Amanda Planey

Production Underwriter II at AFM Insurance
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Contact Information
us****@****om
(386) 825-5501

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5.0

/5.0
/ Based on 2 ratings
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Jessica A. Amberg

Amanda excelled in all the areas of interest to the company. For example, she navigated a complex and ever changing environment with proper allocation of attention and resources. She protected profitability by controlling costs and strengthened client relations. As a coworker, what stands out the most in my mind is how much Amanda fought for fairness for every other employee in the company.

LinkedIn User

Please allow this to attest to the character and work ethics of Mrs. Planey. Mrs. Planey was hired by our company back in February of 2008 as an office manager and has been an excellent manager. She commanded the respect of others and has always maintained highly professional attitude during her tenure. While performing her duties; Mrs. Planey served as a mentor for other employees. Mrs. Planey assisted in the work atmosphere. Her outgoing style and professional attitude ingratiate Mrs. Planey to both clients and staff alike. It is a great respect and appreciation that i recommend the employment of Mrs. Planey by any company she may need to apply in the future. As I am sure she will be a tremendous asset.

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Experience

    • United States
    • Insurance
    • 100 - 200 Employee
    • Production Underwriter II
      • Jan 2021 - Present

    • Production Underwriter
      • Jul 2018 - Jan 2021

      - Working in partnership with producers to solicit, underwrite and price new and renewal commercial property business- Determine individual risk acceptability, pricing, coverage, terms and conditions- Develop, analyze and evaluate information and exposures for complex risks- Achieve production and loss ratio goals within assigned regional territory- Work independently with a high level of authority and judgment- Determine need for and secure appropriate reinsurance on individual accounts- Develop successful business relationships with producers and reinsurers Show less

    • Account Underwriter
      • Apr 2017 - Jul 2018

    • United States
    • Insurance
    • 700 & Above Employee
    • Client Processing Specialist
      • Dec 2015 - Apr 2017

      Compose/build and issue new, renewal and endorsement policy documents in accordance with Account Manager quotes and in compliance with underwriting, processing, country and statutory requirements. Enter and manage prospect/client data and financial information in various systems. Capture all limits of liability, sub-limits, deductibles, rates and any other required information. Populate the appropriate billing system through the creation and issuance of accurate invoices and/or provide billing instructions to worldwide issuing offices. Prepare Excel premium allocation spreadsheets. Respond to client/broker email and telephone requests for certificates of insurance to third party interests often requiring same day service. Provide guidance and technical assistance to the Client Servicing Teams on the current processing requirements and liaise with internal offices worldwide to ensure accurate and timely service on accounts and to achieve company and operational objectives. Develop diverse knowledge of all protocols related to global products and services. Respond to client/broker inquiries in a timely manner and/or involves other appropriate personnel where necessary. Maintain organizational, contact and document distribution information for assigned accounts. Show less

    • Assistant Regional Director
      • Apr 2011 - Nov 2014

      Manage staffing of security associates within retail stores for various clients across the United States. Responsible for creation of all staffing assignments, client acquisition support, and conflict resolution for issues occurring in the field. Additional responsibilities include marketing support and advertising related to customer conferences throughout the year.Key Achievements:- Maintained security detail hours for over one hundred retail stores in the Midwest, totaling over five thousand hours of coverage per week for three hundred employees.- Consistently maintains fewer than twenty hours of overtime each week for all staffed stores.- Planned and orchestrated quarterly discussions with all retail store managers to measure overall effectiveness of staffed associates and identification of improvement areas.- Reconciliation of weekly timesheets for all employees, including validation and analysis of all payroll activities including rates of pay, proper identification & certification management, and payroll discrepancies. - Sole point of contact for Executive Management for all inquiries or directives affecting the Midwest office and covered stores.- Actively screened, interviewed, and hired over three hundred security personnel for deployment to coverage region.- Provided on-call support for graveyard shift office staff 24X7.- Directly managed conflict resolution between S.E.B. employees resulting from store complaints.- Responsible for interviewing, hiring, and training all call center employees.- Maintained over one thousand confidential employee files.- Accounts including, but not limited to: Walgreens, Kroger stores, National Amusements, Family Dollar, Nordstrom, Chicago Mercantile Exchange, Sudler Properties, Nike, InterPark. Show less

    • Administrative Assistant
      • Feb 2008 - Apr 2011

      Responsible for assisting management with the day-to-day operations of the executive office. Core Responsibilities: - Assist with new hire onboarding process, to include, but not limited to:- Process new hire paperwork, create personnel files and send cleared file to Payroll for processing.- Assist with following-up and completing pre-employment due diligence steps, as needed.- Maintained inventory of new hire collateral (handbooks, uniforms, IDs) - Review and process new hire and termination paperwork prior to submitting to Payroll.- Create termination files and track in database.- Prepare termination files for storage on a quarterly basis.- Arranging and booking travel.- Editing, drafting, and transcribing emails and other documents and correspondence. - Maintaining calendars and schedules.- Document scanning and electronic filing.- Research projects and other general clerical/administrative duties. Show less

  • HaShalom Restaurant
    • Greater Chicago Area
    • Operations Manager
      • Aug 1998 - Feb 2008

      Provide full-service support for ongoing management of restaurant operations including staff scheduling, standards and procedures enforcement, and staff / guest coordination. Core Responsibilities: - Serviced all requests over a twelve year period with a customer-focused attitude. - Interviewed prospective wait staff, made final hiring decisions. - Trained all restaurant employees for job responsibility duties including inventory management, guest policies and procedures, and nightly close processes. - Responsible for the creation, artistic layout, and descriptions for all restaurant menus throughout employment tenure. - Main point of contact for all customer inquiries regarding ingredients and allergens in all menu items. - Quality control concerning all food prior to being served to customers. Show less

Education

  • DePaul University
    BA, English Literature, Women's Studies
    2000 - 2005

Community

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