USI Insurance Services

Corporate Trainer for Commercial Lines Servicers on system functionality, workflows and processes. Train new hires, those coming from acquisitions, and ongoing refresher training for established employees. Partner with new employees during their new hire training and guide them through training site material and resources on company intranet. Monitor the training support email, respond appropriately or refer to other internal departments depending on solution needed.

National Commercial Lines Trainer

Client Service Team Lead / Senior Commercial Account Manager

Associated Benefits and Risk Consulting

Client Services Team Lead

Account Manager II

HNI Risk Services

Account Manager

The Brehmer Agency, Inc

I serviced Commercial lines accounts which include a focus on Commercial & Residential Construction. From marketing new business prospects to existing clients, reviewing policies for accuracy and certificate requirements for compliance to issuing certificates and processing policy changes to daily service and client & carrier interaction, I did it all. I worked directly with members of various organizations such as the MBA (Metropolitan Builders Association), WBA (Wisconsin Builders Association) and the AGC (Associated General Contractors of Greater Milwaukee). 

Lead the development of our workflow and procedure manual and configured agency documents based on our use of Applied Systems EPIC.

Commercial Account Manager

Petersen & Associates

As a Commercial Lines Account Manager I maintained the daily needs of clients while maintaining a positive relationship between the client and insurance carriers. Marketed new business, handled renewal negotiations, reviewed policies, processed changes, reviewed contract requirements for certificates of insurance, verified audits. Partnered with BizAssure to provide assistance with Risk Management, OSHA Compliance and Return to Work Programs, Consulting Services, Training Programs, Legal Reviews and HR Programs, along with Employee Handbook Reviews, among other services. 

Maintained the Commercial Department Procedure Manual by reviewing current workflow procedures for accuracy and efficiency, revised existing procedures if needed, and wrote new workflow procedures.

Diversified Insurance Solutions

At Diversified Insurance, I serviced Commercial lines accounts which included a focus on Commercial & Residential Construction. I worked with members of various organizations such as the MBA (Metropolitan Builders Association), WBA (Wisconsin Builders Association) and the AGC (Associated General Contractors of Greater Milwaukee).

My responsibilities included managing the day-to-day needs of the client while maintaining a positive relationship with the client and insurance company representatives. Assisted in meeting with current clients and prospects to review insurance coverages and insurance proposals. Handled negotiations with the insurance company for new business and renewals. Reviewed policies for accuracy and coverage forms, and prepared policy binders for the client. Requested and processed policy changes & endorsements. Reviewed insurance requirements for Certificates of Insurance. Processed and reviewed audits and audit disputes along with claim reporting. Worked with in-house Risk Management to determine loss control services for clients.

I assisted in the implementation and conversion to Applied Systems Epic, and was also a member of the workflow & procedure team.

Senior Commercial Lines Customer Service Agent

Insurance Associates

Responsible for handling Certificates of Insurance, processed policy changes and verified endorsements, reviewed insurance policies, prepared premium comparisons, checked annual policy audits and other daily needs requested by the Account Underwriter.

Underwriting Assistant

Corporate Trainer for Commercial Lines Servicers on Sagitta and ImageRight system functionality, workflows and processes.

Experience creating, testing and maintaining workflows and procedures in Applied Systems Epic and CSR24 for efficiency; along with training & mentoring team members. 

Accomplished customer service agent in Commercial insurance. 

My goal is to provide the highest level of customer service to both internal and external agency partners. I am always building and solidifying relationships while maintaining a positive image for my company.

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