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.
• 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.

• 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.
• 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.

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.
• 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.

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.
• 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.
• 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.
• 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