Alliant Insurance Services Broker Sheneen Nicholson Recognized as a 2021 Private Client Power Broker
Sheneen Nicholson, Assistant Vice President, Alliant Insurance Services
Sheneen Nicholson, assistant vice president at Alliant, goes the extra mile to keep her clients organized and protected.
Working with families with multiple members, different policies and renewal dates, and frequent changes to those policies, is a challenge.
But Nicholson came through for one client by creating a spreadsheet that helped them streamline and monitor their various policies, which made annual and monthly reviews a less onerous task. Using the spreadsheet, Nicholson and her client can track all policy changes during monthly conference calls.
“Since being assigned to our account Sheneen has taken ownership of this process and has made refinements that better capture all activity,” her client said.
“Past work is moved to a resolved tab, instead of being deleted. But it has enough detail to provide a history of prior changes and with references to past conversations about questions and decisions.”
The client calls the spreadsheet an invaluable tool.
“It has all but eliminated missed items and we are able to confidently let the policy holders know that their polices are in force as they wish,” she said.
Such attention to detail is in keeping with Nicholson’s approach to customer service. Her goal is also to make all of her clients feel like they are her top priority.
A Risk & Insurance Power Broker® is an individual who stands out among their peers for the exceptional client work they delivered over the past year. While brokers play many key roles in the insurance industry and risk profession, a Power Broker® award recognizes problem solving, customer service and industry knowledge.
Our goal is to broadly recognize and promote outstanding risk management and customer service among the brokerage community.
Who selects the winners?
Power Brokers are selected by risk managers based on the strength of the testimonials they provide to a team of 15 Risk & Insurance editors and writers.