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Gigi Harris

@gigiharris

Client services professional at EBIX who manages relationships with 60+ corporate clients and reviews insurance compliance requirements.

United States

Message

At EBIX, I manage ongoing relationships with a portfolio of 60+ major corporate clients and support their insurance compliance needs.

I review commercial contracts and Certificates of Insurance for alignment with contractual requirements, identify potential coverage gaps, and share findings through customized digital reports and virtual consultations.

I work with insurance agents, policyholders, and client representatives to resolve documentation deficiencies and track outstanding requirements. I also explain insurance terminology, compliance procedures, and tracking software to help clients navigate established processes.

I supervise two client service specialists and provide virtual onboarding and job-specific training. Earlier, as an Administrative Assistant at CENTRE POINT ADVISORS and STATE FARM, I supported insurance operations, customer service, and recordkeeping.

Experience

Work history, roles, and key accomplishments

Current

Client Advocate

Current

Ebix

Jan 2005 - Present (21 years 9 months)

Manage ongoing relationships with a portfolio of 60+ major corporate clients, review commercial contracts and insurance requirements, and audit Certificates of Insurance for accuracy and compliance.

Customer Relationship Management Corporate Account Management Certificate Of Insurance (COI) Review Insurance Compliance Contract Review Risk Assessment CRM Insurance Tracking Microsoft Office 365 Google Workspace Remote Operations Team Supervision Training Digital Documentation

Current

Dedicated Resource

Current

Ebix

Jan 2005 - Present (21 years 9 months)

Served as a dedicated resource for client accounts, supporting compliance objectives and coordinating follow-up activities.

client support Compliance Coordination CRM

Current

Service Consultant

Current

Ebix

Jan 2005 - Present (21 years 9 months)

Provided client support and service coordination for corporate accounts, resolving documentation deficiencies and communicating with insurance agents and policyholders.

client support Insurance Compliance Communication Skills CRM Insurance Tracking

Current

Client Service Analyst

Current

Ebix

Jan 2005 - Present (21 years 9 months)

Analyzed client service data and supported account management, focusing on insurance compliance and documentation.

Data Analysis Client Services Insurance Compliance CRM

Administrative Assistant

Centre Point Advisors

Jan 2003 - Dec 2004 (1 year 11 months)

Coordinated onboarding activities for new insurance agents, prepared policy illustrations, and maintained databases for telemarketing leads and licensing records.

Onboarding Database Management Administrative Support Market Research Calendar Management

Administrative Assistant

State Farm

Jan 2002 - Dec 2003 (1 year 11 months)

Processed insurance premium payments, balanced daily cash deposits, and prepared past-due payment notices. Responded to customer inquiries and organized client files.

Payment Processing Customer Service Record keeping Administrative Support

Education

Degrees, certifications, and relevant coursework

Mt. San Jacinto College

Associate of Science, Business Administration

Earned an Associate of Science in Business Administration, with relevant coursework in accounting, business communications, marketing, and quality management.