Responsibility for coordinating and supervising Customer Service Associates engaged in Personal Lines service and sales spanning 4 branch offices and a team of 22 insurance professionals. Responsibilities include implementing office marketing plans including account development, upsell and new business development; overseeing implementation of procedures and workflow; training new and existing associates on new procedures and automation; studying and standardizing procedures to improve… Show more Responsibility for coordinating and supervising Customer Service Associates engaged in Personal Lines service and sales spanning 4 branch offices and a team of 22 insurance professionals. Responsibilities include implementing office marketing plans including account development, upsell and new business development; overseeing implementation of procedures and workflow; training new and existing associates on new procedures and automation; studying and standardizing procedures to improve efficiencies; presenting status reports to senior management. Show less

Responsible for General Services in all Eastern Insurance locations, Agency Management Application Process and Procedure, Oversight of Business Continuity Management and Enterprise Risk Management.

Acted as liaison between the technology division and the vendors who support those applications that are integral to the sale and servicing of all insurance products sold by Eastern Insurance Group. We administer, support and facilitate implementation and changes for designated applications and business processes. Participate in, facilitate, and often manage enterprise projects of all sizes to analyze and resolve production issues. Participate in annual user right, vendor management, audit… Show more Acted as liaison between the technology division and the vendors who support those applications that are integral to the sale and servicing of all insurance products sold by Eastern Insurance Group. We administer, support and facilitate implementation and changes for designated applications and business processes. Participate in, facilitate, and often manage enterprise projects of all sizes to analyze and resolve production issues. Participate in annual user right, vendor management, audit and BCM reviews. Show less

Responsibilities included all aspects of servicing Personal Lines accounts, sales of Commercial and Personal Lines new business accounts and training of new personal lines account managers.

Responsibilities began with filing of personal and commercial lines documents and grew into personal lines account development and management. Manually rated both commercial and personal lines policy premiums. Also maintained computer systems