Management Insurance
Resume:
Nekita Cox
Brooklyn, New York, 11236
******@*****.***
PROFESSIONAL EXPERIENCE
WILLIS, New York, New York
Client Manager, July 2014 – Present
• Identifies and evaluates exposures on new and selected renewal business and accepts, modifies or
rejects risks based on underwriting and pricing authority.
• Resolves Client, carrier and/ or vendor accounting issues including coverage questions, collections,
discrepancies, fee arrangements, billing controversies.
• Maintain insurance records for accounts including hard copy files, data management, coding and
calculating information into Agency management system.
• Responsible for providing timely, professional account service to clients for new, remarketed and
renewal business in order to achieve quality sales and service standard developed by Willis.
• Assist Client Advocates/ Client Directors with the daily servicing of accounts.
• Prepares policy change requests, and submits request to carriers. Monitors status of change request,
review policy documents for accuracy and follows up to delivery of change documents to clients.
• Develops account strategies, presentations, and other forms of communications with Clients.
A U G 2 0 0 0 J U LY 2 0 1 4
MARSH INC, New York, New York
Placement Representative, Aug 2002 – July2014
• Assist in the preparation of renewal proposals with quote comparisons including the analysis of
pricing, coverage and services.
• Prepare and distribute internal monthly and quarterly progress reports to management to ensure
compliance with Professional Standards.
• Coordinate with the Surplus Lines Liaisons for accurate and timely completion of required Surplus
Lines documents.
• Process, prepare, and submit business forms, such as submitting applications for coverage to
insurance carriers.
• Calculate premiums, commissions, adjustments, and new reserve requirements, using insurance rate
standards.
• Modify, update, and process existing policies to reflect any change in beneficiary, amount of
coverage.
• Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using
insurance rate standards.
• Processed a monthly open items report for Umbrella and Excess Liability upcoming renewals.
• Assisted in the scheduling and organizing market presentations.
Technical Assistant, Aug 2000 – Dec 2002
• Responsible for obtaining and imputing premium information into the billing system.
• Liaised with client teams and Accounting to ensure payments were sent to Insurance Carriers in a
timely manner.
• Coordinated with Accounting Department in the reconciliation of account files including performing
midterm billing changes.
• Operate office equipment such as fax machines, copiers, and phone systems, and use computers for
spreadsheet, word processing, database management, and other applications. Arrange conference,
meeting, or travel reservations for Managing Director.
1140 E 99th Street Brooklyn,, New York, 11236 347-***-**** ******@*****.***
E D U C AT I O N
Berkeley College, New York, New York
Bachelor in Business Administration Degree, Mar 2013
• Financial Services
SKILLS
• Knowledge of Microsoft Office Suite, Outlook, Excel, PowerPoint, Word
1140 E 99th Street Brooklyn,, New York, 11236 347-***-**** ******@*****.***
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