Lindsay Bricker, AINS

Responsible for supporting Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities. Assist with inputting and updating current client information in all required systems. Communicates with retail agency personnel and underwriters to ensure accurate account information. Prepares accounts for renewal process; may solicit new or renewal business as directed by Broker. Prepares market submissions and quote cover letters to Agents. Reviews policies and other documents received for accuracy. May help to fulfill assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.

Utilize technical expertise and knowledge to provide day-to-day consultation, account management and support to clients, Business Advantage Advisors (Producer), and the Commercial team. Gather, review and organize information to complete submissions and applications for new and renewal business based on client’s unique business needs. Collaborate with the Client Executive to review and compile submissions, ensuring accuracy and completeness of data. Prioritize and manage work flow to ensure efficient, timely and accurate customer service; delegate appropriate tasks and duties to the Client Manager. Assist the Client Executive to market and negotiate sustainable, quality insurance programs for our clients soliciting a balance of long-term relationship with our insurance carriers and the best coverage, terms and conditions, and price; engage Chief Marketing Officer (CMO) for support and exceptions from insurance company partners on a proactive basis. Determine appropriate market selection, obtain quotes; negotiate pricing and coverages with underwriters and follow up to ensure timely receipt of quotations, review for accuracy and prepare proposal. Order and issue binders, verify accuracy, and forward to client with appropriate correspondence. In partnership with the Client Manager, review audits of policies; verify accuracy and facilitate corrections between client and carrier. Utilize agency management system effectively and according to company policy and procedure; maintain electronic documentation of client activities utilizing ImageRight. Attend client and prospect meetings as requested by the Business Advantage Advisor or Client Executive. Ensure high quality work is produced with a dedication to accuracy, attention to detail, and data integrity. Provide professional and courteous customer service; during regular business hours, all communications (emails, voicemails, etc.) from either an internal team member or external contact.

• Process all change requests from clients and carriers, insuring applications are updated, invoiced and Auto ID cards are issued. • Prepare renewal workbooks for Producers • Order loss runs from insurers and prepare loss summaries upon request • Prepare mid-term payroll/ sales reviews for clients • Review online rating with various carriers for quotes and endorsements • Create and maintain Equipment/Auto/Driver schedules • Process and confirm cancellation requests to carriers to ensure accurate and timely resolution • Process incoming mail, email and phone requests, providing excellent customer service to clients and carriers • Digitally maintain documentation of all activities utilizing the agency management system according to company policy and procedure • Maintain electronic filing system and assist Client Advisors as needed • Attend continuing education to maintain appropriate license, designations and knowledge of the insurance industry, market trends, agency automation and operating techniques

-Checks policies and conducts research on issues relating to policies as needed -Investigates & answers Client Executive inquires regarding coverage of existing policy schedules/declarations -Prepares certificates of insurance, auto ID cards and invoice -Inputs designated service plan activities in agency management system, including follow-up items -Completes necessary surplus lines filings for review by accounting -Requests endorsements as needed by Client Executive -Process Audits to be reviewed by Client Executive -Process Endorsements -Online Quoting when receiving all of the appropriate information from the Client Executive -Pre-Renewal Items -Performs other duties as assigned

-Assist in the planning and execution of corporate and private events including event set-up and teardown. -Assist in the creation of event materials utilizing AutoCAD, Visio, or EBMS. -Work corporate events and stadium-wide events as needed as a guest service representative. -Coordinate meetings with existing and potential clients. -Attend meetings with clients as appropriate to prepare for events. -Assist department managers with leads and communication. -Research potential local and regional events and clients. -Work with leadership on developing processes for event operations. -Data entry and office administration. -Assist with the preparation of event materials for stadium events. -Assist with preparation of hiring events as well as execution.

Achieving success in a variety of areas including marketing, in game promotions, customer service, guest relations, team branding, and minor public relations efforts. Working all home games and supervising selected promotional gate giveaways.

Assisted in marketing, sponsorship relations, calling potential donors and participants for the March of Dimes 5K Walk/Run. Some tasks include visiting all K-marts and Famous Footwears in the Springfield Area to drop off incentives for raising money, sending out packages for the families involved in the walk, and day of operations of the walk.

Assisted numerous small and medium sized businesses designing and building websites using the WordPress content management system. Responsibilities including the analysis, design, construction, testing and implementation of the websites. In addition, worked with clients to optimize the new websites using best practice search engine optimization techniques and submitting company profile to the local business listings including Google, Yahoo, Bing and others. Responsibilities also included developing a training manual for a software solution developed by the company, supporting a virtual call center application from Five9, and other daily activities in support of the operation.

Leadership positions in Alpha Kappa Psi include: Pledge Class Treasurer, Assistant Pledge Instructor, Secretary