Jennifer Degeorge

About Jennifer Degeorge

I am not an insurance unicorn. There. I said it. Did I go to college to become an insurance professional? Nope! I fell down the rabbit hole like most of us and fell in love with this industry. I am able to help people in a way I never thought was possible. I protect people\'s most important assets - their associates & their business. I\'m a trusted partner to my clients - they know they can rely on me to get the answers they need. If I don\'t have the immediate answer clients know I\'m going to find a solution. Problem solving and being an advocate for my clients are what I love most about being a Client Service Advisor. While this wasn\'t initially my dream career, it has become my dream career. As a life long learner, I am constantly challenged to learn within the industry. Whether it\'s attending continuing education, solving a billing issue, or learning about new coverages or potential perils from reviewing a policy; there is unlimited learning at my finger tips. At the end of 2021, I earned my first designation: Certificated Insurance Counselor - 2 years ahead of my goal. I\'m proud to call myself an Insurance Nerd. I\'m open and willing to talk insurance with anyone. You as a client, prospective client, or potential future Insurance Nerd are my first priority. Outside of Vizance, I coach hockey, play hockey, and am part of The Letter Project. A big part of my life is helping others; whether through work, coaching or hand-writing letters to uplift other girls & women around the world. I\'m always here to lend a hand or words of encouragement.

Experience

1. Risk Management Client Service Advisor

   Vizance

   Jan 2021 — Present

   Risk Management revenue and above) Client Service Advisor working in a variety of industries with 9 different Advisors. Part of a dedicated team working to make our client\'s commercial insurance - simplified. Renewals - Starting 120 days out; track the renewal timeline - Work with carriers to obtain required renewal information from the client; applications, financial information, etc- Remarket accounts to carriers which could potentially be a better fit for the client - Create pre-renewal packets for the Advisors; ensure they\'re prepared to present to clients - Create premium summaries showing premium difference by line for expiring/renewal - Advocate for clients when carriers implement large renewal premium increases - Calculate premium allocations by location, vehicle, entity - Create bound proposals for Advisors to display all of the protection the client is electing - Review issued policies; bookmark, verify accuracy, request updates, and update Epic Day to Day Client Servicing - Requesting policy changes from carriers - Quoting new coverages online or with underwriters - Review certificates from subcontractors - Communicate with subcontractors and agents for corrected certificates with proper coverage to better protect our client - Contract review; specific jobs, lease agreements, bond requests - Guide clients with the claim process; work with adjusters, collect reports of injury, submit claims - Process policy endorsements; verify accuracy & request revisions - Solve billing inquiries internally or with the carrier billing department - Solve coverage questions for clients - Solve audit discrepancies - Advanced knowledge of Applied EPIC New Business - Quoting new business for current clients or relations of current clients Part of the Vizance Coaching Program & Vizance Volunteers

Education

• Concordia University-Wisconsin

  Bachelor, Rehabilitation Science

  2011 — 2015

• Waukesha South High School

  High School, 3.7

  2007 — 2011