Monte Brown

Retain at-risk policyholders by evaluating cancellation concerns, billing disputes, and coverage objections against underwriting guidelines and compliance standards. Handle high-volume, compliance-sensitive customer conversations requiring de-escalation and accurate documentation.

Processed policy changes, coverage reviews, and account updates in accordance with underwriting and compliance documentation standards. Managed account servicing workflows requiring accuracy in risk-relevant documentation and consistent follow-through across high volumes of cases.

Analyzed treasury management client accounts and portfolios to support pricing decisions, risk assessment, and service coordination across business accounts. Prepared financial documentation, pro formas, and compliance-aligned agreements using DocuSign and managed Salesforce pipeline activity.