Lindsay Weaver

Client Coordinator @EPIC Insurance Brokers & Consultants

Newport Beach, CA, US

Responsible for providing support to Account Managers and Account Executives.• Prepares Strategy meeting renewals presentations, Renewal/Marketing workbooks, Benchmarking, Benefit Guides, Fliers, and necessary Employee Communication deliverables • Analyze market proposals for benefit, premium, and competitiveness verifications • Liaison between clients and insurance carriers to resolve complex service issues • Negotiate with underwriters and carriers as well as troubleshoot claims and billing issues • Manage, conduct, and organize client meetings • Complete 5500 for clients while entering data on Wrangle to process schedule As • Delivers detailed plan design and cost information to team • Works independently, professionally, and cooperatively with service and client team to deliver all services to assigned clients throughout the policy cycle • Update client information on Organizational and Contact information, plans, premiums, and renewal decisions in data base

California State University-Fullerton

Bachelor of Arts (B.A.)