Experience

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  Schiff kreidler shell, inc.

  Sept 1997 - Aug 2007

  Training administrator
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  Applied systems

  Aug 2007 - Apr 2009

  Agency trainer/consultant

  Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an Agency Consultant to independently perform consulting engagements with clients of Applied Systems. Using your detailed knowledge of our products, third party products, technology trends, insurance issues and trends, and industry best practices, you will design, develop, and deliver business solutions for Applied Systems’ clients. You will perform fee-based enterprise solutions engagements (at times supervising these engagements) with customers to provide strategic, “outside the box” solutions that will ensure an optimum value delivery for on-site and remote consulting services. Show less

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  Assuredpartners

  Jul 2014 - Sept 2021

  The Account Manager is responsible for providing sales support at the direction of the Producer. The Account Manager works will work with the Producer to design proper insurance and risk management services for clients. The Account Manager will develop complete client information and applications for new and renewal business under the direction of the Producer. Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives in order to enhance business relationships.Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to client in a timely manner. Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.Maintains files with proper records according to company procedures. Maintains good internal file audit results. Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner. Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner. Determines reasons for requests for cancellation and follows cancellation procedures accordingly. Show less

  • Account Manager

    Jun 2017 - Sept 2021

  • Account Coordinator

    Jul 2014 - Sept 2021
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  Usi insurance services

  Sept 2021 - now

  * Provide Region CL Operations Director regular updates on operational performance, take corrective action as necessary* Work with offices identifying areas of improvement & create efficiencies* Identify and coordinate new training and/or refresher training needed for CL staff* Work with Regional CL Operations Director to identify areas of capacity/book balancing opportunities* Work with Regional CL Operations Director and CL Office Leaders to ensure CL 3X5 priorities are implemented Show less

  • Commercial Lines Midwest Regional Ops Project Manager

    Aug 2022 - now

  • Commercial Lines Midwest Regional Project Manager

    Sept 2022 - Sept 2022

  • Commercial Lines Sr Account Manager

    Sept 2021 - Sept 2022