Elizabeth Welsh

• Mid Market:
• Assisting account executive as needed with cancellations, claims, endorsements and renewals.
• Issue insurance certificates of insurance for account executives and account managers/advisors to review and sign before forwarding to the insured/landlord etc.
• Issue liability slips as needed to send to the insured, under instruction of account executive.
• Emails to underwriters as requested with information required for renewals, endorsements etc.
• Setting up PRENs for account executive, to review renewals before sending to insured either by email or mail.
• Auditing: checking files for accuracy.
• Reviewing cancellation report for reasons for cancellations / reinstatements/service issues
• Enterprise Team- IBU
• Buy Online calls: Taking messages and documenting for manager to assign to sales team to call prospects.
• Monitoring commercial incoming box for emails to be triaged to appropriate account manager/advisor
• Setting up PRENs for advisors/account managers who are issuing the renewals.

• Review cancellations, claims, endorsements and renewals for accuracy.
• Issue insurance certificates for account executives and account managers.
• Emails to insureds on behalf of account executives and account managers for updated renewal information as needed. Account Executive or account manager to follow up re: any questions.
• Emails to underwriters. Commercial Vehicle Supplements, Statements of Values etc.as requested from Account executives and account managers.

• Managed small to mid-size commercial accounts ranging from $1,000 to $100,000 premiums, focusing on Church, Contractors, Retail, Welding and Auto Single and Fleet policies.
• Processed new business, renewals, endorsements and claims on all lines of commercial business.
• Acted as a resource for Account Executives advising on market availability in different classes of business.

• Marketed large commercial accounts ranging from $50,000 to $1,000,000 premiums focusing on Manufacturing, Real Estate and Fleet policies; Communicated and negotiated with underwriters to ensure best coverage and premium for customers;
• Acted as a resource for Account Executives advising on market availability in different classes of business;
• Placed new and renewal business, including negotiating mid-term change endorsements;
• Pro-actively managed and tracked submissions;
• Checked policy documents for accuracy;
• Prepared summaries, proposals and binders for new and renewal business.

• Managed mid-size to large commercial accounts ranging from $25,000 to $300,000 premiums, focusing on Construction, Contractors, Real Estate and Fleet policies;
• Prepared new business and remarketing submissions for new and existing clients and negotiated terms with insurance company underwriters;
• Audited and reviewed policy wordings and coverage with Sales Executives and prepared account summaries and risk management recommendations for client meetings, with emphasis on upselling additional insurance related to Directors & Officers Liability, Error and Omissions Liability and Pollution Liability;
• Supervised, trained and mentored junior customer service representatives;
• Reviewed new insurance company product lines and programs with Sales Executives;
• Visited clients with Sales Executives.

1997 – 2003 LMS Prolink Ltd.

Commercial Lines Account Manager from 1998 to 2003

Personal Lines Account Manager from 1997 to 1998

Responsibilities:

• Managing commercial property and commercial automobile insurance accounts in the Small Business department;
• Promoted to Aviation insurance for approximately three years until the aviation portion of the company was sold, serviced aviation clients, both new and existing.

2004 – 2009 LMS Prolink Ltd.

Position – Commercial Lines Account Manager

Responsibilities:

• Managed small to mid-size commercial accounts including new business and renewals with premiums in the $10,000 to $80,000 premium range;
• Processed new business, renewals, endorsements and claims on all lines of commercial business including aviation and professional liability;
• Advised Sales Executives and clients on new product lines and provide quotes upon request.
• Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.

• Managing commercial property and commercial automobile insurance accounts in the Small Business department;
• Processing New Business, endorsements, renewals, cancellations and claims.

Personal Lines Customer Service Representative

Responsibilities:

• Managing personal property and automobile insurance accounts.

• Personal automobile insurance underwriting including new business, endorsements, renewals and cancellations;
• Responsible for auditing and training junior staff.

Personal and commercial automobile including fleets and garage automobile underwriting.

• Underwriting Assistant
• Responsibilities: 2 years
• Data Entry, Mail and entering claims
• Corporate Accounts Department
• Account receivables.