Melissa Weiss Email & Phone Number

Madison, Wi, Us

Madison, Wi, Us

Madison, Wi, Us

• Grow client relationships for my book of business • Organize and prioritize workflow pertaining to assigned book of business• Provide timely client service for assigned books of business, responding to customer inquiries regarding policies, coverages, claims and accounting/billing• Process special functions as needed by client, such as premium breakdowns, loss analysis reports, dividend calculations, and researching coverages• Review policies language and contracts to be sure coverage adequate for clients business operations• Support & comprehend clients business operations, to provide recommendations on coverage applicable for their business• Prepare proposals for new and renewal business, meeting deadlines relating to appointments and policy expirations• Meet with three Account Executives on a regular basis to discuss workload, appointments, and weekly goals• Maintain professional skills with continuing education for further development and understanding of property/casualty insurance • Maintain efficient and positive relationships with Account Executives, other agency staff, clients and carriers• Comprehend insurance industry changes & marketplace trends

Madison, Wi, Us

• Order and process customer requests for policy changes, and communicate policy changes to underwriters, gather required underwriting information, and follow up accordingly to ensure completion• Prepare binders, certificates of insurance, cancellations, reinstatements and other related insurance forms required by customers• Reprioritize workload and problem solve solutions to complete projects effectively and efficiently, if discrepancies actively research them• Provide assistance to Account Managers and Account Executives as requested• Review and process client communication in agency management system following department procedures and correct activity codes• Maintain skills with continuing education for further development and understanding of property & casualty insurance

Madison, Wi, Us

• Develop monthly communication timeline• Edit, format and post Bi-weekly wellness tips on intranet platforms and e-mail utilizing project timelines• Collect content for monthly news and quarterly newsletter and create design using Adobe• Assist with planning and development of annual health expo event for 700+ individuals • Maintain company website information & design using Wix• Send email communications to our clients• Develop logo and marketing materials for new clinic being established• Redesign materials that are distributed to clients to align with brand using Adobe Creative Suite

Fitchburg, Wisconsin, Us

Experience:• Coordinated and scheduled project meetings for all Project Managers through Outlook• Updated stakeholder information to project trackers• Created formalized templates for the department• Researched best practices of Vendor Management • Developed and built a Vendor Management Process • Designed flow charts in Visio of Vendor Management Process• Presented Vendor Management Process to department• Attended weekly project team meetings for multiple projects• Listened to weekly company integration meetings• Prepared meeting agendas for Project Managers• Updated Microsoft Project task information Professional Development:• Enhancing Communications in the Workplace course• Executive 1:1 discussions• Company Culture course• Education about generational groups• Resume building and interview tips• Multiple employee panel discussions• DiSC Training • Managing Transitions Training• UW Health Simulation Center tour

Bachelor Of Science (B.S.), General, Marketing, Health Information Systems Management

Business, Management, Marketing, And Related Support Services