Spring Harbor RFP

SPRING HARBOR ACCOUNT SERVICE TEAM (continued)

Sherri Symuleski, AAI Account Manager Property / Casualty

Role  Direct Contact. Responsible for meeting the daily service needs of the client and coordinating with other service team members including Technical Coordinator and Account Technician. Sherri is licensed as a property / casualty agent. She has 13 years experience in the insurance industry & is qualified in handling commercial accounts. She earned her Accredited Advisor in Insurance designation in 1999. Sherri joined the agency in 2006. Role  Direct Contact. Assist client in reporting and monitoring claims. Performs detailed loss analysis and coordinates client presentations on a scheduled basis to review losses & recommendations for loss control. Kristi has been serving in claims handling, management and client consultative roles since 1986 including experience working in claims management at a major insurance carrier. She is responsible for overseeing and managing the Claims and Loss Control Departments including designing customized claims service plans with clients. She actively manages reserve reviews, loss analysis trending and client claims reviews. Kristi joined the agency in 2003. Role  Direct Contact. Responsible for day-to-day claims services including taking and filing loss reports with insurance carriers, coordinating timely response with insurance adjusters and ensuring proper follow-up and controls to assure proper claims handling and settlement. Additionally, she is responsible for negotiating special handling instructions for specific accounts and preparing claims reviews as well as loss trending analysis. Lisa is licensed as a property / casualty agent. Her professional experience includes claims consulting for large multi-state clients for internationally based insurance carriers. She has been in the insurance industry consulting on claims services for the last 12 years. Her expertise extends beyond the claims module as she has spent several years as a risk management analyst in the transportation industry. Lisa joined the agency in 2004. Role  Direct Contact. Resa joined Knight-Rawls, Inc. in 2002 as a Service Representative and has since risen to Senior Account Manager. Resa works closely with our Human Resources partners at each of our employer groups and assists in all facets of benefit administration including marketing and presenting new benefits, open enrollments, benefits implementation, claims administration and all ongoing support and service-related matters.

Kristine Taylor Claims Services Manager & Loss Control Property / Casualty

Lisa Hiler-Riley Claims Services Consultant Property / Casualty

Resa Carter Senior Account Manager Employee Benefits

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