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.

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;

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

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

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