Heffernan Network Insurance Brokers

Operations and Training Manager

Acrisure

Sr. Success Coach -Applied Epic Trainer

Baldwin Risk Partners

Managing a team of account analysts and account managers
Running reports on quality of data entry by colleagues 
Maintaining data fed up to accounting for senior level reports
Overall data governance of our Applied EPIC system
Responsible for new colleague training and existing colleagues 
Mentoring current colleagues with positive, constructive attitude
Conducting colleague one on ones and annual reviews
Writing quality control workflows
Analysis of current colleague work through positive touch points not micromanagement 
Analysis of data for management regarding books of business per advisor 
Management of books of business when there is a gap of appropriate colleague coverage 
Provides back up for colleagues struggling with book management

Quality Assurance Consultant

AH&T Insurance/Baldwin Risk Partners

Managing accounts for Middle Market Technology, Manufacturing, and Non-Profit companies.  I handle the daily activities as well as the following:
Maintain appropriate commercial carrier relationships. 
Perform marketing activities for accounts.
Coordinate service delivery including developing initial placement/renewal strategy.
Look for opportunities to improve the firm, business segment and processes.
Help customers with contracts and risk assessments 
When requested, serves as a mentor to new colleagues along with training of new colleagues.
I pride myself on both customer and underwriter relationships.

Middle Market Account Manager

Hub International Northwest

Assisted an Account Manager with task dealing with large construction companies, policy checking, policy changes, certificates, etc.

Commercial Insurance Assistant Account Manager

Wagner Insurance

Account Manager for small to mid-size construction companies and non-emergency medical transportation companies. My daily tasks were taking care of clients needs, seeking ways to improve our service while focusing on client needs. I was also a mentor to new employees and helped to develop training workflows for our small company.

Commercial Account Manager

AAA Washington Insurance

Personal Lines assistant to the office producers. Helping clients and producers with daily account activities including outbound calls for renewal updates and new business opportunities. I was often a back up for our very busy call center handling client claims, policy changes and helping to solve problems, I would also sit with new employees helping them train on the new systems and processes.

Customer Service Rep

Safeco Insurance

This position was in a claims call center. My responsibilities were to take new claims calls as well as setting up appointments for the clients. I was often called upon to facilitate parts of the claims experience to keep the clients claims moving forward.

Customer Service Rep - Claims

I have been in the Commercial Insurance business for 21  years and started my career in claims and personal insurance. I take pride in my relationships with internal as well as external colleagues. Mentoring and teaching through Leadership is a passion and is where I have decided to dedicate my insurance career. 


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