Sentences with phrase «insurance as a new client»

«We are very pleased to be working with Auto - Owners Insurance as a new client.

Not exact matches

State Street Title Agency also made the $ 50,000 club, as the title insurance industry could face sweeping new regulations that would change the way they collect fees and treat clients to nights on the town.

«In Florida, because of the hurricanes, there are certain areas that are deemed extremely high risk by the private insurance market and as a result, they do not want to take on new insurance clients,» says Lawrence Barker of the Canadian Snowbird Association.

He was also a speaker for two years in New York City to a group of financial advisors and insurance agents on topics such as building an integrated retirement income plan for clients.

Whereas traditional vehicles, such as whole life insurance and fixed annuities, provide returns that are determined by the insurance company, newer alternatives enable clients to make choices that help determine returns.

So, if you have a dog bite claim on your homeowner's insurance and then you are canceled, you can expect it to be very difficult to find a new company to take you as a new client.»

Our team includes former litigators, class underwriters and legal and insurance professionals who are recognised as being experts in litigation finance and insurance, with a reputation for pioneering new ideas and consistently delivering results for our clients.

Our team includes former litigators, class underwriters and legal as well as insurance professionals who are recognised as being experts in litigation finance and insurance, with a reputation for pioneering new ideas and consistently delivering results for our clients.

There is a NEW life insurance company that has entered the structured settlement and settlement planning market, Independent Life Insurance Company, and it's very important that trial lawyers be aware of who they are, their business model and why it is important your clients have them as an option when considering a structured seinsurance company that has entered the structured settlement and settlement planning market, Independent Life Insurance Company, and it's very important that trial lawyers be aware of who they are, their business model and why it is important your clients have them as an option when considering a structured seInsurance Company, and it's very important that trial lawyers be aware of who they are, their business model and why it is important your clients have them as an option when considering a structured settlement.

Banner Life has addressed this issue as well by allowing new clients to refinance several insurance policies and consolidate them all into one large, convenient life insurance policy.

As a rule of thumb, if a client can no longer get medically underwritten for new insurance coverage but still has a financial need for the death benefit provided by his or her company's plan, then we often advise conversion regardless of price, since it will be unlikely that they can obtain coverage elsewhere,» he adds.

Read more on... Medipac Travel Insurance benefits, options and special features, including our unique discounts of up to 28 % for NEW and returning clients, as well as a no cost 40 day annual plan for federal superannuate members part of the Public Service Health Care Plan (PSHCP).

Question 2: As a general rule of thumb, wouldn't it be better service to approach each new client with the mindset that they might qualify for fully underwritten insurance and to make them fully aware that even though they may have some health problems, certain carriers could qualify them with a fully underwritten policy, leading to a better price and coverage?

If an insurance company is not solvent it may no longer function as insurer for new policies and prospective clients would be unlikely to wish to take policies out with an insurer that couldn't meet its obligations in the event that they had to make a claim anyway.

You may also be able to read through this kind of referral data on their website as it will be one of the attractive features for new clients of Linworth renters insurance.

As a result of the new partnership, Big «I» agent members now can offer their clients Travel Insured's Worldwide Trip Protector and Worldwide Trip Protector Gold plans, each providing a comprehensive suite of inclusive and optional travel insurance benefits.

Generally, traditional forms of life insurance coverage such as term life and permanent policies are not readily available for most HIV patients, though new policy types have been created for these clients.

Serve as the Health Insurance Consultant for two separate offices by developing and growing a health insurance book of business Support Property and Casualty agents by servicing existing client relationships in two offices with over 1,000 members each Develop and present insurance quotes to new and existing members Guide members through filing and processing of insurance claims Schedule annual insurance policy reviews for growing insurance practice Recommend insurance and policy enhancements to existingInsurance Consultant for two separate offices by developing and growing a health insurance book of business Support Property and Casualty agents by servicing existing client relationships in two offices with over 1,000 members each Develop and present insurance quotes to new and existing members Guide members through filing and processing of insurance claims Schedule annual insurance policy reviews for growing insurance practice Recommend insurance and policy enhancements to existinginsurance book of business Support Property and Casualty agents by servicing existing client relationships in two offices with over 1,000 members each Develop and present insurance quotes to new and existing members Guide members through filing and processing of insurance claims Schedule annual insurance policy reviews for growing insurance practice Recommend insurance and policy enhancements to existinginsurance quotes to new and existing members Guide members through filing and processing of insurance claims Schedule annual insurance policy reviews for growing insurance practice Recommend insurance and policy enhancements to existinginsurance claims Schedule annual insurance policy reviews for growing insurance practice Recommend insurance and policy enhancements to existinginsurance policy reviews for growing insurance practice Recommend insurance and policy enhancements to existinginsurance practice Recommend insurance and policy enhancements to existinginsurance and policy enhancements to existing members.

