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Kathie H

Commercial Lines Account Manager - 20+ years experience

Occupation:

Insurance Sales Manager

Education Level:

Some College Units Completed

Will Relocate:

YES

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Direct contact with insured's and insurance carriers * Obtained and completed applications for marketing to insurance carriers * Obtained and reviewed quotations received from carriers for compliance of requested coverage's and negotiated premiums * Did online rating to obtain quotes and negotiated with underwriters for premium credits * Prepared proposals and summaries and presented and reviewed with insured's Bound coverage issued binders invoices certificates and auto id cards for insured * Reviewed policies and endorsements for accuracy in coverage and limits and ordered any corrections needed * Handled all midterm endorsements or additional coverage requests from insured's Invoiced all policies endorsements and audits. Reviewed audits for accuracy * Obtained renewal information from insured did marketing for renewal quote proposed renewal terms to insured bound renewal coverage invoiced and issued renewal binders certificates auto id card to insured * Claims reporting for insureds to carriers. Followed up with adjusters and insureds to close of claim * Assisted insureds with compliance of construction contract insurance requirements lease insurance requirements and vender insurance requirements * Worked with an average of 2 producers at a time. Experience with property liability auto umbrella crime inland marine WC D&O E&O Earthquake Flood coverage's * Account experience with construction golf courses marinas restaurants motel/hotel zoos medical distributors title examiners strip malls building owners transportation retail apartments

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