Drawing on over 25 years of experience, Stephanie is responsible for account management and the marketing and placement of insurance programs for our healthcare clients, including physicians, small groups, nursing homes and facilities.
Stephanie previously worked as a client manager with Comprehensive Risk Management, which was acquired by RCM&D in 1997.
- Develops tailored insurance solutions to meet the specific needs of clients
- Maintains strong relationships with carriers
- Keeps abreast of changes in healthcare and new products in the marketplace
- Serves as liaison between client and carrier
- Summarizes claim and rating information for renewal and market bid
- Processes all policy updates and changes
- Advises clients of terms and conditions for each policy
- Accredited Adviser in Insurance (AAI)
- Certified Insurance Service Representative (CISR)
- Certified Insurance Counselor (CIC)
- Accredited Customer Service Representative (ACSR)
Areas of Specialty
- Healthcare – Small Groups
- Nursing Homes and Facilities