Experience

Diversified Insurance Industries, Inc.
• United States
• Insurance
• 1 - 100 Employee
• Client Relationship Manager

  • Sep 2022 - Present


Scott Insurance

• United States
• Insurance
• 300 - 400 Employee

• Commercial Account Manager

  • Jul 2016 - Sep 2022

  Manage insurance programs for commercial accounts. Handle daily client communications. Run premium, loss, and modification analysis with multiple report generation, drawing conclusions and presenting findings. Create data dashboards and charts for proposals utilizing advanced Microsoft excel for reports. Provide support to the P&C Operations team for a variety of projects including training, workflow and procedure documentation, template creation, as well as technical support in Excel, Scott Connect, EPIC, INDIO, and CSR24. Show less

• Data Analyst Independent Consultant

  • Aug 2012 - Jul 2016

  Generate weekly, monthly, quarterly and yearly reports based on loss run data. Document coding and template creation in Applied System software. Management of yearly company review survey. PowerPoint presentation editing. Perform data cleanup and spreadsheet design including pivot tables and dashboard design. Working for Scott Insurance as an independent consultant remotely from the UK.

• Office Coordinator

  • Dec 2005 - Aug 2012

  Multi-line phone system, upkeep of office equipment, inventory, mail distribution, coordinating culture building events for office, faxing, filing, data entry. Orientation for new staff. Handling of state surplus lines tax filing. Projects for colleagues on an as needed basis including loss run analysis, PowerPoint editing, data entry, and unique spreadsheet creation.



CEO Inc.

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Temp for Hire

  • Jul 2005 - Dec 2005

  - Saussy Burbank – Temp – Front Desk Cover - Cadmus – Temp – HR Department Assistance - Scott Insurance – Temp to Hire – Office Coordinator - Saussy Burbank – Temp – Front Desk Cover - Cadmus – Temp – HR Department Assistance - Scott Insurance – Temp to Hire – Office Coordinator