Shannon Wilk

Actualize existing policy holder service requests relating to all personal lines of insurance in a high volume local agency. Duties include policy analysis, investigations of billing inquires, claims, processing and reviewing endorsements, policy renewals and advise and assist clients on Registry of Motor Vehicle matters. Cross sell and write new business for new and existing clients. Assist new employees in getting familiar with carriers and the agency management system.

Actualize existing policy holder service requests relating to all personal lines of insurance in a high volume local agency. Duties include policy analysis, investigations of billing inquires, claims, processing and reviewing endorsements, policy renewals and advise and assist clients on Registry of Motor Vehicle matters. Cross sell and write new business for new and existing clients

Actualize existing policy holder service requests relating to all personal lines of insurance in a high volume local agency. Duties include policy analysis, investigations of billing inquires, claims, processing and reviewing endorsements, policy renewals and advise and assist clients on Registry of Motor Vehicle matters. Cross sell and when necessary write new business for new and existing clients.

Front line service provider for customer claims needs, working in a team-based environment. Fully responsible for the investigation, evaluation, resolution of liability and negotiating the settlement of claims. Handles all auto physical damage and complex personal property claims in accordance with policy conditions, and jurisdictional requirements.

Tasks include: quality control (qc) of mutual fund account (a/c) maintenances, qc of purchases, qc of various other a/c activity, legal review of documents, training of new employees, review process and recalculate required minimum distributions, responsible for trafficking daily workflow, responsible for making operational decisions when manager is not present.

Tasks included: qc of a/c maintenances, qc of purchases, process of daily workflow report, help train new employees.