Mary Brinati Email & Phone Number

• Successfully oversaw a 10M dollar book, increasing book retention by 11.1% in the first year.
• Implemented new reporting and incentive structures that successfully increased performance and premium retention YoY.
• Led transfers of policies from one carrier to another by marketing to customers, detailing the processes, and implementing workflows to support company profit improvement plans.
• Created metric driven retention reporting for account managers and designed reports to… Show more
• Created metric driven retention reporting for account managers and designed reports to effectively communicate the improved retention to leadership. Show less

Chicago, Illinois, United States

• Lead and present up to five SaaS product demonstrations per week for potential clients both in-person and online.
• Host quarterly training seminars and refresher courses for enterprise clients covering FAQs, new products or carrier integrations, and changes to existing workflows.
• Assess, prioritize, and resolve client helpdesk tickets for topics including new user set-up, changes and resets to credentials, and troubleshooting unknown errors.
• Collaborate with the product team… Show more
• Collaborate with the product team to timely resolve system bugs and prepare new features including business integrations, pilot program workflows, and updated system capabilities. Show less

Chicago, Illinois, United States

• Developed a new hiring training program that covered company information, propriety agent management systems, department overviews, and using the learning management system.
• Partnered with company leadership to develop resource material for various strategic initiatives including carriers and the broader sales organization.
• Created an easy access path to information by building an internal intraweb through SharePoint that houses resources and training materials.
• Utilized… Show more
• Utilized Paylocity Learning Module to create training materials including webinars, lessons, and assessments. Show less

Greater Chicago Area

• Attended biweekly meetings with insurance carriers to review quoted business and approve offers for a book roll currently in progress, entering quotes issues by carriers into internal management system.
• Liaised between the carrier and the company’s internal account managers, researching and resolving any issues in addition to running reports for accounts won, lost, and pending because of the book roll.
• Interviewed and hired new service team members and aided management in… Show more
• Interviewed and hired new service team members and aided management in developing new service protocols for the Chicago office as well as training tools for account managers. Show less

Greater Chicago Area

• Quoted applications received from clients on carrier’s websites and entered information into company database for presentation to the client.
• Processed endorsements and certificates per client requests and set out corresponding evidence of insurance.
• Assisted retail producers to drive attainment of daily bind goals, including following-up with clients who had not completed the binding process in order to resolve inquiries and close the deal.

Greater Chicago Area

• Managed communications with clients and carriers, answering questions and resolving service problems by determining the cause, expediting correction or adjustment, and following up to ensure resolution.
• Prioritized daily activities to achieve results within the necessary timeframe, completing all outstanding items within assigned work bins before end of day; also, continuously updated client files for accuracy.

Greater Chicago Area

• Directed customer calls to the appropriate department, addressing complaints and issues regarding agents’ policies; utilized agency management system to update agents on applications and service requests.
• Guided agents in navigating the website and obtaining insurance quotes, answering inquiries regarding the company’s insurance appetite and referring other carriers if Insureon was unable to write the agents’ risk.

Greater Chicago Area

• Assisted in drafting the Chicago Healthy Homes ordinance, completed paperwork for housing and small claims cases, and prepared expungement paperwork throughout tenure.
• Organized the recordkeeping system and provided training to new interns in daily responsibilities.

Juris Doctorate (J.D.), Law

Master Of Business Administration (Mba)

Bachelor Of Arts, Sociology, Minor: Women'S Studies/Law & Society

Activities and Societies: Best Buddies of Indiana, Alpha Kappa Delta Sociological Honors Society, Purdue Pre-law