Account Executive General Liability

MELISSA V. HALL

**** ******** **** ******, ** ***73 · 704-***-****

*******@*****.***

Insurance Professional with an emphasis on underwriting and processing (General Liability. ERISA Pension Plans Bonds, Commercial Crime, Surety, D &O, Diversified Financial Institute, Kidnap and Ransom, and some Property and Casualty.

EXPERIENCE

AUGUST 2023 – NOVEMBER 2023

ACCOUNT EXECUTIVE, GREAT AMERICAN INSURANCE

Analyzes financial and risk data of proposed insureds to identify hazards and exposures.

Identify growth opportunities with key distribution partners.

Determines appropriate recommendations subject to our management and underwriting guidelines.

Ensures that effective business relationships with internal and external customers/coworkers are developed and maintained to attract and retain profitable business.

Develops working relationships with assigned agencies within the assigned territory.

Ensures the delivery, follow-up, and servicing requirements of all quotes on new and renewal accounts.

SEPTEMBER 2014 – DECEMBER 2014

ACCOUNT EXECUTIVE, arthur J. Gallagher

Compile data from computer and paper records and use software to create and modify programs to generate required reports.

Ensure proper transportation regulation, methods, and industry practices.

Utilize transportation regulations related to the movement of a wide range of specialized shipments.

Analyze and interpret technical transportation requirements to determine mode and carrier of assigned shipments.

Monitor, track, and maintain specialized FMCSA transportation safety related database.

NOVEMBER 2013 – JANUARY 2014

BENEFITS VERFIICATION SPECIALIST, LASH GROUP AMERISOURCE BERGEN

Disperse employee Benefit Programs in compliance with carrier contracts (E.g., enrolling new employees, explaining benefit options, organizing benefit fairs, mediating benefit eligibility and payment issues, open enrollment, etc.).

Aid Personnel, beneficiaries, and/or insurance providers for the purpose of verifying eligibility, conveying information and processing claims.

Identify and collect information (e.g. COBRA, FMLA and retirement benefits, eligibility, enrollments, etc.) for the purpose of documenting and disseminating information to appropriate parties.

MAY 2013 – TO JULY 2013

DATA ENTRY SPECIALIST, Physician's Choice Laboratory Services

Review explanation of benefits in order to enter denials, patient deductibles, and co-insurance utilizing xifin.

Prioritize workload to effectively hit deadlines.

Collect information from lockbox, process claims submissions, cash posting.

January 2009 – July 2010

Mortgage Loan Negotiator, manpower inc

• Research delinquent home mortgages to determine extent of company's liability made approval or denial decisions, and Negotiate settlements with homeowners in accordance with policy provisions.

• Evaluate income and perform credit and property analysis.

• Collaborate with mortgage underwriters and homeowners to correct errors, rectify omissions, and investigate Questionable issues.

• Provide optimum service to policyholders, negotiated fair settlement, and identified fraudulent claims.

• Reevaluate prime and non-prime loans, and adjusting collection portfolios to reduce delinquent problem loans within

Framework of company or investor guidelines.

• Restructure payments plans of problem loans, skip tracing, monitoring adherence to terms of agreement.

SEPTEMBER 1997– JANUARY 2009

ASSISTANT UNDERWRITER /SENIOR UNDERWRITING ASSISTANT, Zurich North American Insurance

• Ensure that policy transactions are issued, and changes are recorded, accurately and in a timely manner. Such transactions include quotes, new business, endorsements, cancellations, BOR’s and, renewal business of accounts With premiums from $500 to $350,000.

• Attend underwriting meetings with clients.

• Communicate with agents to obtain information needed to complete the underwriting process.

• Sustained existing renewal business utilizing established retention methods.

• Responsible for handling underwriting process and evaluation of renewal accounts commercial crime, surety, D&O, Diversified financial institute, kidnap & ransom general liability, Erisa pension plans

• Excellent ability to underwrite medium to large and complex accounts.

• Directed some risky matters to manager for evaluation.

• Handled all transaction types with the highest delegated authority limit, completing as much as the prework as possible Before referring to the underwriter.

• Interpret and analyze completeness of data provided by underwriters’ agents insureds for manual rating and / or entry Into automated systems including preparation for issuance for all policy transactions and related functions for Commercial lines of business.

EDUCATION

IN PROGRESS

BACHELOR OF ARTS IN BUSINESS ADMINISTRATION / RISK MANAGEMENT INSURANCE, Purdue Global University

Working toward Bachelor of Arts in Business Administration / Risk Management Insurance

APRIL 2013

CERTIFICATION MEDICAL INSURANCE BILLING AND CODING, Allen Medical School of Science

Medical Law & Ethnics, Medical Document Evaluation, HIPPA, Medical

Terminology Familiar with ICD-9 ̧ ICD-10, Medisoft, CMS 1500, CPT-4

SKILLS

BENEFITS BILLING, CMS, CONTRACTS, CPT, CREDIT, DATABASE, DUN & BRADSTREET, FORMS, ICD-10, ICD-9, INSURANCE, LAW, LOTUS NOTES

MEDICAL TERMINOLOGY, MEDISOFT, ACCESS, EXCEL, MICROSOFT OFFICE SUITE, OUTLOOK, POWERPOINT, WORD

ORGANIZING, PERSONNEL, POLICIES, PRICING, PRIME, CODING, PROPOSALS, QUALITY, SAFETY, SAP, SETTLEMENTS, TRANSPORTATION, TREND

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