Jordan Boone Email & Phone Number

Denver, Colorado, United States

• Working on middle market and national accounts in Construction Services P&C• Assist Account Managers in day-to-day duties and responsibilities of servicing accounts• Responsibilities include issuing certificates, reviewing policies, invoicing, and many other daily tasks that are vital to the successful servicing of accounts• Active in the renewal process – preparing accord & supplementary applications, acquiring & preparing loss runs, updating agency management system, bulk… Show more • Working on middle market and national accounts in Construction Services P&C• Assist Account Managers in day-to-day duties and responsibilities of servicing accounts• Responsibilities include issuing certificates, reviewing policies, invoicing, and many other daily tasks that are vital to the successful servicing of accounts• Active in the renewal process – preparing accord & supplementary applications, acquiring & preparing loss runs, updating agency management system, bulk reissue of certificates• Correspond with insurance carriers to acquire endorsements for client policies as needed• Always learning and seeking more knowledge Show less

Denver, Colorado, United States

• Performed program administration of combined lines WC/GL and GL-only Controlled Insurance Programs (CIP)• Successfully managed relationships with high profile and demanding clients and their contractors• Managed 65 active projects including more than 3000 contracts and $3.6B in construction value across many home builder and developer clients• Worked directly with contractors to complete CIP enrollment process• Educated contractors as necessary to understand CIPs and all… Show more • Performed program administration of combined lines WC/GL and GL-only Controlled Insurance Programs (CIP)• Successfully managed relationships with high profile and demanding clients and their contractors• Managed 65 active projects including more than 3000 contracts and $3.6B in construction value across many home builder and developer clients• Worked directly with contractors to complete CIP enrollment process• Educated contractors as necessary to understand CIPs and all necessary requirements• Calculated advanced level bid credits for contractors which allowed me to gain a thorough understanding of the cost components of both GL and WC programs• Tracked Certificates and Endorsements including endorsement review for various policy forms• Created/Revised CIP Insurance Manuals, forms, and sample certificates• Developed customized reports to fit client needs and expectations• Successfully managed a high profile account directly with the Account Executive during a four month period without a program manager• Prioritized and managed tasks and deadlines• Organized and scheduled regular client and project specific meetings to review CIP status• Identified issues with internal software that led to systemwide improvements Show less

Boulder Co

My primary job is to warmly greet and serve our guests. I work with a crew to manage the small driveway entrance and keep the high flow of guests moving quickly and smoothly. Every day is different, and I constantly deal with, and accommodate out of the ordinary requests for our guests. Many of these requests can pose a logistical challenge when we are busy, and I must think quickly and work with my coworkers to find a solution.

San Jose

During my time at Keenan and Assoc. I worked with the Property and Casualty Service Team. I attended meetings with clients, observing the sales and product renewal process. In the process, I learned a great deal about how Property, Liability, Construction, and Workers Comp insurance coverage is issued and how the coverage works. Keenan also provides Risk Management consulting, and I was fortunate to spend time in the field with a consultant and learn about how to identify risks and claim… Show more During my time at Keenan and Assoc. I worked with the Property and Casualty Service Team. I attended meetings with clients, observing the sales and product renewal process. In the process, I learned a great deal about how Property, Liability, Construction, and Workers Comp insurance coverage is issued and how the coverage works. Keenan also provides Risk Management consulting, and I was fortunate to spend time in the field with a consultant and learn about how to identify risks and claim trends, and implement a plan to prevent future claims in an effort to reduce insurance premiums in the future. Other notable tasks include answering questions for customers regarding their certificates of insurance, updating Sales Force info, claims analysis project, creating/updating presentations, and data input. Show less