Terri Gilmore

Experience

• 

  Allianz Risk Consultants

  May 2008 - Jun 2021

  Account Technician
• 

  Allianz Global Corporate & Specialty (AGCS)

  May 2008 - Jun 2021

  Data Management and Review:Review and interpret source underwriting materials, in relation to underwriting criteria - including brokerpresentation, slips, underwriting files and accounts / claims experience – and provide feedback toUnderwriter.Using underwriting materials, accurately and efficiently input data into applicable IT system(s) for bookingof premiums/risk for new, renewal & endorsement business.Booking Management:Book, invoice, chase and reconcile placement slips/closing slips for system entries.Liaise with brokers, clients and/or Underwriters for completeness of information to book the risk/issuance of policy;Policy Documentation:Issue policy documentation to broker (or client), co-insurers, captives and re-insurers, in a timely andaccurate manner.Internal Relationships Management:Develop effective working relationships with all internal and external customers, including Underwriting,Accounts, Reinsurance Accounts and Brokers, attending relevant meetings as the Insurance Operationsrepresentative, as required.Risk Management:Support risk management and compliance processes and procedures, ensuring good corporate governance.Performance and Efficiency Management:Proactively manage own daily, weekly and monthly workflow to ensure key performance indicators andservice standards are met.Key Requirements/ Show less

  • Account Technician Casualty Reverse Flow

    May 2008 - Jun 2021

  • Account Technician

    May 2008 - Jun 2021
• 

  WAHVE LLC

  Apr 2024 - now

  Underwriting Assistant