Marita Moore Email & Phone Number

Fort Lauderdale, Florida, United States

Evaluate and analyze new business and renewals submitted by Agents and Account Executives according to the carrier underwriting guidelines. Reviews and requests any missing information and/or documents needed to submit the case to the carrier for approval including reconciliation of tax documents. Submit all cases through the carrier website portal, upon.

Ft. Lauderdale, FL

• Responsible to contact groups prior to renewal per company guidelines and fill group’s requests to shop policies or see alternatives.
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken during renewal process while receiving, record, and forwarding renewal letters.
• Consult with policyholders to analyze insurance program and suggest additions or changes while reviewing and explaining insurance premiums.
• Suggests new or additional services or products and explain features, advantages and disadvantages of various insurance plans. Ensure that policy requirements are fulfilled including the completion of appropriate forms.
• Assist with claim disputes and file grievances on behalf of policy holders.
• Other office duties as assigned (i.e. Answer phone, answer door, file)

Fort Lauderdale, FL

• Responded to inbound calls from policyholders and prospects, looking for information regarding their coverage’s.
• Send information to clients and prospects while maintaining client files and ensured all required documents were received and filed correctly and accurately.
• Managed claims for Health and Dental Insurance, Long Term Disability and Group Life.
• Handle billing issues for clients & requested censuses for quoting.
• Process new business applications, and insure that cases are installed quickly and accurately by the carrier.
• Process all policy changes, endorsements and other requests of clients and internal partners.

Fort Lauderdale, FL

• Supported sales policies and procedures and provided proper and effective treatment to all customers.
• Maintained accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities Prepared censuses and worked with marketing to design benefit programs.
• Developed and maintain relationships with key people involved in insurance process at the account.
• Coordinated the renewal process according to special unit standards and coverage guidelines.
• Delivered renewal policies or proposals within time frames described in special unit standards while Cross-selling and upgrading coverage’s on existing book of business while responsible for accounts receivable on.
• Obtain life, group, and personal lines referrals on new business and renewals for distribution to other departments.

Fort Lauderdale, FL

• Organized and managed all aspects of the office, both professional and personal schedules.
• Assisted the CEO, Operations Manager and Account Managers with project deadlines and reporting.
• Other duties include, but were not limited to, data entry into the firms CRM software, calendar scheduling, meeting preparation, all travel arrangements, manage office supplies/order as needed,
• Answer multi-line phone system and assist with client needs.