Kate Winters Email & Phone Number

New York, Ny, Us

Responsibilities:Collaborate with Account Executives to develop strategic account strategies and goals. Gather and analyze pertinent information necessary for quoting new business and renewing policies.Conduct thorough analysis of loss history to identify trends, review risk control reports for major deficiencies, and ensure alignment of expiring policy terms with current collaboration points. Document findings accurately.Rate and quote policies based on account exposures, propose advantageous deals, and oversee issuance of final policy documentation.Leadership/Projects:Global Policy Subject Matter Expert Commercial Auto Policies Subject Matter Expert Spearhead investigations into inquiries and issues from team members, offering technical expertise and researching solutions to enhance policy management efficiency.Training and Development:Facilitate comprehensive training programs and mentorship for multiple new employees, contributing to their professional growth and integration within the team.

Farmington Hills, Mi, Us

Log and organize new submissions efficiently, ensuring all required information is gathered for underwriting assessment.Process policy endorsements accurately and promptly, addressing changes to existing policies as per client requests or policy adjustments.Facilitate the binding of both new and renewal business policies, ensuring adherence to underwriting guidelines and regulatory requirements.Review inspection reports thoroughly to verify that risks are correctly assessed and insured, mitigating potential liabilities for clients and the company.

Woodland Hills, Ca, Us

Streamlined processes for daily tasks, which established a more efficient workflow for team Generated bi-weekly reports for Auto Management team showing claims trends and relevant information during catastrophes Analyzed reports showing historical claims trends and data for management, reporting back any trends Process Optimization:Streamlined daily operational processes, significantly improving workflow efficiency for the team.Reporting Expertise:Generated bi-weekly reports for the Auto Management team, highlighting claims trends and crucial information during catastrophic events.Data Analysis:Analyzed historical claims data and trends, providing actionable insights to management and identifying key patterns.Cost Savings Initiatives:Conducted audits of monthly rental bulk billing, leading to savings of over $20,000 through identification and rectification of billing discrepancies.Excel Proficiency:Designed and implemented Excel tracking systems for monthly inventory and bill payments, enabling proactive identification of areas for improvement and emerging trends.

Woodland Hills, Ca, Us

Customer Service Excellence:Consistently ranked in the top 5% of employees for customer service scores every month, demonstrating a commitment to excellence and client satisfaction.Issue Resolution:Investigated and resolved customer inquiries and complaints promptly and empathetically, ensuring positive outcomes and customer loyalty.Professional Development:Completed continuing education to stay updated with insurance industry trends and requirements, maintaining licensure in Texas.Call Management Expertise:Effectively managed customer calls in a dynamic and fast-paced call center environment, enhancing overall customer satisfaction and fostering long-term loyalty.