Experience

CBRE Loan Services

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Insurance Assistant

  • Aug 2007 - Present

  Manage the support services of daily client requests.Assist on thirty (30) accounts on a daily and renewal basis.Interact with both team leads and clients effectively.Maintain a current Property & Casualty Insurance License since April 2003.Input data of financial coverage into certificates of insurance.Input data of financial obligation into auto ID cards.Invoice policies in Basys system. Prepare for insurance renewals, organizing the certificates and auto ID cards, as well as reports and letters to send to the underwriters.Study information about insurance coverages.Study different lines of coverage for insurance purposes Show less

• Insurance Analyst

  • Aug 2007 - Present

  Review, clean up and send monthly insurance reportRequest Flood DeterminationsGather figures for the loans that are in defaultResearch the reason for a property being in defaultEffectively communicate with agents to obtain proper insurance on all loansMaintain current insurance for all loansEfficiently maneuver systems such as Strategy CS, Filenet, IFast and AS400



CBA Insurance Services

• Account Executive

  • Feb 2007 - May 2007

  Manage the support services of daily client requests. Interact with both clients and underwriters effectively and efficiently. Maintain a current Property & Casualty Insurance License since April 2003. Input data of financial coverage into certificates of insurance. Input data of financial obligation into auto ID cards. Invoice policies in the AMS 360 system. Prepare for insurance renewals, organizing the certificates and auto ID cards, as well as reports and letters to send to the underwriters. Show less



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Specialist

  • Apr 2006 - Feb 2007

  Manage the support services of daily client requests. Assume full ownership of sixty(plus) accounts. Interact with both clients and underwriters effectively and efficiently. Maintain a current Property & Casualty Insurance License since April 2003. Input data of financial coverage into certificates of insurance. Input data of financial obligation into auto ID cards. Invoice policies in Bridge system. Prepare for insurance renewals, organizing the certificates and auto ID cards, as well as reports and letters to send to the underwriters. Study information about insurance coverages. Study different lines of coverage for insurance purposes. Show less



Marsh USA Inc

• Policy Analyst Assistant

  • Sep 1999 - Feb 2006

  Worked attendance for our unit Collected all policies that came in Checked over policies for any mistakes that might have been made from the binder to the policy Notified both the underwriter and the client of any mistakes found in any policies Worked attendance for our unit Collected all policies that came in Checked over policies for any mistakes that might have been made from the binder to the policy Notified both the underwriter and the client of any mistakes found in any policies



Marsh USA

• Administrative Assistant

  • Sep 1999 - Apr 2005

  Set up meetings.Send out memos.Keep attendance for department.Keep track of birthdays and anniversaries.Assist with expense reports for the sales team in department.Create and or update word and powerpoint documents to be given to the clients.Navigate Microsoft windows, skilled in Word, Excel, PowerPoint and Access with ease.File, fax copy and distribute files to others.Schedule, plan and organize meetings.Order all office supplies for department.

• Insurance Analyst

  • Sep 1999 - Mar 2005



University of Houston

• United States
• Higher Education
• 700 & Above Employee

• Front Desk Receptionist

  • May 1998 - Sep 1999

  Answer multi-line phones. Greeted students. Distribute mail for staff. Navigate Microsoft windows, skilled in Word, Excel, PowerPoint and Access. Provide customer service to the students, facility and general public. File, fax copy and distribute files to others. Create merged memos for the distance education students and professors. Schedule, plan and organize meetings. Answer multi-line phones. Greeted students. Distribute mail for staff. Navigate Microsoft windows, skilled in Word, Excel, PowerPoint and Access. Provide customer service to the students, facility and general public. File, fax copy and distribute files to others. Create merged memos for the distance education students and professors. Schedule, plan and organize meetings.