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Worked in NBS Excess Surplus Lines as a Brokerage Placement Rep. More than 30+ years of dedicated experience in the customer service industry. Highly qualified in giving full details about the insurance product to the customer, assisting customers in picking the right product, discussing with clients and clarifying their doubts, recommending improvements in products, and educating clients about available insurance products. Bringing experience in evaluating a business as well as individual customers’ specific financial statuses, and proposing protection plans that meet their criteria. Detail-oriented professional with a highly professional attitude, strong leadership, relationship-building skills, and ability to perform well in a team.
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Brokerage Placement Service RepresentativeNationwide Sep 2022 - Apr 2024Columbus, Ohio, United States- Researching information from multiple sources, according to company guidelines, to support underwriting analysis.- Reviews individual risks for acceptability and handles based on multiple carriers' underwriting guidelines and standards.- Performing policy service activities (received primarily by phone and electronically) within established time and service standards.- Making decisions to accept, modify or decline business of lower complexity according to policies, practices, and standards. - Determining the accurate classification of risks to ensure the matching of price and product to the customer.- Planning completion of assignments to meet agreed-upon timelines and service level agreements.- Consulting with agents and internal and external partners about customer service activities.- Working with leaders and peers and other departments to share and gather information vital to complete work.- Providing service to agencies by sharing and requesting information to support the business. -
Insurance Service Analyst IiNationwide Nov 2016 - Sep 2022Grandview Heights, Ohio, United States- Interacted with policyholders, agents, and business partners via inbound and outbound calls. - Excellent product knowledge, and communication skills for educating policyholders on coverage selections. - De-escalated calls and handled complex billing and policy situations. - Used risk analyses in determining policy coverages/changes that were in the best interest of the company and policyholder. - Helped implement areas of improvement in the procedure process for the business unit by reducing first call resolution. - Submitted a pain point about the lack of Florida licensed reps in the morning; saved the company about $50,000. -
Sr Specialist IiJpmorgan Chase Aug 2010 - Aug 2016Westerville OhioAs a Sr. Specialist II, I acquired a high level of card knowledge and expertise. - Earned highest marks for customer satisfaction with WOW Call Awards 2011-2016 and customer ratings. - Provided excellent financial analysis and customer service to bankers, private bank/wealth clients, merchants, and internal customers, while working towards internal company goals. - Distinguished items and administrations to fit the necessities of the client; while perceiving chances to strategically pitch items dependent on client cooperation.- Practiced judgment in charge changes inside extensively characterized practices and strategies.- Researched, calmed, and rapidly resolved escalated calls involving client conflicts to prevent loss of key accounts. - Worked specialty queue of difficult cases to research and analyze inquiries to recommend the best solutions. - Assisted new hires and other departments with training when needed. - Handled escalated calls to resolve complex situations or complaints. -
Sr Fraud SpecialistDiscover Financial Services Feb 1988 - May 2010New Albany OhioAs a Senior Fraud Prevention Specialist, acquired a solid background in credit card customer service relations and fraud analysis; with a strong emphasis on telecommunications and account management. Analyzed accounts for suspicious attributes to determine fraud risk.- Created team motivational contests to improve production in talk time and/or wrap time. Contests were designed around a fun theme to increase morale. My contest accomplished a 25 percent increase in team performance. - Served on a natural work group to be the voice for the fraud prevention team. My purpose was to act as the mediator between the employees and management to voice any concerns about specific fraud prevention work processes. My presence at monthly meetings influenced management decisions to change ineffective work processes. - Implemented new fraud processes and systems which save the company $500,000. - Trained new employees by providing knowledge of fraud policies & procedures. - Call Monitoring for quality and assurance- Developed reputation as an efficient service provider with high levels of accuracy.
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Frequently Asked Questions about Kathy Cody
What is Kathy Cody's role at the current company?
Kathy Cody's current role is Insurance Professional.
What is Kathy Cody's email address?
Kathy Cody's email address is ka****@****hoo.com
What is Kathy Cody's direct phone number?
Kathy Cody's direct phone number is (281)-286*****
What schools did Kathy Cody attend?
Kathy Cody attended Franklin University, Ohio Dominican University.
What skills is Kathy Cody known for?
Kathy Cody has skills like Microsoft Office, Team Building, Coaching, Banking, Risk Management, Financial Risk, Retail Banking, Problem Solving, Training, Call Centers, Credit Cards, Customer Relationship Management.
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Kathy Cody
Vero Beach, Fl5compuserve.com, gmail.com, phoenixwm.com, farmersinsurance.com, orchidinsurance.com6 +186063XXXXX
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2ysu.edu, student.ysu.edu
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Kathy Brindley
Atlanta Metropolitan Area4cortlandpartners.com, optimum.net, posillicogroup.com, hjrussell.com4 +163124XXXXX
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3gmail.com, bmrn.com, biomarin.com
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