Experience

• 

  Axis Insurance Services, LLC

  • New Jersey, United States

  • Surplus Lines Coordinator

    • Sep 2021 - Present
    • New Jersey, United States

• 

  Millward Agency

  • highland, ut

  • Account Manager

    • Jan 2019 - Mar 2022
    • highland, ut

• 

  Veracity Insurance Solutions, LLC

  • Pleasant Grove, Utah

  • Surplus Lines and RPG Manager

    • Oct 2015 - Dec 2018
    • Pleasant Grove, Utah

    I lead a team of accounting professionals in the reporting and payment of taxes and fees for surplus lines insurance policies in all 50 states as well as Washington DC.I work with our legal representative in the reporting and payment of taxes and fees to the appropriate jurisdictions for our risk purchasing groups as well.I keep records for each of our risk purchasing groups registration papers for all 50 states as well as Washington DC.I work closely with the accounting department in reconciling the general ledger and helping to ensure that our accounts are held in trust.I research individual state surplus lines laws as well as maintain relationships with state insurance departments and surplus lines associations.I provide up-to-date forms and procedures for the underwriting department to follow in writing surplus lines business to ensure compliance with each jurisdiction.I continuously train my team in proper reporting and researching techniques as well as oversee the training of new team members.I educate other employees involved directly or indirectly with the surplus lines department as needed.

• 

  InsCipher

  • Pleasant Grove, Utah

  • Surplus Lines and RPG Manager

    • Oct 2015 - Dec 2018
    • Pleasant Grove, Utah

• 

  Sento

  • Technical Support Agent

    • Jan 2001 - May 2006

    I worked on the Intuit account for TurboTax.My tasks included helping customers over the phone as well as through chat troubleshoot their software. Many times the customer was calling to report a calculation issue, so I had to become very familiar with the IRS tax forms to assist in finding where the issue originated. I would walk the customer through each form and help them find and resolve the issue. Many times it was a single decimal out of place.I was a member of a very small group of people cross trained in both Sales and Service as well as Technical Support.I assisted with training as well as assisted our mentors with answering questions for other employees on difficult phone calls..I was a member of the small Full Documentation Team. I would take detailed notes on issues as well as what I had found to be the resolution, and I would attend a weekly meeting with the corporate office and share my findings.I also worked on the McAfee for Comcast account.I would take phone calls as well as chats assisting customers with the installation, setup, and use of their McAfee internet security suite.I would troubleshoot errors, and assist the customer in resolving them.I would also help customers find and remove malware from their systems.