Allison H.

Experience

1. Client Services Specialist - Cancellations

   Amwins

   Apr 2023 — Present · Charlotte, NC, US

   Policy Processing:• Contribute to the Cancellations team\'s success by efficiently processing requests to terminate insurance policies based on various factors while adhering to distinct guidelines for scores of different carriers.Financial Oversight:• Assist the internal accounting department and finance companies in tracking policy payment status and calculating return premiums.Data Management and Communication• Perform data entry into multiple internet-based systems and effectively utilize Microsoft Office applications, including Outlook, Word, and Excel in addition to proprietary applications.• Maintain clear communication with retail agents and underwriting teams regarding the status of cancellations and reinstatements.• Maintain meticulous documentation of all communication.• Collaborate with underwriting, accounting, and auditing teams as well as carriers to issue notices and endorsements for various policy types, including Wholesale, Brokerage, and Binding Authority.Compliance Adherence:• Ensure compliance with and stay up to date on insurance cancellation moratoriums.Key Achievements• Exceed expectations by consistently processing a high volume of requests, with an accuracy rate approaching 100%.• Demonstrate exceptional problem-solving skills while working in a document processing, customer service-driven role.• Ensure strict attention to detail and prioritize tasks effectively, even in a fast-paced environment.

Education

• Eastern University

  Master's degree, Data Science