Heather Bode, Cpcu Email & Phone Number

Boston, Ma, Us

Develops service plan with assigned agents/brokers and accounts. Monitors status of action items and makes modifications to service plan based on feedback from the agent/brokers and policyholder. Resolves service problems, answers questions, acts as a liaison with internal functional representatives and troubleshoots, routinely following up with all parties for resolution. Ensures continued compliance.Coordinates and leads review meetings with customer to ensure service results are in line with plan. Meetings may include and but not limited to Claims Reviews, LCAS Planning Meetings, Report to Management presentations, etc. Position the agent/broker to demonstrate their value and the value of Liberty Mutual to our joint customers. Manages the delivery of services by all internal functional representatives through pro-active follow up and agent/broker/customer communication.Manages installation process for new and existing accounts, consults with internal functional representatives when necessary. Ensure that understanding and agreement is reached on roles and responsibilities. May assist in the renewal process. Provides account specific input on overall service plan to include service delivery, service issues and outcome results. Consults on opportunities to round out the account. Participate in prospecting efforts by conducting services analysis and conducting service presentations on assigned prospects. Represent Liberty Mutual by attending or presenting at industry forums. Assist in internal training efforts by developing material and presenting assigned topics.

Boston, Ma, Us

Owns and manages an assigned territory, driving profitable premium growth to achieve financial and operational goals. Under limited supervision, manages broad and diverse agency partnerships, handles 100+ agency storefronts within one local geographic territory, and optimizes territory performance. Creates, implements and executes territory and agency strategies to achieve goals utilizing all company programs, tools and resources while collaborating with internal business partners. Conducts agency outreach primarily through in person visits, supplemented by audio or video conferences, email and other digital media. Line of business emphasis on business lines, working across a wide breadth of commercial products, coverages and market appetite. Works closely with agents and brokers to drive flow of small commercial business. Balances engagement with agents and brokers to secure larger targeted accounts and managing account pipeline end to end. Manages renewal processes and works across multiple underwriting segments.

Boston, Ma, Us

Owns and manages assigned territory driving profitable growth to achieve financial and operational targets. Leads assigned geographical territory and agency management processes (e.g. Agency prospecting, business planning, engagement, training, compensation, plant optimization, etc.). Independently builds and cultivates mutually beneficial agency partnerships in person with agency ownership, management and frontline staff. Establishes position as a trusted advisor while delivering product, underwriting philosophy, appetite and system training, support retention and new business development to increase depth and maximize agency revenue. Creates, maintains, and executes high quality agency strategies and plans to achieve direct written premium, profit and new business goals.Plans include strategic and tactical components and are aligned with key Personal Lines business strategies including carrier consolidation (book transfer), agency plant expansion, service center support and new product/program rollout support. Drives and ensures quality of new business flow, appropriate book mix, and overall risk management of both individual agency books and overall assigned territory. Provides appetite and target market clarity, identifies and addresses profit or quality of business concerns to ensure profitability across territory. Leads, collaborates with, influences and supports internal business partners (underwriting/product management/claims/risk control) to identify and capitalize on opportunities, solve problems, share key competitor and industry intel and provide voice of our agent/customer. Collaborates with Business Lines counterparts to effectively partner with shared agency assignments. Strategically utilizes internal and external programs and tools designed to support the Independent Agent channel including all Marketing and Development programs, business development tools and internal production/profitability data and analysis.

Boston, Ma, Us

Provide direct support and customer service to large commercial customers. Mentor and assist in training team members and new employees. Assist the team manager as need arises with various tasks among the team. Timely manage a claims diary of over 140 exposures, including large loss and litigated files. Effectively evaluate and negotiate commercial liability claims within outlined procedures and authority. Communicate with large commercial customers, claimants and attorneys to obtain and relay claim information. Direct counsel and experts throughout the litigation process.

King Of Prussia, Pa, Us

Develop plans and conduct lessons to a group of 20 students in the Georgia Lottery funded Public Pre-K classroom. Manage student behavior to maintain a safe classroom environment. Collaborate with parents to encourage academic growth among students.

Masters, Early Childhood Education

Bachelors, Early Childhood Education