Experience

Med James, Inc.

• Insurance
• 1 - 100 Employee

• AVP, Audit & Compliance

  • Apr 2002 - Present

  Responsible for Licensing for Corporation and Management; Borderaux Reports; Responses on Tax Audits; Handle inquires regarding Surplus Lines Tax inquiries from states. Maintain P&C Procedure Manual; Manage Notices to staff on State Tax Changes, Requirements, Affidavits & Forms; Handle Courtesy Tax Filings where applicable; Assist Senior VP in reports and file reviews as needed for audit, claims, and/or collections. Provide Training on company procedures to Underwriters as needed . Program… Show more Responsible for Licensing for Corporation and Management; Borderaux Reports; Responses on Tax Audits; Handle inquires regarding Surplus Lines Tax inquiries from states. Maintain P&C Procedure Manual; Manage Notices to staff on State Tax Changes, Requirements, Affidavits & Forms; Handle Courtesy Tax Filings where applicable; Assist Senior VP in reports and file reviews as needed for audit, claims, and/or collections. Provide Training on company procedures to Underwriters as needed . Program Director for On-line rating program for KC office. Show less Responsible for Licensing for Corporation and Management; Borderaux Reports; Responses on Tax Audits; Handle inquires regarding Surplus Lines Tax inquiries from states. Maintain P&C Procedure Manual; Manage Notices to staff on State Tax Changes, Requirements, Affidavits & Forms; Handle Courtesy Tax Filings where applicable; Assist Senior VP in reports and file reviews as needed for audit, claims, and/or collections. Provide Training on company procedures to Underwriters as needed . Program… Show more Responsible for Licensing for Corporation and Management; Borderaux Reports; Responses on Tax Audits; Handle inquires regarding Surplus Lines Tax inquiries from states. Maintain P&C Procedure Manual; Manage Notices to staff on State Tax Changes, Requirements, Affidavits & Forms; Handle Courtesy Tax Filings where applicable; Assist Senior VP in reports and file reviews as needed for audit, claims, and/or collections. Provide Training on company procedures to Underwriters as needed . Program Director for On-line rating program for KC office. Show less



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Senior Account Manager, Transportation Department

  • Jan 1999 - Jun 2001

  Serviced Transportation Fleet Accounts for risks located in various states throughout the US with A/E & Producer to include day to day contact & assisted in marketing. Member of Compliance Team to set up AJG guidelines for policy review, etc. Member of Team to set up & resolve Surplus Tax Filings/Compliance issues in Kansas City Office. Serviced Transportation Fleet Accounts for risks located in various states throughout the US with A/E & Producer to include day to day contact & assisted in marketing. Member of Compliance Team to set up AJG guidelines for policy review, etc. Member of Team to set up & resolve Surplus Tax Filings/Compliance issues in Kansas City Office.



Alexander & Alexander, Inc.

• Kansas City, Missouri Area

• Account Manager, Major Accounts

  • Aug 1985 - Dec 1996