Katherine Phillips, Cisr Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Il

Manage assigned accounts with a focus on relationship building to further develop sales and products. Identifies opportunities for profitable growth of existing business with assistance in day-to-day activities, utilizing a unique understanding of the account to develop business strategies.➤ Strategically maximizes business results and oversees three books of business amassing a total revenue of $1 million, driving revenue growth of $600K of new businesses in 2021➤ Builds relationship with the clients, underwriters, and key stakeholders to ensure the business targets and productivity targets of the company are achieved effectively➤ Leverages robust leadership skills to train and mentor new hires on company's values, mission, policies, and goals➤ Cultivates effective and open communication by facilitating the documentation of internal strategy meetings, external strategy presentation, and current program and expiring exposures➤ Provides prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification➤ Recognizes growth, retention, and expansion opportunities through analysis of customers business objectives, their industries, and the dynamics of the insurance marketplace➤ Prepares program-level proposals, incorporates recommendations, and coordinates all information from resources➤ Obtains, utilizes, and accurately analyzes key competitive data for management in a timely manner that facilitates achieving desired account results

Chicago, Il

Applied expertise and judgement in providing quality, and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing, and reconciliation services➤ Supported account managers and producers by assisting in the management of two middle market books of business in the real estate and construction department➤ Oversaw the marketing strategy planning and execution of all Builder's Risk policies and ensured appropriate transfer to permanent master policies by keeping updated on project status➤ Collaborated with the cross-functional teams to strategize and deliver successful marketing and communication initiatives with the goal of generating new business➤ Drove and executed policy changes including adding and deleting locations and following up with carriers for endorsements to ensure accuracy and proper processing➤ Delivered prompt and exceptional customer services by issuing certificates of insurance and producing Insurance Requirements Reviews to notify clients of coverages that do not meet their contractual requirements➤ Implemented process improvements to ascertain continuous development of service delivery metrics specifically the timely issuance of certificates of insurance to achieve expectations➤ Served as the primary point of contact for clients and executed all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs

Deerfield, Il

Sustained an established team in meeting the day-to-day technical needs on a $1.5 million book of business in the real estate, construction, habitational and manufacturing industries. Assisted in servicing insureds in accordance with established company values, goals, and procedures.➤ Supported a multi-line insurance book of business with policy premium ranging from $500 to $500,000 by delivering high quality service in servicing assigned clients and accounts➤ Ensured proper risk transfer and compliance of insurance certificates by reviewing and examining general contractor and sub-contractor additional insured contract requirements➤ Excelled at providing quality support services such as marketing renewal policies, coordinating renewal applications of the insured, and engaging with underwriters for pricing and proper coverages➤ Generated and issued various documents including renewal and new business proposals and surety, payment and performance, license and permit, and notary bonds➤ Assisted in data entry task, documentation production, and bill payment process, such as premium breakdowns, finance agreements, accounts receivable and collections on entire book of business.➤ Reviewed policies and management system to ensure certificates were being issued based on coverages in place➤ Facilitated the claims process with appropriate carrier and followed up with adjustors to ensure client satisfaction throughout the entire claim process