Patty May

Experience

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  Hub International

  Aug 2007 - Nov 2012

  Insurance Professional - Supervisor
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  Sussex Insurance Agency

  May 2013 - now

  Branch Manager

   Meet and exceed established sales goals and revenue targets Maintain complete and detailed file notes for personal and commercial clients Prepare binders, insurance certificates, schedules as required for new & renewal business Assist new & existing clients, respond to all incoming client calls, handle and process all requests, obtain information from walk-in and phone-in clients Recognize cross sell opportunities and offer them to new and existing personal and commercial lines clients. Maintain an abeyance system for all open client/company transactions Review all policies when received to confirm accuracy All invoicing of personal lines and commercial lines policies and letters to clients Follow up on personal lines and commercial lines accounts receivables Monitor and track the progress/status of paper flow for new & renewal business Maintain individual and commercial client coverage checklists, obtain updated underwriting information Follow up on claims, keep producers updated, ensure all coverage questions are answered and directed appropriately Show less

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  Sussex Insurance Agency

  Mar 2024 - now

  Regional Manager