KEMPEE

• Quoted and bound policies for various lines of commercial insurance, including General Liability, Workers Compensation.
• Assisted clients in identifying appropriate coverage and ensuring compliance with carrier and regulatory requirements.
• Coordinated with underwriters and brokers to secure competitive quotes and negotiate favorable terms for clients.
• Processed policy renewals, endorsements, and certificates of insurance (COIs).
• Maintained excellent client relationships through consistent communication and professional support.
• Ensured all client files and documentation were accurately completed and compliant with company standards.

• Quoted and bound policies for various lines of commercial insurance, including General Liability, Workers Compensation.
• Assisted clients in identifying appropriate coverage and ensuring compliance with carrier and regulatory requirements.
• Coordinated with underwriters and brokers to secure competitive quotes and negotiate favorable terms for clients.
• Processed policy renewals, endorsements, and certificates of insurance (COIs).
• Maintained excellent client relationships through consistent communication and professional support.
• Ensured all client files and documentation were accurately completed and compliant with company standards.

• Experienced Commercial Insurance professional with a strong background in remote support and quoting various commercial insurance lines.
• Comfortable managing the entire process—from gathering information and quoting to binding and issuing policies.
• Skilled at preparing and reviewing ACORD125, 126, and 140 forms, Statements of Values (SOVs), rating policies, and submitting detailed applications to underwriters.
• Comfortable talking directly with underwriters, whether for direct carriers or surplus lines.
• Known for making the quoting process smooth and ensuring everything follows carrier guidelines, helping get policies issued quickly and keeping insureds satisfied.

• Assisted clients with online banking account inquiries, providing clear and accurate support.
• Applied Know Your Customer (KYC) procedures to verify identities, prevent fraud, and routed cases to fraud management when necessary.

• Handled insurance claims by digging into the details to figure out coverage, loss, and liability.
• Worked closely with clients, agents, attorneys, police, medical staff throughout the claims process.
• Helped supervisors with planning and problem-solving to keep things moving smoothly.
• Kept track of legal and medical updates, documented everything accurately, and followed up to make sure claims were resolved quickly and correctly.

• Helped customers by presenting and promoting products and services with clear, convincing info.
• Looked at their needs and budget to find the best fit.
• Built good relationships with clients and kept in touch.
• Reached out to new leads through cold calling and worked with the team to close deals.
• Quickly handle any customer problems to keep them happy and hit sales goals on time.

• Kept an eye on overdue accounts and reached out to customers to collect payments or set up payment plans.
• Used different tools like credit reports and online searches to track down customers who'd moved or changed numbers.
• Logged all contacts and payments, handled billing questions or issues, and shared regular updates on unpaid accounts and payment progress.

• Kept track of overdue accounts and reached out to customers to collect payments or set up payment plans.
• Used credit data, online searches, and other tools to find customers who'd moved or changed numbers.
• Logged all contact attempts and payments, helped resolve billing questions, and sent regular updates on unpaid accounts.

• Helped customers with questions about products and services.
• Processed orders and handled transactions smoothly.
• Fixed problems and troubleshooted technical issues when they came up.
• Shared info about what the company offers and reached out to customers to keep them engaged.
• Took care of complaints and gathered feedback to help improve things.

• Spent time with clients, helping with transportation to appointments and errands.
• Assisted with medications, meal prep, and light housekeeping.
• Helped with bathing, dressing, and moving around, while following care plans.
• Kept records and stayed in touch with families and team members.
• Encouraged social activities and made sure the home was safe and comfortable.