Anthony Acton Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Implemented effective pricing strategies for group health, life, and disability programs within student and corporate based risk portfolios to achieve profitability and client retention Partnered with Account Management and Sales department to achieve success in meeting client expectations while accurately quoting new and renewal business accounts through proper utilization of underwriting guidelines and principles Collected, assessed and analyzed pertinent forms of claims, premium, rate, and census data relevant to blended and experience rated accounts in conjunction with the use of accurate pricing models Facilitated renewal process through direct communication with the Enrollment department and supplying them with the designated process documents containing key underwriting information

30 S 15Th Street, Philadelphia, Pa 19102

Reviewed and analyzed policy language across multiple lines of coverage to ensure terms and conditions of insurance policies contained all necessary coverages and were properly preparedAssembled renewal incumbent submissions and assessed quotes and audits to detect discrepancies in comparison to expiring policiesUpdated working schedules with renewal information and new exposures and developed adjusted expiring Workers’ Compensation premium calculations

King Of Prussia, Pennsylvania, United States

Collaborated with Data Analysts to construct and satisfy ad hoc reporting requests using QlikView’s visual data management software systemAdministered premium pricing of new and renewal business for group health programs in small and large corporate expat spaceManipulated and analyzed claims and premium data prior to quoting renewal student inbound and outbound business Participated in renewal account strategy meetings discussing plan design adjustment solutions and concerted rating efforts while having deliberated on potential market risk factors or risk trends on a case by case basis

307 International Cir, Cockeysville, Md 21030

Performed endorsement checking and change request processingSolved and managed accounting and billing discrepancies Constructed loss run summaries and annualized premium tables using organized excel and word document spreadsheetsEvaluated client Certificate requests in issuing Certificates of Insurance with accurately outlined limits and additional insured wordingAssessed applications in quoting monoline Workers Compensation renewal policies

280 Granite Run Dr, Lancaster, Pa 17601

Analyzed financial information using a comprehensive financial approachBuilt and maintained a client base and develop mutually beneficial relationshipsConstructed personalized recommendations based on areas of risk management, wealth accumulation and distribution, and estate planningUtilized policy illustrations and personal planning analysis systemsConsulted clients and introduce extensive financial planning strategies in collaboration with full-time advisors and mentors

202 Carter Dr., West Chester, Pa 19382

Raised contributions for specified calling segments and maintain acceptable relations with donorsMentored new callers in system coding, navigation, and use of proper communication skills through shadowing and demonstrationSolved system complications and email calling statistics

50 Scott Adam Rd, Cockeysville, Md 21030

Internship experience consists of shadowing loan officers, understanding and utilizing encompass mortgage software, data entry, and calling previous clients/realtors