Experience

AFM Insurance

• United States
• Insurance
• 100 - 200 Employee

• Senior Account Administrator

  • Apr 2023 - Present

  Overview: Assistant to Production Underwriters and Account Engineers. Processing and reviewing policies for commercial middle market insurance accounts. o Analyze insurance contract policies for efficiency and compliance with internal/external company policy and customer requirements. o Inspect insured quotes/proposals for accuracy of potential loss to property, income, and other assets. o Evaluate insured locations to determine accuracy for NatHaz exposure and address concerns when… Show more Overview: Assistant to Production Underwriters and Account Engineers. Processing and reviewing policies for commercial middle market insurance accounts. o Analyze insurance contract policies for efficiency and compliance with internal/external company policy and customer requirements. o Inspect insured quotes/proposals for accuracy of potential loss to property, income, and other assets. o Evaluate insured locations to determine accuracy for NatHaz exposure and address concerns when identified. o Generate e-files, provide changes, updates and/or issues with the Production Underwriter and Account Engineers. o Create monthly reports to evaluate current and future trends. o Facilitate risk reports between engineers and insured. o Prepare and organize upcoming renewals 90 days in advance and ensure deadlines are met with accuracy. o Prepare quotes with deductibles and limits for the Underwriter to review. Mediate negotiations when needed. o Issue invoices, total payments, and verify billing accuracy. o Generate letters of non-renewal and contracted policy changes. o Create shell policies for New Business. Work with the underwriter and engineer for location verification and risk assessment. o Mentor and train new hires. o Review claims and forward for approvals.

• Account Administrator II

  • Jan 2019 - Mar 2023

• Account Administrator

  • Aug 2016 - Jan 2019



FM Global

• United States
• Insurance
• 700 & Above Employee

• Premium Collection Specialists

  • Jul 2015 - Jul 2016

  Overview: Responsible for unpaid policies over 365 days. Assisted with current policy payments and providing allocations of payments to Accounts Receivable. o Resolved non-payment issues with brokers, insured and account managers. o Maintain customer service while resolving high stress disputes with clients. Overview: Responsible for unpaid policies over 365 days. Assisted with current policy payments and providing allocations of payments to Accounts Receivable. o Resolved non-payment issues with brokers, insured and account managers. o Maintain customer service while resolving high stress disputes with clients.



Ultimate Finance

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Account Specialist

  • Jan 2013 - Jun 2014

  Overview: To oversee and manage all aspects of maintaining 17 to 18 clients (each containing 20-150 accounts). o Maintaining service levels and financial security per global policy. o Reviewed and approved client credit limits up to 25,000 GBP. o Provided full customer/debtor monthly feedback to clients each month. o Managed disputes for disapproving invoices for all types of perceived risk.

• Account Specialist

  • Jan 2012 - Dec 2012



Inspirations Dance Company, LLC

• Littleton, Colorado

• Director

  • Nov 2004 - Jun 2011

  Overview: Owner and Artistic Director for a dance studio to over 100 families. o Developed, designed, and managed all operations, budgeting, and business functions while leading a team of Artistic Directors and office staff. o Customer accounts, accounts payable/receivable, payroll, client retention and relations. o Website design and creative marketing development. Overview: Owner and Artistic Director for a dance studio to over 100 families. o Developed, designed, and managed all operations, budgeting, and business functions while leading a team of Artistic Directors and office staff. o Customer accounts, accounts payable/receivable, payroll, client retention and relations. o Website design and creative marketing development.



The Bennett Footwear Group

• Newton, Massachusetts, United States

• Customer Care Representative

  • Oct 1999 - Feb 2002

  Overview: Customer care contact for Buyer at several retail corporations. o Tacked suggested retail sale price verses actual price of shoe sales, included auditing Nordstrom.com website for accuracy and availability of product line. o Generated weekly sales reports; tracking sales versus shipping expenditures presented in monthly and semiannual formats. o Processed customer orders from inception to delivery. Typical order size from $15,000-$1,000,000. Overview: Customer care contact for Buyer at several retail corporations. o Tacked suggested retail sale price verses actual price of shoe sales, included auditing Nordstrom.com website for accuracy and availability of product line. o Generated weekly sales reports; tracking sales versus shipping expenditures presented in monthly and semiannual formats. o Processed customer orders from inception to delivery. Typical order size from $15,000-$1,000,000.