Karen Caplan Email & Phone Number
Account Manager @ Heil & Heil Insurance Agency LLC
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Karen Caplan Location
- Skokie, IL, US
Karen Caplan Work
- Account Manager @ (April 2024 - Present)
- Commercial Lines Account Manager @ (June 2020 - April 2024)
- Account Executive @ Insurance Allies, LLC (February 2019 - June 2020)
- Account Manager - Transportation @ (August 2017 - June 2020)
- Account Manager @ TA Cummings Jr. Co. (August 2010 - July 2017)
- Account Manager @ The Plexus Groupe (January 2005 - May 2010)
- Account Manager @ AON Truck Group (September 1999 - December 2004)
- Renewal Underwriter @ (May 1994 - September 1999)
- Clerical and Customer Service @ Heil and Heil Insurance Agency (March 1988 - May 1994)
Karen Caplan Education
- Niles North High School 1983-1987
- Iowa State University
Karen Caplan Skills
- AMS360
- Account Management
- Brokerage
- Business Development
- Casualty Insurance
- Claim
- Claims Management
- Client Relations
- Commercial Insurance
- Commercial Lines
- Communication
- Coordinating Meetings
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Customer Support
- Directors & Officers Liability
- Employment Practices Liability
- Epic Systems
- General Insurance
- Insurance
- Liability
- Managing Workflow
- Marketing
- Marketing Strategy
- Microsoft Outlook
- Negotiation
- Problem Solving
- Procedure Manuals
- Professional Liability
- Property & Casualty Insurance
- Property and Casualty Insurance
- Quotations
- Research Skills
- Risk Management
- Umbrella Insurance
- Underwriting
- Workers Compensation
- Working with Brokers
- Directors and Officers Liability
- Property and Casualty
- Employment Practices
- Directors and Officers
Karen Caplan Summary
- Karen Caplan, based in Skokie, IL, US, is currently a Account Manager at Heil & Heil Insurance Agency LLC. Karen Caplan brings experience from previous roles at Hipskind Seyfarth Risk Solutions LLC/Leonard H Franks & Associates, Insurance Allies, LLC, USI Insurance Services and TA Cummings Jr. Co.. Karen Caplan holds a 1983 - 1987 Niles North High School. With a robust skill set that includes AMS360, Account Management, Brokerage, Business Development, Casualty Insurance and more. Karen Caplan has 3 emails and 5 mobile phone numbers on RocketReach.
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Top Heil & Heil Insurance Agency LLC Employees
Jessica Jankowiak
Principal and President
Wilmette, IL, US
Karen Caplan
Account Manager
Skokie, IL, US
Alex Romano
Commercial Insurance Agent
Skokie, IL, US
Kyle Gallagher
Commercial Insurance Producer
Chicago, IL, US
Anna Stark
Commercial Lines Account Manager
Arlington Heights, IL, US
Ethan Burke
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