Experience

Acrisure California LLC. dba Pacific Diversified Insurance

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Mar 2015 - Present

  Manages the renewal process for commercial accounts, including marketing and binding coverage while providing a high level of client care and service, preparing and issuing proposals and binders. Also responsible for invoicing agency billed accounts, and maintaining EPIC based database current for each client, including maintaining client correspondence, suspense system and follow ups.

• Assistant Account Manager

  • May 2013 - Mar 2015

  Reviewed Insurance requirements in client’s contracts and issued certificates of insurance. Ordered endorsements from insurance carriers, verified their accuracy when received, and ordered motor vehicle reports and loss runs. Followed up on cancellation notices with insureds and carriers.



International Lease Finance Corporation

• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Insurance Representative I

  • Aug 2010 - Dec 2011

  Corresponded daily with airlines and insurance brokers regarding renewals and revised certificates for over 95 airlines, created claim files, and ensured compliance. Processed insurance certificates in CAMS database and scanned/organized certificates into LiveLink, prepared weekly reports for department meetings/outgoing memos for Contracts department, reviewed insurance requirements in airplane leases and insurance certificates to ensure each aircraft was properly insured. Created, reviewed, and edited files for aircraft sales and deliveries. Show less



Steamship Mutual

• United Kingdom
• Insurance
• 100 - 200 Employee

• Underwriting Assistant

  • May 2008 - Nov 2008

  Generated and amended certificates of entry, vessel schedules and blue cards, calculated return of premium for cancelled vessels, and ensured compliance. Corresponded with members and brokers via email, letter and telephone, entering new vessels and cancelling vessels on Steamship’s underwriting system. Ran underwriting reports, updated vessel details, assureds and mortgagees, and issued credit and debit notes. Generated and amended certificates of entry, vessel schedules and blue cards, calculated return of premium for cancelled vessels, and ensured compliance. Corresponded with members and brokers via email, letter and telephone, entering new vessels and cancelling vessels on Steamship’s underwriting system. Ran underwriting reports, updated vessel details, assureds and mortgagees, and issued credit and debit notes.



International Lease Finance Corporation

• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Insurance Assistant

  • Jun 2005 - Jun 2007

  Communicated daily with airlines and brokers regarding renewals and revised certificates for over 95 airlines, created claim files and processed claims into CAMS database, processed insurance certificates and migrated scanned/organized certificates into LiveLink and ILFC’s electronic filing system. Prepared weekly reports for department meetings, reviewed insurance requirements in airplane leases to ensure certificates had been issued correctly. Created, reviewed and edited files for aircraft sales and deliveries. Show less