Donna Missell Email & Phone Number

Dublin, Ohio

Manage assigned cases for clients seeking Mutual of Omaha Medicare Supplement Policies; work as underwriter liaison providing required documentation for individual state compliances & issuance; conduct health and medication Interviews with applicants; modify applications and obtain executed replacement forms as necessary; handle client calls regarding supplement plan coverage; respond to daily inquiries, providing specialized support and required follow-up.

Columbus, Ohio

Handled calls from customers regarding coverage; responded to inquiries/requests from agents; provided daily support for new business/renewal producers and senior commercial underwriter; provided online rating; assembled quotes and proposals; coordinated binding and premium finance paperwork; processed/issued policies, endorsements, audits and cancellations; handled loss runs; scheduled inspections/follow-up compliance recommendations; set up new business requests; assisted with monthly accounting reports; handled payment and billing concerns; participated in carrier/vendor meetings; provided out-of-office coverage for producers when necessary.

Columbus, Ohio

Provided administrative and business support to President of Commercial Lines, and other members of management team; maintained President’s calendar, planned and scheduled meetings, teleconferences, webinars, and coordinated travel; prepared financial statements, including P & L reports, negotiated favorable terms and pricing agreements with vendors, caterers, and other providers for service at special events, resulting in significant savings for the company; improved office efficiency by implementing paper printing reduction plan, and introducing additional time saving measures; planned and coordinated training development functions, agent advisory sessions, holiday celebrations, and special events as needed.

Columbus, Ohio

Scheduled property appraisal inspections in preparation for home loan approvals; reviewed property appraisals for accuracy and compliance within guidelines.

Columbus, Ohio

Requested and prepared necessary title work, appraisals, surveys, credit clearance, and legal documentation in preparation for home loan closings in compliance within guidelines.

Columbus, Ohio

Client Relations Manager – 1996-2009Oversaw client account management functions of account representatives and managers; had strategic responsibility for administration of personnel and department activities, controlling expenses, and ensuring services balanced needs of clients; ensured initial and on-going employee training and development programs were effectively managed and provided employees with necessary skills to achieve optimal job performance; maintained positive work environment that promoted good morale, and high-level of employee retention.Client Relations Coordinator – 1994-1996 Monitored activities of assigned customer service representatives; developed representatives to ensure they were satisfying needs of accounts; participated in problem-solving situations as needed; worked with department manager and others within organization to maintain quality, consistency, and adherence to written standards and procedures; promoted to Client Relations Manager.Client Account Manager – 1992-1994Provided high-profile clients levels of service which promoted account satisfaction and longevity; provided assistance, making processing/system recommendations, and suggesting alternatives as needed; ensured adherence to procedures and standards for client visits and calls; made suggestions to improve quality of customer service; promoted to Client Relations Coordinator. Supervisor, Administrative Services – 1987-1992Supervised administrative support team of 7; provided administrative assistance to Vice-President, General Manager; maintained departmental operations and expenses; implemented and managed internal security system guidelines and procedures; oversaw telecommunication requirements, equipment, and support; managed internal travel program; promoted to Client Account Manager.

Psychology

Marketing