April Mcghee Email & Phone Number

✅Support an assigned book of business, meeting all performance requirements regarding production, quality, service, and ensuring that no liability associated with errors and omissions occur.✅Review insurance contracts and specifications to meet client’s certificate and ensure all new and renewal insurance policies are processed accurately and in a timely manner. ✅Successfully issue on average 80 Certificates of Insurance per week for construction company clientele located within Georgia as well as national accounts. ✅Order motor vehicle reports to ensure satisfactory driving records for drivers on automobile policies.

San Francisco, California, Us

✅Supported account managers with a book of business containing 100+ local and national accounts; completed various procedures such as renewals, loss specifications and audits on accounts.✅Tracked and obtained outstanding order / requests such as endorsements and order tracking; performed orders for loss information and prepared loss summaries.✅Responded to client inquiries on a variety of insurance matters and communicated with insurance carriers and client representatives routinely.✅Prepared Proposals of Insurance, Confirmation of Coverage, and issued Certificates of Insurance.

✅Leveraged a wide range of commercial lines account management skills, including but not limited to: customer service, account management and sales to support commercial accounts.✅Ordered loss information and prepared loss summaries in preparation for marketing and issued on average 80 Certificates of Insurance per week.✅Supported small and large commercial accounts and utilized a strong understanding of the underwriting process including new and renewal business to meet client’s certificate needs.

Charlotte, North Carolina, Us

✅Supported and assisted account manager with various procedures such as renewals, loss specifications, and audits.✅Renewed existing business and meet production goals in tandem with Producers as jointly established within agency guidelines. Developed and expanded coverage lines to existing accounts. ✅Obtained and followed up on information concerning underwriting, claims, and other areas as reasonably; issued Certificates of Insurance upon request and responded to billing/collection inquiries

Atlanta, Georgia, Us

✅Partnered with Account Managers and assisted them with various account servicing procedures including client renewals, loss specifications, and insurance audits.✅Communicated with clients, insurance carriers, representatives, and underwriters, responding to billing, audit, and collection questions and inquiries.✅Provided Certificates of Insurance to clients upon request and processed endorsements, auto identification cards, correspondence, Evidence of Property, etc.✅Documented and maintained client information, including insured and marketing files per insurance specifications.