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 in premium• 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 necessary supplies and providing administrative support as needed.

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 information on insurance requirements and endorsements.• 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 with damage itemization, emergency repairs, and temporary living arrangements.• 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 additional investigations or specialized approaches are necessary for fair claim resolution.• 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.