Kelly Doolan Email & Phone Number

Tampa, Florida, United States

• Collaborate with clients to understand their insurance needs, effectively preparing and renewing accounts while ensuring accuracy and compliance for middle market accounts with a book of business worth over $3 Million.
• Create comprehensive proposals for new and renewed accounts, showcasing a deep understanding of clients' risk profiles and coverage requirements.
• Provide exceptional day-to-day client service, promptly addressing inquiries, resolving issues, and proactively ensuring client satisfaction.

Clearwater, Florida, United States

• Expertly prepared accounts for marketing, executing marketing strategies in line with producer instructions.
• Created comprehensive proposals for new and renewed accounts, showcasing a deep understanding of clients' risk profiles and coverage requirements.
• Issued binders, prepared finance contracts, and meticulously generated invoices, maintaining thorough documentation.

Florida, United States

• Maintained daily activity reports, processing and comparing data, and attaching records in the Epic system.
• Updated insurance summaries, schedules, proposals, and ACORD applications, ensuring data accuracy for renewal accounts.
• Reviewed policies and endorsements for accuracy
• Generated invoices, overseeing the billing process to ensure timely and accurate billing for clients.
• Executed various assigned tasks with diligence and efficiency, contributing to the seamless operation of the insurance service team.

Dallas, Texas

• Conducted market research to identify new insurance programs, skillfully preparing and reviewing proposals for clients.
• Nurtured relationships with over 50 clients, addressing their needs and ensuring high levels of satisfaction, leading to strong account retention.
• Prepared underwriting submissions for both new and renewed business, maintaining a comprehensive understanding of clients' risk profiles.
• Engaged in effective communication and negotiation with insurance carriers, securing favorable terms for clients.

Dallas/Fort Worth Area

• Utilized Applied Epic Agency Management System to manage over 40 client accounts, creating and updating records, including loss summaries, proposals, and invoices.
• Established effective communication channels with over 25 insurance partners to ensure the best outcome.
• Managed various administrative tasks, including answering phones, emails, booking travel reservations, and coordinating weekly meetings. Contribute to the overall operational efficiency of the office by ordering.

Dallas Texas

• Acted as the primary point of contact for clients' third-party compliance partners, maintaining a high level of professionalism and responsiveness. Assisted clients' vendors and their brokers by providing comprehensive.
• Conducted training sessions for new employees, ensuring they understand the basics of insurance and compliance procedures.
• Led daily, weekly, and monthly calls with vendors and internal team members, ensuring alignment on compliance goals.
• Coordinated the planning and execution of over 25 email communication campaigns to engage unresponsive vendors and drive compliance.

Dallas/Fort Worth Area

• Conducted thorough investigations of property loss claims, determining coverage and evaluating all elements of the claim. Delivered top-tier customer service, explaining coverage details to policyholders, assisting.
• Prepared detailed estimates using Xactimate 28, ensuring accuracy and compliance with insurance standards.
• Collaborated with policyholders and contractors to facilitate the repair and resolution process in a timely manner.
• Managed claims from initiation to settlement, adhering to State Farm's claims handling procedures and policies.

Indianapolis, Indiana Area

• Investigated auto claims with precision, evaluating coverage, legal liability, and the extent of damages to individuals and property. Examined claims submitted by insureds and third parties, determining whether.
• Communicated effectively with all parties involved in the claims process, including claimants, policyholders, and legal representatives.
• Negotiated settlements to reach mutually agreeable outcomes for all parties while adhering to State Farm's guidelines.
• Maintained accurate claim records and documentation throughout the claims process, ensuring compliance with company policies and regulations.