Kimberly Evenson Email & Phone Number

State College, Pa, Us

New York, New York, Us

Washington, Dc, Us

Manage the daily service components of two international Commercial Departments totaling $6.5M in revenuePrepare daily production reports with current and next quarter forecastConduct weekly departmental meetings to discuss renewal strategies, rate concerns, cross selling opportunities and maintaining client longevity with the firmDevelop best practice guidelines and strategic initiatives to enhance and streamline the experience of the account management team, including the creation and hire of a new billing support role for the department as well as a refreshed approach to hiring and training new account managersMaintain pulse on employee morale and workloads to help them avoid burnout and give the best version of themselves to their clients and colleagues dailyGuide and mentor young insurance professionals to achieve a deeper understanding of their role, build confidence and increase personal enjoyment on the job by knowing they are a true partner with their clientsAssist with market outreach and quoting for domestic placements to round out our international bookManage the departmental PTO calendar, approve time off while balancing the clients’ needs and those of the departmentExecute reviews, one on one meetings and annual performance reviews

New York, New York, Us

Managed the daily service and growth components of the small commercial account management team Increased book size by 100% over five years by providing exceptional client service which resulted in referrals and cross selling Managed client relationships using empathy, understanding and intelligible language so the clients understood what they were purchasing and more importantly, whyWorked closely with underwriters for new and renewal pricing and coverage options, and negotiated terms and conditions for the best possible solution for the clientManaged and mentored the small commercial department. Supported policy issuance and servicing, provided ongoing training and mentorship as needed, approved scheduling requests, confirmed monthly renewals were entered, billed and collected, and conducted monthly internal audits to ensure professionalism, sincerity and accuracy with clientsExecuted full service suite for commercial clients including small, middle market and large commercial business including but not limited to: E&O, BOP, GL, Property, Cyber, Light Construction, Commercial Package, WC, Lessor’s RiskDelegated supplementary administrative functions for other offices: Created proposals, schedules of insurance, comparisons, lease and contract reviews, certificates

Chicago, Il, Us

Serviced all lines of personal and commercial accounts including initial quoting, placement and annual retentionAcquired proper, complete and updated information at renewal to ensure accuracy with each client Built strong, friendly and professional relationships with both underwriters and clients to solidify retention. Fine tuned these relationships for renewal efficiency and accurate first time placementsPerformed A/R duties including issuing invoices, past due statements and collections