Payton Stehno Email & Phone Number

Milwaukee, Wi, Us

New Berlin, Wisconsin, United States

Waukesha, Wisconsin, United States

Pewaukee, Wisconsin, United States

Verifying the downloaded transactions for all Personal Lines offices. Processing manual renewal policies and endorsements. Following up with clients on claims to ensure customer satisfaction. Using various carriers websites & learning coverage options. Assisting daily operations of personal lines agents. Re-examination of endorsements from carriers.

Brookfield, Wisconsin, United States

• Process paperless only and electronic bond purchasing systems of new and renewal business, cancellations, and endorsements.• Prepare billing invoices, continuation certificates, policies, and cancellation and reinstatement notices for outgoing mail.• Communicate with branch and field personnel and agents regarding processing transactions.• Assist agents in utilizing the electronic bond purchasing systems and the company website.• Retrieve credit reports using computer software as requested by the Underwriting Department.• Prepare various types of correspondence for the Home Office Underwriters including memos and branch audit materials; perform a variety of administrative duties such as filing and scanning.

Pewaukee, Wisconsin, United States

• Provide a high level of customer service for all policy holders utilizing my excellent phone etiquette skills• Perform a wide range of Customer Service activities including quoting and selling insurance• Describe and advise on insurance coverage options• Accept payments, change payment plans, and process policy changes