Stephens City, Virginia, United States
· Obtained Property and Casualty License · Manage certificate compliance program for large Real Estate accounts. · Request tenant, vendor, and contractor certificates. Set up new accounts in certificate tracking system. · Check certificates for compliance. Send non-compliance and renewal letters. · Communicate with agents, tenants, vendors, and contractors what is required by lease or contract. · Strategize with clients to help implement changes to procedures in order to stay in line with industry standards. · Update client with monthly reports. Work expired and non compliant list. · Implemented two major changes to Insurance Tracking System to improve work flow and record keeping. · Train colleagues on certificate tracking system. Train clients to improve certificate knowledge and clarify procedures for the certificate monitoring program in order to minimize risk.
· Championed customer service, sales support, and contract support to brokers in order to drive sales. · Mastered personalized sales proposals for clients. · Effectively explained features, benefits, and advantages for products and funds to representatives. · Collaborated extensively with Planco, Hartford, wholesalers and brokers building positive relationships. · Successfully generated request for approval for accommodations and exceptions for relationship management. · Trained colleagues on paperwork procedures and expedited contracts in order to close business.
· Oversee client and referral accounts. · Established rental contracts. · Performed service calls to body shops, dealerships, mechanic shops, and insurance agents. · Scheduled and attended sales meetings to market the company. · Performed daily task within the office, both administrative and operational. · Completed cash box and worked AR list. · Managed fleet of cars in order to produce high sales revenue. · Solved problems for unpleased customers. · Addressed problems within the office, reorganized certain areas, and implemented ways to save cost. · Worked very closely with various insurance companies in order to insure that rental process and billing was carried out properly.