Catherine Hewlett Email & Phone Number

Pittsburgh Pa

• Provide administrative assisting, oversight and support for 28 agents and brokers representing more than 300 clients.• Responsible for new client set-up within the appropriate systems and managing the work flow from application submission to policy delivery and payment.• Manage new business submissions accurately and in a timely manner within the appropriate business systems generating new life policies.• Ensure medical underwriting guidelines are met in application reviews.• Work hand-in-hand with the underwriting department to monitor and track the progress and successful implementation of new business.• Perform account service activities such as policy payments, premium offsets, surrenders, loan requests, cancellations and other various administrative changes.• Work with the underwriting department on “exceptions” to normal corporate guidelines for policy approval.• Provide support for financial representatives in preparation for renewal and retention meetings.• Work collaboratively with client service manager on all issues and problems to ensure timely resolution and customer satisfaction..• Understand underwriting guidelines and provide advice to agents regarding new policies and processing requirements to ensure compliance.• Generate monthly sales and production reports.• Train and mentor newly hired financial representative in life application processes and assist with questions and concerns.

Maitland, Florida

• Increased client base by 20% through effective prospecting of residences and local businesses • Attained high levels of client satisfaction through excellent appointment setting and personalized service • Conducted financial needs analysis for new and existing clients • Recommended solutions for life insurance protection and retirement needs• Provided high quality customer service regarding payments, claims and service matters ensuring client retention; obtained referrals increasing business • Scheduled and conducted annual client review meetings and appointments; coordinated special events using MS Outlook; • Tracked production levels and attained monthly goals

Bridgeville, Pennsylvania

• Placed, processed and tracked merchandise orders increasing company profitability• Guided members in selecting merchandise from over 800 local and nationwide manufacturers• Trained new employees to update catalog library ensuring up to date and current manufacturer information• Conducted orientations providing new members with knowledge of company procedures• Operated as liaison for members, corporate and warehouse Monitored orders vs. inbound merchandise; ensured timely delivery; liaised between store and factory; troubleshot to avoid problems • Developed strong relationships with members ensuring membership retention• Ensured customer satisfaction through effective complaint resolution• Trained and participated in closing prospects in membership sales with closing ratio of 50%

Maitland, Florida

•• Established 25 new business accounts daily assisting in small business department growth• Handled data entry of all coverage lines keeping client information current• Distributed and sorted incoming policies and endorsements to 20+ team members• Generated templates and letters for renewals and rate changes aiding in policy retention• Processed cancellations, renewals, reinstatements and audits• Ordered and monitored Motor Vehicle Reports • Researched and resolved issues from policyholders, agents and third parties

Franklin, Tennessee

• Developed and maintained relationships with 45 Skilled Nursing Facilities (SNF)• Provided administrative support for healthcare asset management company• Ensured that residents at a facility received the necessary daily, weekly and monthly medical supplies• Collaborated with a team of 12 Client Support Representatives• Resolved shipping and billing issues between SNF and Distributors.• Learned medical reimbursement policies and used this knowledge to order supplies