Amy Lu
Customer Service Representative @Bowman & Gibson Insurance Brokers
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WORK HISTORY
Customer Service Representative @Bowman & Gibson Insurance Brokers
Manage the complete customer service experience for clients in the assigned book of business including handling general inquiries, managing policy changes, reviewing policy documents, reporting and following up on claims, and complaintsIssue policies and changes on various insurer online portals; maintaining professional and collaborative relationships with key underwritersReview and process renewals, endorsements, and midterm changes; rewriting/remarketing where necessary to enhance the client experienceProvide advice and counsel on personal and commercial lines mattersEnsure maximum retention of assigned personal lines and commercial book of businessEnsure that all policy documentation is managed and communicated in a timely manner to clients.
EDUCATION
Satec @ W.A. Porter Collegiate Institute
Ontario Secondary School Diploma
George Brown College
Ontario College Diploma
ABOUT AMY LU
Commercial insurance professional with 7+ years of brokerage experience and a growing…
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