Experience

Oswald Companies

• United States
• Insurance
• 300 - 400 Employee

• Senior Client Service Administrator, Construction Department

  • Apr 2020 - Present

  Cleveland, Ohio Client Service Administrator for Oswald Companies. Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation's largest independent insurance brokerage firms. As a proud member of Assurex Global, the worlds' largest association of privately held insurance brokers, our risk management team can service and support the needs of our clients worldwide. Focus on assisting client managers with risk management and innovative coverage solutions for construction clients. Learn more… Show more Client Service Administrator for Oswald Companies. Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation's largest independent insurance brokerage firms. As a proud member of Assurex Global, the worlds' largest association of privately held insurance brokers, our risk management team can service and support the needs of our clients worldwide. Focus on assisting client managers with risk management and innovative coverage solutions for construction clients. Learn more at www.OswaldCompanies.com.

• Client Service Administrator

  • Oct 2016 - Apr 2020

  Cleveland, Ohio, United States



Dawson Companies

• United States
• Insurance
• 1 - 100 Employee

• Account Coordinator - Construction Department

  • Feb 2016 - Oct 2016

  Rocky River, Ohio Account Coordinator: Review and processing of applications, endorsements and loss runs, policy issuance and invoicing, surplus lines, cancellations and non-renewals, Certificates of Insurance, carrier audits and daily correspondences with carriers. Main lines of business include Property, GL, Auto, Crime, Inland Marine, Builders Risk and Umbrella. *Chosen as a “Power User” to assist other employees with going live with Epic (from TAM) after only being with the company 2 ½ months.



United Transportation Union Insurance Association

• United States
• Insurance
• 1 - 100 Employee

• Underwriting Assistant

  • Sep 2012 - Feb 2016

  North Olmsted, Ohio Sales & Underwriting Assistant: Responsible for underwriting life and health applications including but not limited to pricing, ordering medical records, exams and interviews in compliance with all underwriting guidelines. Daily correspondence with Field Agents including communicating any outstanding underwriting items, customer inquiries/leads, and supply needs. Assisted with special projects as needed. Coordinated 2 Blood Drives during employment. Lines of Business: Life, Disability… Show more Sales & Underwriting Assistant: Responsible for underwriting life and health applications including but not limited to pricing, ordering medical records, exams and interviews in compliance with all underwriting guidelines. Daily correspondence with Field Agents including communicating any outstanding underwriting items, customer inquiries/leads, and supply needs. Assisted with special projects as needed. Coordinated 2 Blood Drives during employment. Lines of Business: Life, Disability, Supplemental Health. Show less



The McGowan Companies

• United States
• Insurance
• 100 - 200 Employee

• Senior Underwriter

  • Mar 2008 - Sep 2012

  Fairview Park, Ohio Senior Underwriter: Maintenance of assigned territory including but not limited to underwriting for all renewals subject to all carrier guidelines, review and acceptance of applications and loss runs, endorsements, binding/policy issuance and invoicing, compliance notices, cancellations and non-renewals, and daily correspondences with agents and carriers. Assist in carrier audits. Lines of business include Directors & Officers, Fidelity & Forgery (Crime) and LRO Umbrella.



Ultimate Warrranty Company

• Administrative Department Manager

  • Oct 1999 - Dec 2007

  Rocky River, Ohio April 2005 – Administrative Department Manager: Began overseeing the accounting staff in addition to general office staff as well as integrating accounting function into daily responsibilities such Customer and Vendor Maintenance, Accounts Payable and Receivable, Credit and Debit Memo’s, Debit Adjustments, Payment Applications, Reconciling, etc. Correspondences, Reporting and duties listed below. August 2001 – Office Manager: Overseeing a staff of nine. Responsible for maintaining… Show more April 2005 – Administrative Department Manager: Began overseeing the accounting staff in addition to general office staff as well as integrating accounting function into daily responsibilities such Customer and Vendor Maintenance, Accounts Payable and Receivable, Credit and Debit Memo’s, Debit Adjustments, Payment Applications, Reconciling, etc. Correspondences, Reporting and duties listed below. August 2001 – Office Manager: Overseeing a staff of nine. Responsible for maintaining attendance and performance records for department staff as well as wage reviews. Hiring and terminations. Daily productivity review and maintenance of rating integrity. Handle customer service issues within different areas of the company. File maintenance (Physical & Electronic). October 1999 – General Office Clerk: Maintaining accounts for area representatives including data entry and rating of warranties pursuant to rating guidelines, accounts receivable, and invoicing for assigned territory. Cancellations for all accounts. Show less