Underwriting Manager

• Aug 2023 - Present

Senior Underwriter

• Feb 2018 - Present

Commercial Lines Account Coordinator

• Oct 2015 - Feb 2018

As Account Coordinator, I assist Commercial Lines Account Managers and producers to maintain the highest level of customer service, which includes the following: reviewing policies for accuracy, request policy changes, mail policies and endorsements, process audits, order loss runs and MVRs, issue certificates, bonds, and invoices and assist with billing inquiries. As Account Coordinator, I assist Commercial Lines Account Managers and producers to maintain the highest level of customer service, which includes the following: reviewing policies for accuracy, request policy changes, mail policies and endorsements, process audits, order loss runs and MVRs, issue certificates, bonds, and invoices and assist with billing inquiries.

Protection Specialist Select Commercial Lines

• Jun 2013 - Oct 2015

Provide efficient service to commercial lines clients by processing renewals, endorsements, certificates and coverage inquiries. Provide efficient service to commercial lines clients by processing renewals, endorsements, certificates and coverage inquiries.

Account Manager

• May 2012 - May 2013

Commercial and Condo Account servicing through production of proposals, processing renewals, certificates and endorsements Commercial and Condo Account servicing through production of proposals, processing renewals, certificates and endorsements

Account Manager

• Jul 2009 - Jun 2012

Assisted clients with the completion of required forms to the Division of Workers' Compensation, Accounts Receivable, Audits and Account Reviews

Adjuster

• Jun 2008 - Jul 2009

Adjusted Workers' Compensation Medical Only Claims

Customer Service Specialist/Supervisor

• Sep 2003 - Oct 2007

Sales, marketing and service of personal lines insurance products. Also assisted in compiling marketing guidelines and department procedures Sales, marketing and service of personal lines insurance products. Also assisted in compiling marketing guidelines and department procedures

homebuyer

• 2003 - 2005

sales representative

• Jun 2001 - Aug 2003

Assist clients with purchasing all insurance and financial products including retirement planning, mortgages, vehicle loans and asset protection Assist clients with purchasing all insurance and financial products including retirement planning, mortgages, vehicle loans and asset protection

Personal Banking Officer

• Nov 1999 - Jun 2001

Assist clients with purchasing bank products, reconciliations and recommendations to other financial services Assist clients with purchasing bank products, reconciliations and recommendations to other financial services

Personal Banker

• May 1997 - May 1999

Assist clients with purchasing banking products, reconciliations and recommendations to other financial services Assist clients with purchasing banking products, reconciliations and recommendations to other financial services

Department Sales Manager

• Jan 1996 - Oct 1996

Lead sales team for department by instructing sales techniques, displays and stocking inventory Lead sales team for department by instructing sales techniques, displays and stocking inventory