At Legacy, we give you the strategies, tactics, and tools to maximize your business in the ways that matter most to you. Because every advisor — and client — is different, our training can be tailored to suit your learning style, so you can create powerful, meaningful, and profitable relationships with your clients stretching generations.

Responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producers, insurance companies, and MGAs to support business development while upholding high service. 2.7m in premium

Assisted in both Commercial and Personal Lines. Responsible for maintaining relationships with insureds, producers, insurance companies, and MGAs to support business development while upholding high service standards.

One of the starting members of a new team dedicated to administrative work for auto, property, and liability. Task include requesting reports, indemnity and expense payments, speed letter requests, and subrogation court filings. Also supported the claims service center with calls when needed.

Call center for the entire claims department recording incident information from insured's, agents, attorneys, medical providers and vendors. Focused on attaining a high service level while completing an array of office tasks. - office handles auto, property, and liability- provide superior customer service- efficiently use multiple systems to complete daily tasks- manage claim files by ordering appraisals and supplement appraisals, canceling checks returned for voiding, update… Show more Call center for the entire claims department recording incident information from insured's, agents, attorneys, medical providers and vendors. Focused on attaining a high service level while completing an array of office tasks. - office handles auto, property, and liability- provide superior customer service- efficiently use multiple systems to complete daily tasks- manage claim files by ordering appraisals and supplement appraisals, canceling checks returned for voiding, update information as necessary in order to ultimately bridge the gap between the insureds and their specific claim- research the proper claim number for documents to be added to the file- sort and distribute all incoming mail company wide- multitask office work while answering 50-80 calls per day.- interpret and understand insurance coverages to answer an array of questions Show less