Verification and assessment of current and expired Insurance policies for a large number of Owner Clients. I provide guidance, instruction and leadership skills to a team of 15 people. I assist in up to date training and provide support in techniques to improve the overall production. I am trained in the complexities and nuances of risk-intensive businesses such as oil and gas, construction, transportation and light industrial.

Develop business relationships by maintaining the commercial client insurance accounts. Received “highly effective” or better reviews while working new business leads with any questions regarding insurance needs. Implemented a process of strategic problem solving skills in regards to resolving commercial client concerns. This includes but is not limited too processing renewals and requests from clients. Conduct training of both new employees and coworkers. Continuously engaging in strong and yearly revenues for the company by assisting in maintaining overall Customer experience and satisfaction.

Maintained excellent customer relations and developing customer rapport by diplomatically resolving customer complaints and/or concerns. I served as Chief Coordinator of employee related functions to ensure motivation, overall team work and employee satisfaction in team building events. Handled incoming invoices, processed them and verified payments were made in a timely manner. Verified checks sent in from the corporate office were processed and mailed; hand delivered or handed out as instructed.