Experience

Nixon & Lindstrom Insurance

• United States
• Insurance
• 1 - 100 Employee

• Commercial CSR

  • Jul 2006 - Aug 2015

  Manage new and renewal book of business valued at 1 million in premium. Reviewing Risk Exposure and implement changes as needed. Marketing of client’s submissions, rating for multiple carriers and surplus line products. Coordinated all accounting processes relating to agency, direct billing and cash handling. Handle many large Contract Bonding Accounts. Claims reporting and monitoring to ensure resolution. Customer service, policy issuance, cancellations, audits, endorsements and file documentation. Primary contact for all client correspondence via phone,email and mail. Operated data entry insurance programs(AMS 360 and Applied Systems), Show less



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Executive Administrative Assistant

  • Jul 1999 - Jul 2005

  Performed daily responsibilities such as customer contact, portfolio and policy reviews, completing applications, researching product information and requirements, following company guidelines and underwriting requirements. Policy preparation and delivery. Proposal preparation and research. Miscellaneous payroll administration and bookkeeping. Receives and screens telephone calls, facsimile transmissions, and visitors to the office along with incoming and outgoing mail. Coordinate meetings and travel arrangements. Assembles correspondence, and maintaining file management. Operated data entry programs and financial planning software, fax, scanner, postage meter and transcription. Show less



Strachan-Casale, Inc.

• United States
• Insurance

• Claims Manager

  • Jul 1985 - Nov 1997

  Specialized in customer service relations handling key commercial and personal accounts in all aspects of their claims. Received initial claim reports from client. Did fact finding and investigation of coverage if necessary. Handled in-house claims adjusting of $50,000 or less. Claim follow up for client satisfaction. Tracked claim histories and claim payments. Preparation of monthly and quarterly reports. Devised procedures manual for department. Operated data entry programs, multi line switchboard, fax, copier machine and various office equipment. Show less