Loretta Harper Email & Phone Number

Created detailed case reports and requests for immediate manager.Effectively worked, maintained and managed a variety of cases with current and accurate notes.Verified documents and coordinated health care coverage for patients, including eligibility of benefits.

Processed both Personal Lines & Commercial Lines insurance renewals, quoting and issued certificates ofinsurance.Processed Endorsements, claims submissions and issued ID cards.Completed Commercial Lines insurance policy books.Answered and quickly redirected calls.Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.Managed office supplies, vendors, organization and upkeep.

Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing andshipping problems.Assisted customers with email document request, inquiries and order customization requests.Served as the main liaison between customers, management and team.

Performed specific tasks for account managers as delegated by the director of client services.Issued certificates of insurance, track renewals, and reported claims.Tracked billing, payment inquiries, and daily dairy updates.