Teresa Williams
Bellwood
Summary
Insurance producer offering a background in undertaking day-to-day tasks relating to customer service and support in proper execution of customer account objectives. Hands-on experience with Epic and CSR24 software paired with exceptional account management skills. Comfortable managing multiple simultaneous projects with high accuracy. Successful at promoting improvements in customer relations, administrative quality and project management. Top-notch professional at communicating with customers and employees to solve problems. Organized and systematic with natural relationship-building and leadership talents.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Manager
AssuredPartners
09.2023 - Current
- Manage an assigned book of business with commission >$5,000.
- Experience with Applied Epic and CSR24 and familiar with Excel, Word and PowerPoint.
- Conducted annual reviews of existing policies to update information.
- Work with client to market account for non-renewals, cancellations and premium increases.
- Coordinated cross-departmental efforts to resolve complex issues for clients.
- Processed Bond Request and Generate Agency Bill Invoices.
- Prepare and Coordinate all transactions, paperwork and internal processing for assigned accounts.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Strengthened client relationships by providing regular updates on policy changes.
ACCOUNT COORDINATOR
Hub International
07.2022 - 09.2023
- Process Certificates of Insurance
- Complete Evidences of Property
- Request Loss Runs from Insurance carriers
- Prepare Summaries of Insurance
- Check policies for accuracy of information in comparison with Insurance quote and Broker Management System
- Request, process and document Audits and Endorsement requests
- Assemble/process renewal documents
- Complete renewal kits and marketing exhibits
- Issue Auto ID cards
- Enter Client information and policy detail into broker management system
- Process mail – including updating addresses on return mail
- Serve as back-up for receptionist and administrative assistant duties
- Enter Client information and policy detail into broker management system
- Assist Account Managers with other duties as needed
- Asked appropriate open-ended questions to discover customers' needs and requirements
- Trained team members
CLERICAL SUPERVISOR
Union Health Service
01.2017 - 07.2022
- Coordinated COVID vaccine clinic, using care reporting following CDC guidelines
- Manage and coordinate 130+ physician schedules
- Call Center management that oversaw day to day operations ensuring that goals and patients' needs were met and exceeded
- Visible leader and is responsive to 50 plus employees and UHS members
- Coordinating staffing for 6 clinic sites and Call Center management
- Hiring and recruiting
- Collaborate with physicians, Medical Director, Director Health Services and Nurse Manager in development and maintenance of day-to-day operational policy and procedures
- Assist in management and resolution of employee and department safety and risk management issues
- Identify and assist with implementation of procedures for clerical staff
- Management and evaluation of clerical related services and operations
- Routinely review operating procedures to assure appropriateness of patient flow, staffing and scheduling and quality for all medical practice stations
- Assure orientation/cross-training is provided to all clerical personnel to provide support and backup support as needed to support physician/nursing practices
- Managed scheduling and payroll for team of 35 staff
- Provide daily leadership by encouraging individual performance and maximum capability and licensure
- Review applicable Collective Bargaining Agreements
- Utilized active listening skills to quickly resolve problems with staff or patient issues and escalated larger issues to Nurse Manager
CERTIFIED NURSING CLERK/MEDICAL ASSISTANT
Union Health Service
04.2002 - 07.2017
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment
- Scheduled appointments for patients via phone and in person
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies
- Educated patients about medications, procedures and physician's instructions
- Organized charts, documents and supplies to maintain team productivity
- Interviewed patients to verify information, record medical history and confirm purpose of visit
- Contacted pharmacies to submit and refill patients' prescriptions
- Secured patient information and maintained patient confidence by completing and safeguarding medical records
- Assessed, documented and monitored vital signs for patients within outpatient setting
- Contributed to office operations by triaging patients by severity of medical complaint.
Education
Associate of arts - Accounting and business administration
Triton College
River Grove, IL08.2009
Skills
- Customer service
- Detailed Proficient
- Self-starter
- Problem solving
- Scheduling
- Filing
- Organizational Skills
- Time Management
- Administrative Experience
- Leadership
- Proficient Computer Skills
- Research
Certification
- Producer Licenses - Property & Casualty - Illinois
Timeline
Commercial Lines Account Manager
AssuredPartners
09.2023 - Current
ACCOUNT COORDINATOR
Hub International
07.2022 - 09.2023
CLERICAL SUPERVISOR
Union Health Service
01.2017 - 07.2022
CERTIFIED NURSING CLERK/MEDICAL ASSISTANT
Union Health Service
04.2002 - 07.2017
Associate of arts - Accounting and business administration
Triton College
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