Prepare renewal quotes and summaries for account executives. • Build and maintain a cordial and productive relationships with clients, carrier contacts and co-workers • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. • Review client polices and identify exposures to loss and recommend appropriate coverages. • Negotiate and prepare carrier renewals. • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. • Verifies policies and policy change information, facilitating corrections when necessary. • Quote, market and prepare proposals for new business clients. • Assist Sales Executives in preparing workbook’s for Captive Accounts and process all captive audits, claims assessments and billings.

• Prepare renewal quotes and summaries for account executives. • Build and maintain a cordial and productive relationships with clients, carrier contacts and co-workers • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. • Review client polices and identify exposures to loss and recommend appropriate coverages. • Negotiate and prepare carrier renewals. • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier. • Verifies policies and policy change information, facilitating corrections when necessary. • Quote, market and prepare proposals for new business clients. • Assist Sales Executives in preparing workbook’s for Captive Accounts and process all captive audits, claims assessments and billings.

Daily responsibilities include, • Prepare renewal quotes and summaries for account executives. • Build and maintain a cordial and productive relationship with clients. • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. • Review client polices and identify exposures to loss and recommend appropriate coverages. • Negotiate and prepare carrier renewals. • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.• Verifies policies and policy change information, facilitating corrections when necessary.• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.• Quote, market and prepare proposals for new business clients.

•Develop & maintain valuable relationships with perspective and current clients, business owners & insurance representatives. •Provide accurate insurance quotes for all personal lines policies for current & prospective clients. •Review current clients policies at renewal and contact client to discuss questions or changes that they may have. •Prepare alternate quotes & issue all personal lines policies with perspective companies for current clients & prospects. •Process all policy change requests & endorsements with perspective carrier per insureds request. •Support all requests for Certificates, Declaration copies, Auto ID Cards and Binders. •Update personal lines policies in client database & make sure all policy changes and endorsements that were processed downloaded correctly. •Maintain in-depth knowledge of statistics, rules, exclusions and regulations for each carrier that we represent along with current industry trends. •Retrieve client claim data from carriers website, enter & update payment details and claim statuses. •Communicate & explain in detail accurate & comprehensive policy coverages & limits to clients & provide knowledgeable recommendations that is best for them.•Support all insureds billing & payment inquiries, along with cancellations reinstatements.

•Obtain updated census, quote and create analysis spreadsheets depicting incumbent renewal plans and options with other carriers.•Daily responsible contact with our employer groups and healthcare companies handling billing, claim and enrollment issues.•Provide customer service for customers through selling, quoting and issuing new policies as well as monitoring accuracy on renewals and new employer groups.•Facilitate open enrollment meetings and employee questions.•Comprehensive knowledge of Applied Systems TAM & Epic.

•Obtain updated census, quote and create analysis spreadsheets depicting incumbent renewal plans and options with other carriers.•Daily responsible contact with our employer groups and healthcare companies handling billing, claim and enrollment issues.•3rd party administer for all Federal COBRA clients; responsible for following all COBRA guidelines in dealing with our insured’s ex-employees; i.e. Notification, adds & terms, process billing and claim issues.•Administer for PA Mini-COBRA to all client employer groups under 20 employees.•Provide customer service for customers through selling, quoting and issuing new policies as well as monitoring accuracy on renewals and new employer groups.•Facilitate open enrollment meetings and employee questions.•Comprehensive knowledge of Applied Systems TAM.

•Started as receptionist. •Over see a $40 million renewal book of business; obtain updated census, quote and create analysis spreadsheets depicting incumbent renewal plans and options with other carriers.•Personally responsible for all small group renewals of 10 lives and under.•Daily responsible contact with our employer groups and healthcare companies handling billing, claims and enrollment issues.•Facilitate open enrollment meetings and employee questions.•3rd party administer for all Federal COBRA clients; responsible for following all COBRA guidelines in dealing with our insured’s ex-employees; i.e. Notification, adds & terms, process billing and claim issues.•Administer for PA Mini-COBRA to all client employer groups under 20 employees.•Dealing with all in house benefit issues; coordinator of Highmark’s Wellness program, information to new employees, add & terming of employees, claims and billing problems.•Provide customer service for customers through selling, quoting and issuing new policies as well as monitoring accuracy on renewals and new employer groups.•Comprehensive knowledge of Applied Systems TAM.