My background spans strong experience in comprehensive tasks such as assessing client insurance needs, identifying and pursuing new clients, forging positive relationships, and amending existing policies to ensure full client satisfaction and retention.

• Greet patients as they arrive into facility and provide them with appropriate information • Answer telephone and guide callers regarding medical procedures • Schedule and reschedule patients» appointments • Cancel patients» appointments and provide them with new dates • Provide medical billing and coding duties • Take and record patients» vitals • Provide education to patients regarding medical procedures • Prepare patients for medical procedures • Obtain patients» information and record it in the database • Pull patients» records for doctors» review • Arrange for hospital admissions • Direct calls and messages to appropriate hospital or medical office staff • Call up patients and remind them of their appointments • Manage filing and record keeping activities • Order supplies and forms for the medical office • Manage inventory of office supplies • Submit insurance claims • Update patients» insurance information • Ensure completeness and accuracy of patients» insurance forms prior to submitting • Assist doctors by providing limited procedural support • Obtain and process new patients» referrals • Take and record patients» demographic location information • Initiate and maintain correspondence with patients and families • Liaise with insurance companies • Verify clients» insurance information

PROFESSIONAL EXPERIENCE January 2009 — Present Calculated Risk — Milwaukee, WI Insurance Broker • Solicited new clients by developing business relationships • Influenced retail agents to place risks and develop quotes as necessary • Evaluated and rate each risk as deemed necessary • Formulated insurance plans based on individual client's needs • Monitored key metrics and managed corrective measures when necessary • Underwrote new and renewalInsurance Broker • Solicited new clients by developing business relationships • Influenced retail agents to place risks and develop quotes as necessary • Evaluated and rate each risk as deemed necessary • Formulated insurance plans based on individual client's needs • Monitored key metrics and managed corrective measures when necessary • Underwrote new and renewalinsurance plans based on individual client's needs • Monitored key metrics and managed corrective measures when necessary • Underwrote new and renewal business

• Organized and processed paperwork, reports and all kinds of claims documentation • Entered, recorded and reviewed claims into claims information management system • Performed verification checks on the customer / claimant loss - claims following company's standard policies and procedures • Attended to clients, claimants, field appraisers and management queries, regarding claims using the claims MIS • Forwarded appropriate claims for new losses verifying data for accuracy • Performed billing and payment processes • Processed routine claims transactions related to reserves and issued required checks or receipts • Resolved all kinds of issues / problems regarding claims and payments • Regularly run and generated claims reports for management • Gave formal presentations regarding all claims activities to the senior management at the bimonthly • Utilizing outstanding communication and interpersonal skills maintained strong and positive relationships with the providers, the claimants, and the clients • Provided company with necessary clerical support like handling fax, attending and making telephone calls as directed, filing and photocopying, matching checks with receipts etc. • Prepared, updated and organized customer and client's files • Managed all types of correspondence preparing, reviewing and sending memos, letters, emails, reports, applications, and forms • Provided effective CSR to providers, field appraisers, agents, insurance agencies, clients and customers • Matched incoming emails, mails, and faxes with the claims records • Arranged and set up medical appointments for health claims • Kept department's office supplies stocked • Maintained confidential claims information including correspondence with sensitive information • Accelerated claims correspondences as well as updated claims diaries • Worked in a team on several pilot claim projects • Reviewed and kept the record of closed files

Served as first point of contact and provide general information at Radiology and Orthopedic front desk Answered multiple telephone lines and routed appropriately through switchboard Obtained case - specific information and documents from clients and other sources Accurately obtained authorizations and verified insurance upon arrival in Radiology and Orthopedics Departments Managed paper and electronic files to include; copying, routing, filing management of client documents, agreements and health filings Registered patients and created new accounts Schedule appointments and confirm appointments for all locations Proofread work product for typographical, grammatical, or spelling errors and scanning and copying projects.

