Heather Warfel Email & Phone Number

Salem, Virginia

Salem, Virginia

Provides advanced technical services and administrative support for OneBeacon’s underwriters. Duties are performed in accordance with specific instructions and established work procedures. Demonstrates working knowledge of OneBeacon’s rating, policy processing and work-tracking systems and procedures to develop premium quotations and policy contracts. Reviews basic insurance applications and translates the information as required by system or product for use by the underwriters. Following underwriting instructions and authority guidelines, effectively uses OneBeacon policy writing and workflow management systems to process policy transactions. Utilizes on-line resources to facilitate basic transaction processing, such as endorsements. Manages processing of transactions to meet or exceed business unit service standards. Responds to simple inquiries from producers and underwriters regarding rating systems, methods, procedures, status of work and reinstatement requests in a prompt and accurate manner. Demonstrates the ability to use manual rating methods, as required. Obtains worker’s compensation bureau rate mods and applies as necessary. Responsible for learning and understanding insurance coverage. Takes initiative to acquire additional insurance knowledge by enrolling in industry related courses and programs and to continue to keep my Property, Casualty, Life, Health and Annuities Insurance License. Performs training of other, less experienced Underwriting Assistants as needed. Assists with a variety of administrative tasks and special projects as needed. Responds to tasks, requests and inquires in a professional and timely manner.

Roanoke, Virginia Area

Roanoke, Virginia Area

Personal Lines and Small Commercial Insurance Sales, Account Management and Service.

Roanoke, Virginia Area

Responsible for assisting small, middle market and large commercial clients with complex service and risk management insurance needs and perform at a highly proficient level to achieve the quality and service standards developed by the agency. Handle and manage accounts effectively on an ongoing basis. Provide coverage analysis and risk management recommendations, complete applications, prepare submissions, negotiate coverage and pricing with markets, and prepare proposals according to agency standards and workflows. Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to policies, and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows. Meet with client, either one-on-one or with the Producer to discuss issues, resolve problems. Resolve applicable accounting discrepancies. Assist with policy-checking. Manage the renewal process in accordance with agency standards and workflow guidelines. Determine reason for cancellation requests, act to save accounts in accordance with agency standards and workflows. Maintain client files on computer system and use computer system to perform all transactions. Pursue all opportunities to cross sell and round out accounts. Receive phone calls from client and companies and complies with requests and notifies the Producer or Account Executive, as necessary. Maintain proper level of communication and build effective relationships with clients and companies. Keep up to date on rates, forms, and coverage changes from the industry. Perform all activities relating to public, customers and companies to avoid issues involving potential errors and omissions. Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development, including E&O Seminars. Perform other duties as needed.

Roanoke, Virginia Area

Subrogation Property Claims Adjuster/Representative Determined insurance coverage applicable in each loss situation – Determined additional items needed to complete investigation – Secured needed investigative materials - Determined liability and theory of defense – Finalized value of claim and supporting arguments – Authorized claim settlement offers to be made – Negotiated settlements – Processed all claims in a timely fashion – Maintained a courteous and professional demeanor in all dealings with the public – Maintained knowledge of state insurance rules and regulations and contributory/comparative negligence laws all of the United States – Liability evaluations performed – Knowledge of medical terminology and legal terminology and processes. Meets evaluation-rating overall of the above responsibilities.Customer Service Representative – Insurance Processing Associate – Claims Representative Scheduled and conducted meetings – Formulated plans for production goals – Researched and developed staffing analysis for team – Troubleshot problems for agents, underwriting, policyholders, and the State of Hawaii – Developed and coordinated mentoring programs – Handled complaints – Formulated plans for training – Measured team results weekly – Assisted in managing activities in claims call handling area – Assessed and validated in team training – Comprehended states rules and regulations and enforced accurate handling procedures – Coordinated special projects. Exceed and/or Meets rating-overall of the above responsibilities.