Samantha Wagner, Cris Email & Phone Number

Responsible for daily servicing of an assigned book of business with direct accountability for client satisfaction and retention. Responsibilities include client and carrier relationship management, policy related service, accounts receivable management and file management.Key Accomplishments:• Coordinate servicing of a book of business with all internal and external stakeholders.• Demonstrate an advanced level of knowledge of all commercial lines of insurance• Communicate and develop relationships with clients to ensure their satisfaction with services provided.• Visit and coordinate communication with clients as necessary to review policies, audits, loss run analysis and experience modifications/projections.• Collect renewal information from clients.• Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements.• Create and deliver final bound coverages document, summary of insurance, invoices, and any other deliverables to client.• Facilitate review of client policies to ensure accuracy.• Verify, dispute and process audits in a timely manner and create and present detailed audit reviews to clients.• Mentor and assist in employee development of team members.

Responsible for data collection, recording and distribution of underwriting and rating information required to deliver complete submissions and proposals during commercial property and casualty insurance marketing process. This position requires exceptional administrative skills, including a high level of organization, timeliness, and attention to detail while providing support in a team setting through the marketing process.Key Accomplishments:• Analyze expiring insurance policies and endorsements in order to create renewal marketing exposure workbooks to deliver to the Client Manager in order to obtain renewal updates.• Review client renewal exposure updates and transfer data into agency data management system in order to generate appropriate submission documents.• Work closely with various carriers, underwriters, and wholesale brokers to obtain renewal items, supplemental applications, and loss runs.• Create loss run analysis by obtaining and reviewing loss runs.• Create experience modification projections by obtaining and reviewing workers’ compensation loss runs, payroll figures, and manual premiums and then verifying experience modification projection through ordering NCCI experience modification worksheets.• Create submission packets used by insurance carriers, underwriters, and wholesale brokers to consider a risk in order to provide premium quotes. • Create proposals by reviewing commercial property and casualty premium quotes.• Continue to provide the highest level of marketing support while continuing to further education in insurance.

Orland Park, Illinois

Assist clients with servicing needs in regards to commercial property and casualty insurance through working closely with various account team members. As a client-facing role, it is crucial to have excellent customer care skills. Responsibilities include processing various policy documents and providing information and documents to clients as needed.Key Accomplishments:• Provide highest level of customer service to clients while continuously achieving the highest level of professionalism.• Process policies, endorsements, audits, invoices and other client documents with a focus on accuracy and timeliness.• Accurately and efficiently enter premium and policy related information into data management systems.• Assist with accounting related issues related to premium and commission inconsistencies and accounts receivable.• Prepare client documents for delivery via email and/or mail delivery.• Assist Client Manager with binding subjectivities for clients and checking coverage for accuracy.• Review insurance contracts to ensure proper insurance coverages are in place.• Work closely with carrier websites, underwriters, and carrier contacts in order to obtain account information, policy documents, and properly endorse policies.• Manage, prepare, and deliver certificate holder lists, midterm and renewal certificates of insurance, evidence of property, and auto ID cards.• Continue to provide the highest level of client service while continuing to further education in insurance.

Orland Park, Illinois

Assist clients and account team members in handing tasks associated with new and renewal business while providing excellent customer service. Responsibilities include processing various requests from clients, account team members, and producers.Key Accomplishments:• Analyze insurance contracts to ensure client has proper insurance coverage.• Review property and casualty insurance policies and endorsements to create precise certificates of insurance and evidence of property.• Continue to collaborate with various teammates and servicing teams to deliver proper documents in a timely matter.• Accurately and efficiently enter data into agency’s data management system.• Continue to provide the highest level of client service while continuing to further education in insurance.

Bolingbrook, Il

Collaborate with leadership to support administrative operations for a fast paced pharmacy. Responsible for coordination of daily operations within the pharmacy to ensure proper medication dispersal and to make certain that customer drug-related questions/concerns and other problems are appropriately addressed and resolved by staff. Demonstrate a solid understanding of inventory control procedures.Key Accomplishments:• Continually work to analyze clinic performance metrics for opportunities to implement efficiency improvements and to optimize quality of care.• Train technicians and other employees to thoroughly understand pharmacy software system and the unique workflow of the location.• Design marketing collateral and manage social media posts to further pharmacy’s marketing strategies.• Accountable for assisting with employee scheduling and weekly payroll functions.• Proactively manage the pharmacy relationships with assigned pharmaceutical manufactures, vendors, and partners. Successfully negotiate best in class products at fair prices.

Dedicated to creating a stimulating and enriching learning environment to provide student athletes with a solid wellness and fitness educational foundation. Expert ability to present subject matter to students, using various teaching methods and technology; adjusting teaching style and method to meet the needs of eachstudent’s learning style. Performed administrative office duties including data entry, transaction processing, and other tasks based on request.Key Accomplishments:• Ensured excellence in customer service and the athlete experience to facilitate the seamless operation of the pro-shop.• Worked with students to identify long-range goals and specific objectives to facilitate their learning and long-term development.

Bachelor Of Science (B.S.), Business Administration

Associate Of Science (A.S.), Accounting