Senior Commercial Account Executive

• Oct 2020 - Present

Director of Risk Management

• Jan 2020 - Oct 2020

Commercial Lines Account Executive

• Oct 2018 - Jan 2020

Commercial Account Manager

• Jul 2007 - Oct 2018

● Advise clients of their coverage, obtain quotes and bind new/renewal policies, issuing insurance certificates for large and complicated projects, adding coverage to existing policies due to change in exposure.● Maintain client relationships and manage day-to-day administration of commercial insurance policies for large clients. ● Analyze commercial insurance policies for accuracy and comprehensive coverage for the client. ● Facilitated the development of various IT projects to better serve our clients and provide better reports and data. ● Support over $800,000 worth of business. Show less

Assistant Coordinator

• Apr 2003 - Jul 2007

● Intake of calls concerning abuse, neglect, and exploitation of the elderly. ● Advised Ombudsmen on methods of advocacy and long-term care legal guidelines as well as reviewing complaints and inspections for accuracy and quality. ● Educated citizens on issues regarding long-term care, individual personal care concerns, and trends in long-term care settings. ● Coordinated two annual holiday gift drives for Polk, Highlands, and Hardee Counties. ● Processed travel vouchers and membership paperwork for volunteers while assisting with volunteer recruitment efforts. ● Collaborated with aging network professionals and long-term care facilities during disaster recovery efforts to provide assistance and address the unmet needs of long-term care residents. ● Track and maintain accurate data for the Administration on Aging and the State Long-Term Care Ombudsman through the National Ombudsman Reporting System. ● Provided technical Assistance for other district councils throughout the state. Show less