Beth L. Email & Phone Number

Hudson, Ohio, United States

• Reviews eligibility and proper classification of commercial auto insurance risks using approved classification systems rating plans, selection standards and manual/materials. Accepts risks that are within established guidelines and criteria. Responds to questions escalated from team members, management, and others.• Verifies rating information to assure proper premium classification. Corrects errors and fixes policy information that was not submitted correctly. • Accepts risks that are within established guidelines and criteria, and secures additional rating or risk information as needed by contacting agents, managers, policyholders or others. Uses curiosity and underwriting knowledge to make appropriate business decisions. • Provides advice on complex transactions. Performs quality checks, reviews results and makes recommendations for problem resolutions or escalated issues regarding eligibility, cancellations, reinstatements, coverages and classifications.• Analyzes new product and company initiatives to determine affect on Screening unit and assist in development of procedures.

• Responsible for ensuring all underwriting guidelines were followed to keep the company within compliance for the accurate processing of new business and existing personal lines home and auto policies.• Processed all new business submissions, policy changes, and cancellations.• Handled inbound calls from agents and policy holders providing explanations and answering questions regarding insurance and billing questions.• Responsible for making outbound calls to agents for follow up work needed to complete endorsement and cancellation requests. • Performed accounting services reports as well as billing reviews to ensure accurate invoice generations.• Processed customer payments and collection accounts.• Facilitated team meetings and arranged activities.

• Responsible for the management of personal and commercial lines insurance accounts for an independent agency representing multiple carriers including customer service and sales, quoting, preparing applications, making policy changes, reviewing new business policies and renewals.• Provided billing support and processed customer payments.• Processed claims first notice of loss, monitored all claim activity and payments while working with claims adjusters for the accurate settlement of both commercial and personal lines claims.• Prepared license permit, bid bonds and certificates of insurance.