Trent Pethtel, Cpcu, Arm, Ains, Ais, Prc Email & Phone Number

Bradenton, Fl, Us

- Promoted 10 months into the role- Gathers, analyzes, and ensures the accuracy of pricing and proposal information- Deconstructs submissions by identifying, gathering, and entering information into systems, pricing tools and models flagging referral triggers, and initiating/managing requests to internal service providers- Executes post-sale account management workflow, including initiation of billing, policy issuance, acquisition of account agreements and file documentation.

Indianapolis, Indiana

- Assessed existing coverage and aligned new products and services with long-term goals to determine financial needs- Delivered expertise by identifying and analyzing customer and agent needs to ensure high satisfaction, growth, and retention of business- Risk assessments on dwelling policies, reviewing for underwriting risks/hazards- Documented calls and completed any required forms to send to corresponding parties- Achieved and exceeded monthly metrics required for efficiency… Show more - Assessed existing coverage and aligned new products and services with long-term goals to determine financial needs- Delivered expertise by identifying and analyzing customer and agent needs to ensure high satisfaction, growth, and retention of business- Risk assessments on dwelling policies, reviewing for underwriting risks/hazards- Documented calls and completed any required forms to send to corresponding parties- Achieved and exceeded monthly metrics required for efficiency targets Show less

Indianapolis, Indiana Area

- While speaking to our customers via phone/face-to-face video, investigates, determines coverage of loss, and adjusts all elements of routine Property Loss claims.- Wrote appraisals for dwelling repairs of routine claims based on information collected from customers and contractors. Issues payment to policyholders where possible, while using the latest technology in the industry. May work with a Liberty network contractor in the appraisal process. -Explained coverage of loss… Show more - While speaking to our customers via phone/face-to-face video, investigates, determines coverage of loss, and adjusts all elements of routine Property Loss claims.- Wrote appraisals for dwelling repairs of routine claims based on information collected from customers and contractors. Issues payment to policyholders where possible, while using the latest technology in the industry. May work with a Liberty network contractor in the appraisal process. -Explained coverage of loss, assists policyholders with itemization of damages, emergency repairs and additional living arrangements.-Worked with and may coordinate a number of vendor services such as contractors, emergency repair, cleaning services and various replacement services. Show less

Richardson, Texas

-Conducted a prompt, thorough and fair investigation by obtaining relevant facts to determine coverage, origin, and extent of property losses.-Established and maintained accurate loss cost estimates and reserves for each claim for reporting, financial records, and other purposes; monitors the costs to ensure they are reasonable and necessary-Affirmed or denied coverage of the claim based on the facts and the policy terms and conditions-Keeps the electronic claim file… Show more -Conducted a prompt, thorough and fair investigation by obtaining relevant facts to determine coverage, origin, and extent of property losses.-Established and maintained accurate loss cost estimates and reserves for each claim for reporting, financial records, and other purposes; monitors the costs to ensure they are reasonable and necessary-Affirmed or denied coverage of the claim based on the facts and the policy terms and conditions-Keeps the electronic claim file properly documented with accurate, clear and timely information and reports that reflect the adjustment activities and substantiate any payments made Show less