Cassidy Hilton

Commercial Lines Account Manager @Professional Insurors Agency, Llc

Oklahoma City, OK, US

Answer calls and handle all functions related to changes in clients accounts -Issue Certificates of Insurance, Auto ID Cards, and Evidence of Property Insurance -Bill clients for policies needed, invoice policies, and handle finance contracts -Scan and attach correspondence and forms as needed-Process Policies and Endorsements-Review Accounts Receivable-Assists in completion of annual review/audit -Compiles information and prepares reports-Participates in preparation of short and long-term forecasts