Experience

Scott Insurance

• United States
• Insurance
• 300 - 400 Employee

• Bonds Account Manager

  • Mar 2010 - Present

  Process contract and commercial surety bonds from submitting requests to surety underwriters for approval to the execution of bid bonds, performance & payment bonds, miscellaneous bonds; invoicing, requesting updated financial information, following up on status of bids and contracts, to general account management. Keeping The Agency Management System up to date with files, emails, correspondence and documentation attached, and follow up activities handled. Regular contact with surety representatives and customers by telephone, fax, email and written correspondence. Show less



Marsh McLennan Agency | Senn Dunn Insurance

• United States
• Insurance
• 1 - 100 Employee

• Commercial Account Manager, Bonds/Insurance

  • Jan 2007 - Nov 2009

  Account Manager for commercial insurance and surety clients. Handled daily needs of clients including but not limited to: certificate of insurance requests, policy change requests, policy/coverage reviews, filing claims, renewal reviews, obtaining loss runs, invoicing, processing endorsements and audits. Executed bid and final bonds, maintained updated financial information for surety, marketed new accounts to surety for bond consideration. Maintained internal paper and electronic files of clients. Daily utilized TAM, Microsoft Word, Excel, and Outlook. Additional activities included assisting the IT department with support for the Raleigh office as needed. General office duties included backing up receptionist position periodically by processing incoming/outgoing mail, routing incoming calls on a multi-line phone system, sending/receiving faxes, scanning, problem solving office equipment operations, collating, filing and assisting in any way needed. Started with Senn Dunn when prior employer merged with Senn Dunn. Show less



Wilson-Ramseur, Inc.

• Bond Asst/Admin Asst/Mrktg Asst/Syst Mngr

  • Mar 2001 - Dec 2006

  Responsibilities included assisting in the commercial surety department and the commercial insurance department with new business marketing; handling the in-house aspects of all IT needs. Independently performed daily tasks utilizing TAM, ACT, Microsoft Word, Excel, Publisher, and Outlook. Maintained databases, spreadsheets, current and historical files, created forms, letters and other correspondence, managed website and computer/office equipment. Calculated and invoiced bond premiums and followed up on bond premium receivables. General administrative duties included problem solving of computer, server, router and office equipment operations Show less



Pamlico Partnership for Children, Inc

• Administrative Assistant/Program Assistant

  • Jun 1998 - Jan 2001

  Energetically accepted a situation which enabled me to accelerate from Program Assistant to Administrative Assistant. Embraced the challenge and change. Willingly took over the role and quickly learned the aspects of my position, overcoming all obstacles while successfully maintaining the Administrative necessities. Independently performed daily tasks utilizing Microsoft Word, Excel, Publisher, Outlook Express, and periodic work in Access and Power Point. Maintained spreadsheets, fixed asset schedules, current and historical files of the office, created forms, letters and other correspondence. The financial responsibilities I conducted were; bank deposits, custodian of petty cash, accounts receivable, accounts payable, purchase orders, recurring invoice payment requests, coding, cost allocation of funds in various fund accounts, actively contributed and participated in the budgeting and allocation of all money allotted for a given fiscal year, reviewed allocations, aided in needed revisions or amendments. General office duties included; screening/routing incoming calls, sending and receiving faxes, problem solving, operating the copier/sorter, collating, filing, organizing office supplies and furnishings, ordering office/ program supplies and equipment, processing shipments received, greeting visitors and assisting them with their needs, arranging hotel accommodations, maintaining monthly office calendar processing/sending mail and email. Show less



Helweg & Farmer Transportation Co

• School Bus Driver

  • Nov 1996 - Oct 1997



Blue Bird Preschool/Learning Center

• Teacher Assistant

  • Jul 1994 - Jan 1995



Lebbad Family Daycare

• Family Daycare Provider

  • Jul 1992 - Feb 1994

  July 1992 to February 1994 I operated an in-home family day care in my California home. I then moved to New Mexico. I worked a short while at a Preschool before opening my in-home family day care out of my New Mexico home beginning January 1995 until roughly October 1996. July 1992 to February 1994 I operated an in-home family day care in my California home. I then moved to New Mexico. I worked a short while at a Preschool before opening my in-home family day care out of my New Mexico home beginning January 1995 until roughly October 1996.



Various Industries

• DME Sales/Billing Clerk, Telemarketer, Certified Nursing Assistant, Cashier

  • Jan 1982 - Jan 1991

  In the years between 1982 and 1991, I worked in a variety of fields including experience as a: Car Wash Attendant, Floor Security Personnel, Cashier, Certified Nursing Assistant in acute psychiatric ward, nursing home and patient home environments, DME Sales Clerk, DME Billing Clerk, Telemarketer. In the years between 1982 and 1991, I worked in a variety of fields including experience as a: Car Wash Attendant, Floor Security Personnel, Cashier, Certified Nursing Assistant in acute psychiatric ward, nursing home and patient home environments, DME Sales Clerk, DME Billing Clerk, Telemarketer.