Kimberly Schmidt Email & Phone Number

Mchenry, Il, Us

Orlando, Florida, Us

Orlando, Florida, Us

Chicago, Illinois, Us

Manager to our team of Associate Account Managers. In this role I onboard, train and support new hires and current staff while managing a Tech book of business.

Work directly with clients and new buisness accounts to provide prompt, accurate, and courteous first line customer support.Responsibilities include but are not limited to: Marketing new account opportunities while operating under minimal supervision, effectively communicating with each member of the team (Producers, Marketing, Account Managers and Assistants). TAM Data entry – review, correct and update client data in TAM as requiredACORD applications - understand use of and how to properly complete an application - including a statement of values.Maintain a working knowledge of the programs and eligibility guidelines for the companies we partner with as an Agency.Utilization of reference material to provide knowledge base Proficiency with all rating platforms utilized within the Agency - including new business accountsCreate and send submissions to insurance carriers.Review rating worksheets and company proposals for accuracyPrepare insurance proposalsProvide producers and account managers with supplemental applications and, any required forms that may be required by insurance carriersCommunicate with company underwritersParticipate in training for new products, changes with Carriers and within the insurance industry as a whole as well as legislative changesAbility to perform all tasks required in the daily operations of servicing the Agency’s book of business in a timely, accurate and professional manner

Naperville, Illinois, Us

Co-Leader of Strategic Business Unit – responsible for 400+ small business property and casualty accountsResponsible for reviewing each account, beginning at least 90 days prior to renewal to: obtain renewal exposures; identify opportunities to sell additional lines of coverage; determine if account needs to be marketed and identify potential marketsQuote new and renewal business on several carrier's online quoting systems, including Travelers, CNA, Hartford, Hanover, Allied, EMC, Employers, ICW, and Liberty Mutual/Indiana. Send submissions directly to underwriter's on accounts not eligible for online quoting and anything that may need more attention. Maintain constant communication with underwriters on all accounts to keep the renewal process moving forward.Prepare and present renewal proposal along with a premium and coverage comparison to the insured. Secure proposal acceptance from insured, satisfy subjectivities, and bind coverage with the carrierMaintain relationship with client and provide daily servicing, including but not limited to issuance of certificates of insurance and Auto ID cards, invoicing, claims reporting, and policy change requests – all within TAM Applied Agency Management SystemPursue new business opportunities brought in by producers, referrals, and web searches directing prospect to the agency. Gather all exposure data from the prospect, assess their business insurance needs, identify viable markets, secure quotes, and present to the prospect Develop servicing processes and procedures to be used as a model for the entirety of the agencyMaintain focus on growth of Strategic Business Unit through new business and rounding and cross selling of existing accountsExtensive work in Microsoft Word, Excel, PowerPoint, and Outlook

Roselle, Il, Us

I was responsible for the marketing, underwriting, rating and binding of new business accounts. Managing fast paced online rating with a volume of over 50 % of the agency's new business. Renewal marketing and placement of 10% of the renewal book of business with an over 90% retention rate.