KEY DUTIES OF RECRUITMENT CONSULTANT * Managing drivers and being point of contact for resolving issues * Conduct interviews / pre screen and full reference of all drivers * Ensure that all clients and workers comply with health and safety legislation and promptly refer any concerns to the branch manager * Maintaining quality and ISO procedures in line with Standard Operating Procedures to ensure effective, positive quality audit results * Liaising daily with the clients and managing expectations including job requirements, hours of work and rates of pay * Self generate new clients via cold calling and expanding on existing client opportunities * Meet with new and existing clients to account manage and advise of the services available to them * Generate new drivers by way of advertising, social media and networking * Covering out of office calls and demands on a rota requirement * Planning a weekly rota / submitting accurate payroll data / reporting KPI data * Maintaining and increasing daily route allocations — ensuring the customer promise is delivered * Training of drivers in all aspects of the job * Managing claims for damages, insurance and fines * On time reporting of key information to Extra Personnel SKILLS REQUIRED: Recruitment Consultant * Strong Sales and Customer service experience within a fast paced changing environment * Able to communicate at all levels from driver to director * Excellent organisational skills and the ability to prioritise workloads which continually change * Computer literate — outlook, excel and word * Ability to report critical information accurately and to tight deadlines * Ability to use a common sense approach to problem solving * Full UK driving license required BENEFITS As part of our commitment our Recruitment consultant will also receive: * Excellent salary and bonus opportunities * Healthcare Scheme * Pension * Min 23 days holiday plus Bank Holidays rising to a maximum of 29 plus Bank Holidays * Plus an additional days holiday for your Birthday * Continued advancement training

Calling new and current clients in order to schedule appointments to review and update their fixed annuities, life, and accident insurance portfolios as needed.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New Ynew business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New YNew York

Human Resource Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budgets, accounts payable, and accounts receivable Recruit, interview, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire, company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure company compliance will all applicable employment law and industry best practices Negotiate and confirm contracts with vendors, partners, employees, and clients Create and present financial reports and purchasing proposals to senior management Build and strengthen long term relationships with clients, vendors, and community leaders Direct purchasing and licensing of information technology equipment and software Assist students and families with financial aid application process Provide additional administrative support including data entry, phones, and customer service Utilize proficiencies in English and Spanish to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner

Business & Development Enterprise Inc. (Bolingbrook, IL) 08/2008 — 09/2009 Self Employed Business Consultant • Utilized business management training and experience to streamline client corporations • Skilled in the identification and elimination of wasteful expenditures • Served as senior business consultant for NMCI Group and Advance Insurance Agency • Hired by NMCI Group following effective implementation of new business plan

Human Resource Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budget, accounts payable, and accounts receivable Recruit, interview, screen, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire, company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure company compliance will all applicable employment law and industry best practices Build and strengthen long term relationships with supervisors, peers, and community leaders Provide additional administrative support including data entry, phones, and customer service Utilize proficiencies in English, Hindi, and Malayalam to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatias provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generatiAS / 400 backup and report generation

Geographic Information System Analyst — Duties & Responsibilities Serve as geographic system analyst responsible for major nationwide mapping and assessment projects Recruit, train, and direct junior team members ensuring they understand the brand and corporate protocols Set and strictly adhere to departmental and project budgets and schedules Maintain comprehensive records detailing project schedules, geographic information, and other pertinent data Consistently meet and exceed company goals through strong managerial skills Complete all phases of cartographic mapping and database management on 25 Digital Flood Oversee Insurance Rate Map countywide studies in association with FEMA's map modernization process Enhance PBS&J's Floodmap Desktop version 9.3 with an automated cross-section annotation process Create FMD tools and a nationwide automated public land survey system attribution tool Assist in 2006 Post-Hurricane Katrina flood assessment with the Army Corps of Engineers in New Orleans Create final project maps portraying environmental impact assessment calculations associated with the Saratoga, Wyoming well field and transmission line environmental assessment Design final project maps for a hydrologic assessment of County Road 204 in Garfield County, Colorado Provide GIS / data analysis services on a sign asset management project for the Colorado Department of Transportation Build and strengthen relationships with key clients, partner agencies, and community leaders Represent company brand with poise, integrity, and positivity

First, millions of people have gained health insurance coverage as a result of the ACA, and the uninsured rate among women of reproductive age fell by more than one - third over the first two full years of the law's implementation.7 With increasing numbers of their clients obtaining health insurance, abortion providers — and specialized providers in particular — may have new incentives to establish relationships with insurers.

In addition, finding new title insurance clients in foreign markets also opens the door to a full line of related products such as legal services, escrow and trust services.