Vickie Epling Email & Phone Number

Chagrin Falls, Ohio

Primary contact for designated middle market commercial clients. Responsible for managing insurance program, addressing questions and implementing changes. Process typical account billing transactions as well as handling personalized plans for select clients. Prepare Acord Applications, Proposals, Premium Breakdowns, Insurance Binders, Certificates of Insurance, Evidences of Property Insurance and other important documents. Review policies, endorsements, annual audits and applications. Also review lease and contract insurance requirements for clients. Market new and renewal business, negotiating the most favorable terms and conditions for both the insurance carrier and the customer. Review quotes and discuss options with producer and/or client. Understand and appreciate rating functions and, on occasion, utilize carrier rating programs. Responsible for entering data, maintaining electronic files and retrieving information upon request. Assist with claims issues when necessary. Currently utilizing Vertafore/Sagitta agency management system and WorkSmart/ImageRight document management system.

Solon, Ohio

Life Science/Biotechnology/Professional Liability Department. Typical account manager functions with concentration in the technology field. Significant efforts in writing new business in the Pittsburgh, PA territory. Efforts included gathering information preparing submissions, marketing and preparing proposals. Utilized various special programs online which included completing applications, rating, proposals, binding and changes throughout the policy term.

Kent, Ohio

Primarily responsible for writing new business and servicing all customers for new agent that acquired an existing book of business. Data entry for transmission to home office for new applications, policy changes and payments received. Many miscellaneous duties common to a small agents day to day business operation.

Independence, Ohio

Provide customer service to clients which included addressing coverage issues, annual review of policy and exposures as well as present options and offer additional coverage. Processed policies, endorsements, audits and Certificates of Insurance. Also responsible for billing and account reconciliation for agency-billed accounts. Prepared premium breakdowns for customers with multiple locations. Market new and renewal business and prepare proposals. Responsible for entering client and policy data into the Applied agency management system. Some rating for a few select carriers. Also assist with claims as needed.

Northfield Center, Ohio

Assumed responsibilities of a secretary and two producers upon their departure from agency. Responsible for daily activities of a small agency. Gather information, rate, propose, sell and service new personal and commercial customers. Handle incoming calls and communications from customers and carriers which included changes, bonds and claims. During my course of employment with GA Insurance, we converted from a manually operated agency to an automated agency. At the time, I entered all data into the Applied agency management system.

Kent, Ohio

Handle calls from clients, prepare applications, proposals, invoices, certificates and binders. Responsible for marketing and ordering policies for new business as well as handling changes on existing accounts. Complete applications and calculate premium for various out of state workers compensation policies.

Cleveland, Ohio

Negotiate with carriers to secure competitive quotations for new and renewal business. Investigate and determine markets for special and/or challenging lines of coverage. Created and maintained subject files with applicable application supply, organized and maintained reference library, maintained carrier files and prepared production reports upon request. Occasionally accompanied producers on prospect appointments to collect information needed for the marketing process. Rated basic lines of coverage as needed.

Bedford, Ohio

Trainee position for commercial underwriting department. Assisted underwriters with new and renewal non-standard business quotes. Processed incoming mail, verified annual audits, reviewed inspection reports and notified producing agent of recommendations. Obtained ISO rates from microfilm and prepared quotes using Ratercalc program.

Cleveland, Ohio

Coded policy information for data entry, calculated and balanced premium and organized insurance order for policy typing. Prepared binders, invoices, certificates and cancellation notices. Prepared reinsurance notices to sister companies, handled various follow-ups, assisted underwriters with their daily activities and kept policy files up to date.