Milly Sarri

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.

Hardworking Customer Service Representative Supervisor maintains and enhances customer service by delivering systems and procedures and supervising staff. Communicative and responsible team leader builds productive and positive relationships with employees and customers to improve retention and loyalty. Consistently promotes company values and culture through all interactions.

• Outlining and implementing procedures/tasks in both TAM and EPIC broker management systems.
• Implementing Applied Systems and Epic-system setup/procedures.
• Quality and Control duties - performing audits on all Account Managers for Personal and Commercial Lines.
• Consulting with clients to determine their individual needs.
• Advising and explaining coverages, policy wordings, answering questions and inquiries from both clients and company underwriters.
• Maintaining and updating data for all customer files in the broker management system including claims, applications, letters and underwriting information for both Personal and Commercial Lines.
• Acting as a liaison between Account Managers, clients and company underwriters to resolve conflicts.
• Underwriting, reviewing and approving all new business applications in the Personal Lines department.
• Extensive knowledge and experience in Tam, Epic, Company portals, Autoplus, MVRs, Dash, underwriting guidelines, customer service, office procedures and workflow procedures. Experience with Blue Bulter
• Tracking new business and cancellations.
• Working with Producers to ensure accounts are updated to-day and profitable.
• Knowledge of Close Day, Month End, Download (interface), Account Reconciliation, deposits, account receivables and payables.
• Responsible for all aspects related to office operation, including ordering supplies, staff reviews and holidays, and day to day procedures, work reassignment.
• Right hand (Account manager) to the President, handling day to day tasks and issues.
• Increased Brokerage's Book of Business with personal portfolio.
• Consulting with insurance company marketing representatives.
• Managing a staff of 6 as well as producers.
• Responsible for weekly meetings for all departments.
• Training and mentoring employees.
• Experience with Company rollovers.
• Reviewing all incoming mail and courier, dispensing accordingly between staff members/departments.
• Setting up scanners, printers, employee profiles, and providing IT support.
• Bonding - Account Manager - maintenance of all bonding files, issuance of all bonds and pre-qualifications, letters, issuance of all certificates of insurance as requested by the client.