Angela Wasik

Commercial Lines Insurance Account Manager

Responsibilities:
· Build relationships with current and prospective clients to better serve them and their portfolio of insurance policies.

· Work hand-in-hand with the Producer and Account Executive to meet the needs of the client.

· Manage a book of commercial insurance by marketing new business, renewing existing business, and analyzing coverage and risk exposure.

· Perform coverage comparisons, contract reviews, and negotiate with underwriters, as necessary.

· Oversee all invoicing, paperwork, and internal processing of assigned accounts.

· Prepare reports, proposals, and other documentation.

· Maintaining accounts in the Agency Management System

· Perform other duties and projects, as assigned.

Qualifications:

• Active Property and Casualty Insurance Agent License
• Commercial Insurance Account Management experience
• Strong Microsoft Office skills
• Ability to multi-task in a fast-paced environment
• AMS360
• Interest in leadership and mentoring
• Possess a strong work ethic, positive attitude and be a team player

• Answer phones and take messages for customers with friendly and caring support and excellent communication skills
• Schedule appointments
• Assist team members as needed
• Assist customers when they come in the office
• Take payments
• Review billing and handle questions for the customers
• Review policies with the customer so they have an understanding of their coverages
• Process changes on personal lines policies
• Quote personal lines policies
• Develop a good relationship with customers
• Filing
• Microsoft Excel
• Email

• Licensed Agent
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Efficient with handling claims, assigning and handling tasks and cases, and handling underwriting emails.
• Handle customer service including past dues.

• Review applications for new business
• Review policies for renewals
• Issue binders and policies
• Review inspections
• Review applications for endorsements and processed endorsements
• Invoicing
• Built strong relationships with lenders, brokers and clients for constructive communications.
• Documented underwriting decisions and provided evidence of compliance with applicable regulations.
• Made approval and denial recommendations by determining accurate risk levels.
• Evaluated applications to determine insurance coverage and appropriate risk classifications.
• Excellent communication skills, both verbal and written.

• Review applications for acceptability based on the underwriting guidelines, assist underwriters in preparing policies for issuing coverage.
• Work as a team, using multiple programs to find risk and rate policies.
• Setup instructions for endorsement insurance
• Review new applications for acceptability based on the underwriting guidelines
• Professional and courteous attitude.
• Multi-tasking with using two monitors and headset at once.
• Scan business documents, Index documents
• Research policies

• Named Top Performer 3 times within last 10 months
• Demonstrated ability to adapt to new technical systems while maintaining productivity and quality levels of more than 98%
• Performance reviews regularly above 98%
• Processed endorsements for personal, commercial, RV, and motorcycle policies throughout 41 different states
• Involved in the rating process of policies and drivers
• Trained underwriters on commercial endorsement processes, provided training to customer services representatives concerning other programs
• Gained expertise in all Microsoft Office applications 2007/2010, worked directly with SQL Server
• Answered phone calls and provided general customer service
• Developed and maintained relationships with agents
• Directly assisted in the writing and development of procedures for commercial processing
• Maintained billing system, financial responsibility filings, and EFT bank changes
• Provided new business customers with customized quotes

• Awarded Intro to Underwriting Certificate, Intro to Property & Liability Insurance Certificate
• Awarded Insurance 21 and 22 Certificates
• Pre-selected personal lines on behalf of homeowners, tenants, and automobile applications
• Developed and produced letters of non-renewal, premiums, and cancellations
• Involved in group changes, roof inspections, and photos for all underwriters
• Directly assisted underwriters with invoices and monthly reports, providing information as needed