Lori Seeger Email & Phone Number

Seattle, Wa

Bellevue, Wa

• Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing for Builder’s Risky.• Receive the policy ordered and review for accuracy.• Prepare proposals.• Receive, document, and process insured’s requests for service.• Place coverage, overseeing invoicing, and documentation to client.• Check and process all resulting paperwork and oversee invoicing of same.• Prepare certificates as needed and in accordance with policy terms and limitations. Negotiate additional coverages as required and requested by customer.• Checking all audits, invoices, and transmittals to client. Assist in accounting reconciliations as needed.• Maintain policy files and organization in accordance with company guidelines.

Seattle, Wa

Marketing AssistantDecember 2001 – December 2002August 1994 – October 1999• Complete agency/company agreement documentation; work with marketing representative on issuance of incentive agreements.• Maintain marketing information systems.• Analyze profit sharing and contingent commission projection reports to verify accuracy against contracts issued.• Maintain and update business plans against defined goals and objectives; report results to appropriate Commercial Segment staff and leadership team.• Coordinate producer licensing with centralized facility and Underwriting Center.• Prepare and coordinate agency communication campaigns, including mass mailings and newsletters.• Assist with logistical planning for both regional and national producer events.Underwriting AssistantNovember 1999 – November 2001• Gather, organize and request information required to prepare policies/account files for underwriting review and processing.• Manage and coordinate the workflow and business process between the branch and the Business Insurance Service Center to insure that business is reviewed, quoted and processed within the established service standards.• Assist underwriter in preparing final documentation to accurately reflect coverage and pricing.• Process endorsements and policy revisions that fall within granted authority and referral guidelines.• Enter, update, and verify accuracy of data in various systems. Audit AssistantNovember 1992 – August 1994 • Process of all manual and electronic audits.• Quality check all physical audits for accuracy.• Gather and request information needed for auditor to complete physical audit.• Work with accounting center on all disputed audits.

Bellevue, Wa

• Responsible for coding and inputting of statistical data, setting reserves, reconciling of unmatched checks and drafts, handling of abandoned property. • Overseeing of the Mail Department, Dictation and Claim Accounting Department to see that tasks are done in an orderly and efficient manor.