, interpreting bond requests, accurately entering data into issuing systems, and preparing written correspondence. I also coordinated reporting and filing activities with carriers. Beyond my core duties, I served as the Assistant Team Lead for the department's western operations, supporting production oversight and quality assurance. Additionally, I mentored underperforming team members through our internal mentorship program, successfully guiding them to achieve and exceed operational standards. Show less

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  McGriff

  Mar 2023 - Jan 2025

  Surety Account Manager

  As a Client Manager on McGriff's Surety team, I specialized in building and maintaining strong relationships with clients and carriers by delivering exceptional service and operational excellence. I managed all aspects of bond execution, including contract, commercial, subdivision, and miscellaneous bonds. My responsibilities included data collection and analysis, completing forms, preparing correspondence, and ensuring seamless service for new and renewal accounts. I collaborated with producers to handle client requests, maintained accurate records in our agency management system, and coordinated approvals with surety underwriters. Additionally, I managed general indemnity agreements, billing, invoicing, and documentation for new business, renewals, and cancellations while supporting teammates to ensure the Bond Department’s success. Show less

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  IMA Financial Group, Inc.

  Jan 2025 - now

  Surety Account Manager