Heather Mclaughlin Email & Phone Number

Cinnaminson, New Jersey, United States

• Superior Customer Service. • Sales, all P&C Insurance needs.• Use lead list to establish contact with prospective clients.• Provide a high level of Customer Service in a fast-paced environment.• Train daily to ensure I am always working on my sales knowledge.• Ensure all binding & legal documents are completed accurately, matching bound policy and in file in a timely matter.• Use system to upswell & cross sell current insureds.• Report claims for insureds with compassion & provide as much assistance as I have at my disposal.• Process endorsements, cancellations, payments, and any policy level procedures requested.• Problem Solving. • Time Management. • Active Listening. • Attention to Detail. • Building Customer Loyalty. • Complaint Resolution. • Decision Making. • Cross Selling / Up Selling. • MS Excel, Word, PowerPoint. • Adobe. • Microsoft Office. • Product Knowledge. • Positive Attitude.

Fort Washington, Pennsylvania, United States

United States

• Responsible for exceptional customer service in a fast-paced environment• Review new submissions, investigate risk, quote, and underwrite with over 20 carriers at my disposal• Review a substantial renewal book of business, underwrite, and take appropriate action where needed.• Sales• Train new and existing employees on underwriting, systems, carriers, and customer service• Conflict Resolution with customers, departments, and employees• Ensure Compliance with each State, Carriers and Accounting• Data Entry in many internet-based portals• Review Inspections and confirm all risk meet carrier guidelines• Process endorsements/amendments to policies when change request are made &/or required• Process Cancellations• Review and comply with carrier and state audits• Review policy forms and state wordings to ensure each policy is compliant• Invoice policies and work with accounting on discrepancies