Lori Shaddock Email & Phone Number

Millersville, Md

• Providing RFPs for clients and assisting in processing/finalizing opportunities.• Assist voluntary benefit enrollments and processes for multiple carriers.• Implement and maintain voluntary benefit programs from open to close following policy and procedures across various enrollment platforms and carriers.• Provide ongoing assistance to over 150 agents and broker partners to oversee a large book of business across various carriers. • Assist POC with discrepancies, enrollment questions and various requests.• Track and document all work in CRM system, Agencybloc to enable workflows connect with groups and agents to ensure notification of new opportunities and open enrollments

Maryland, United States

• Independently prioritize incoming tasks according to significance within cooperate timelines• Evaluate data and form conclusions of performance gaps in maintaining account loyalty• Continue account retention, assisting in account concerns • Collaborate with leadership to develop strategies for problem areas and growth areas• Office equipment maintenance and supplies updated • Weekly and monthly meeting preparation, meals, handouts, equipment• Maintain integrity of client relations through various means of communication• Agent reports, keeping sales projections/expectations and contests in front of them• Analyze financial information and prepare financial reports to determine or maintain record of assets• Achieve quarterly and yearly goals, compensated by amazing travel destinations and bonuses• Won various contests held within the company

Maryland, United States

• Generate new business opportunities through company leads, networking, referrals and calls • Assist in meetings with employers to customize programs to meet their benefits needs • Engaging and enrolling interested employees in plans • Continue to service employers and customers through ongoing consultation on topics regarding newbenefits options, the latest benefit trends, ACA updates, etc • Account retention, assist business owners in billing inquires and employee benefit needs. • Properly administer insurance quotes, deduction sheets, and sales reports. • Agent reports, keeping sales projections/expectations and contests in front of them to achieve sales goals.• Weekly and monthly meeting preparation, meals, handouts, equipment • Over saw office functions and staffing, office equipment, office maintenance and collaboration.

Baltimore, Maryland, United States

• Interview prospective clients & formulate opinions regarding possible representation • Independently prioritize incoming tasks according to significance within legal framework• Acquire all necessary information, documentation needed for client files• Paperwork preparation for acting lawyer for court case• Maintain integrity of client relations through repeat telephone calls, emails and letter contact• Communicate with insurance companies and lawyers to settle and complete claims• Assist in managing multi-line telephone system, meet and greet clients• Manage all equipment set up, repairs, questions, and manage all office supplies• Acting as Notary Public