Rachel Compeau, Acsrp Email & Phone Number

Buffalo, New York, United States

• Managing an assigned book of business including renewals, endorsements, evidence of insurance, summaries and other insurance documents in accordance with established guidelines.
• Routinely conducting consultative conversations with our clients and prospects to ensure all coverage needs are addressed while providing superior customer service to retain our prestige clients.
• Develop new business and existing accounts including the quoting and processing of applications to retain and grow an assigned book of business.
• Continually establishing and maintaining professional relationships with carriers and clients.
• Support all Lawley initiatives as requested, guided by company values, sales culture, business needs and scorecard.

Westchester County, New York, United States

• Managed an assigned book of existing business, focusing on growth and retention.
• Routinely conducted consultative conversations with our clients and prospects to ensure all coverage needs were addressed.
• Developed, quoted and sold Personal Insurance to new and existing clients.
• Worked within designated timelines to provide superior customer service to retain our clients, as well as referrals and new business opportunities.
• Processed endorsements and created insurance documents as needed.
• Continually established and maintained professional relationships with carriers and clients.

Buffalo, New York

• Provided support to Personal Lines teams in obtaining, maintaining, expanding, and servicing accounts.
• Checked renewal information, endorsements, and cancellation documents for accuracy and secure corrections.
• Prepared policies and product for delivery to the insured with marketing pieces and invoicing.
• Referred gaps in coverage, low limits, and other account deficiencies to the Account Manager.
• Invoiced all transactions within specified time frames.
• Supported all Personal Lines initiatives, as guided by Lawley values, sales, culture, and scorecard.

Buffalo & Rochester NY

• Prepared Accord forms to be signed by insured including but not limited to: Insurance Binders; Home, Auto, Umbrella, etc. applications; and Evidence of Property Insurance.
• Entered new clients and prospective clients into the EPIC computer system.
• Ran home and auto reports.
• Joined in on company meetings held with other insurance companies.

Buffalo/Niagara, New York Area

• Worked with specific data cleanup.
• Completed data entry projects.
• Helped prepare business for a company-wide movement from The Agency Management System (TAM) to Epic.

Niagara Falls, New York

• Assisted customers to pick out clothes and shoes for their type of work outs and activities.
• Worked as a cashier cashing out customers, and promoting different sales and offers to customers.
• Very experienced in every department of the store including Shipping & Receiving, Footwear, Apparel, and Cashing.
• Folded and organized clothes throughout the store.

Niagara Falls, New York

• Worked in the car wash department, which includes drying and washing customer cars.
• Worked in the detail shop department, which involves cleaning the interiors of customer vehicles.
• Worked inside the convenient store as a Level II Cashier Advisor and also sold many different cleaning packages and holiday specials to customers.

Bachelor'S Degree, Finance, Corporate

Nys Regents Diploma