Lori Holliday Email & Phone Number

New Albany, Indiana, United States

 Communicate with prospective clients to determine their insurance needs  Develop a coordinated protection plan by calculating and quoting rates for appropriate coverage  Ascertain eligibility, obtain required information from clients, file documentation, and communicate with underwriting for approvals Provide quotes, review and answer any questions, and schedule appointments with prospective new clients  Meet with new clients to complete coverage by evaluating the extent of coverage desired, ascertain long-term goals, explain insurance products and coverages, and issue policies Plan future follow-up calls/appointments to review and re-evaluate existing client needs Maintain industry knowledge through participation in continuing education opportunities and professional organizations Respond to client inquiries regarding existing policies and coverage; make any requested changes to existing client policies Assist in explaining the claims process and advising clients as needed regarding their claim Obtain client information requested by underwriting and ensure policy compliance Other duties as assigned

New Albany, Indiana, United States

 Responded to client inquiries regarding existing policies and coverage; made requested changes; handled client payments Respond to client inquiries regarding existing policies and coverage; make requested changes Maintain electronic records of client interactions and transactions including inquiries, changes, claims, comments, and actions taken Process quote information for prospective new clients and ensure eligibility guidelines are met Produce and submit evidence of insurance as requested Monitor status and completion of policy changes for accuracy and quality assurance Obtain client information requested by underwriting and ensure policy compliance Process claims, maintain contact with clients during claim process, and ascertain satisfaction Handle client payments and ensure accurate billing Answer incoming calls and schedule office appointments Assist with administrative tasks including electronic scanning and filing, deposits, packet assembly and mailings, and other similar tasks  Other duties as assigned

Mason, Ohio, United States

 Provided diligent and accurate sales of extended warranties and software support; consistently exceeded sales goals Followed up on prior installations to ensure customer satisfaction Responsible for maintaining software support and service contract accounts Assisted in training new associates

Remote

 Conducted sales of products; consistently reached top sales goals in the company Provided courteous service and support to customers by phone Assisted in training representatives in upselling products Received a promotion to dual role in Customer Service and Account Representative after working 8 months with the company

Marketing

Business