Family Office Insurance Administrator

• May 2016 - Present

Working with Ultra High Net Worth and High Net Worth clients, I advocate for our clients and make sure that their coverages are in line with their needs. A member of the Office Services Team, I assist clients with all aspects of their insurance coverage, working as a liaison between clients, their relationship teams and the insurance carriers to ensure clients coverage matches their unique needs and lifestyle. I review clients insurance, prepare full insurance reviews, present alternative and adjustments to their insurance program, coordinate application processing, claims fulfillment, underwriting, billing, and collection with outside insurance brokers. The Family Office system offers insurance, tax and bill payer services to our clients. I also work on the Corporate insurance renewals for the company. Show less

Administrative Assistant

• Oct 2015 - Nov 2015

Director of Operations

• Jun 2015 - Sep 2015

Executive Assistant Office Manager

• Mar 2012 - May 2015

 25+ Years of Experience in the Insurance/Financial Services Industry in Office Management, Production Underwriting, Underwriting, Marketing, Sales and Service Proven ability to work under pressure effectively Personable and persuasive in communicating with staff as well as clients Self motivated and confident in making decisions Dependable and responsible, thrive in an environment requiring the continued learning and application of new skills Computer experience include Microsoft office, company specific programs and outside vender programs 5 Years of fund-raising with HSA and 2 years as Treasurer Community involvement including organizing a 5K to benefit local Police Dept K9 Unit, Mock Crash involvement with local High School, Safe Driving Program with local High School. Responsible for creating and maintaining relationships with clients both business and individual  Office Manager, responsible for training new staff in office procedures as well as implementation and communication of new ideas, procedures and programs.  Responsible for insuring optimal customer service from all associates.  Marketing of all products as well as the abilities of our office  Sales and service of both insurance and financial products including bank and variable products (Auto, Home, Business, Workers Comp, Life, Health, Retirement Accts, College Funds, Mortgages, Home Equity Products, Savings Products)  Customer service, all aspects from daily phone conversations to dispute resolution.  Maintenance of policies, making changes, updating and upgrading.  Application of and tracking of payments.  Notary services as necessary.  Loan closings.  Scheduling of appointments on and off site  Scheduling staff Show less

Homeowners Department Manager/Marketing

• May 2007 - Mar 2012

Underwriter for Surplus Personal Lines Wholesaler Responsible for underwriting of new and renewal business. Marketing of both personal and commercial lines to new brokers. Maintaining good working relationships with current client base Required to keep track of market trends in the personal lines arena in order to make rating and policy change recommendations to carrier Visit new and existing agencies to maintain quality Review inspection reports to make recommendations or cancel policy when necessary Quote all new and renewal business Prepare for audits and adjust programs accordingly Show less

Agents Office

• Dec 2001 - May 2007

Agents Office

• Mar 1989 - Dec 2001

Office Manager/Sales Rep/Registered Representative

• Jan 2000 - May 2007

Responsible for creating and maintaining relationships with clients both business and individual Office Manager, responsible for training new staff in office procedures as well as implementation and communication of new ideas, procedures and programs. Marketing of all products as well as the abilities of our office Sales and service of both insurance and financial products including bank and variable products (Auto, Home, Business, Workers Comp, Life, Health, Retirement Accts, College Funds, Mortgages, Home Equity Products, Savings Products) Customer service, all aspects from daily phone conversations to dispute resolution. Maintenance of policies, making changes, updating and upgrading. Application of and tracking of payments. Notary services as necessary. Loan closings. Scheduling of appointments on and off site Scheduling staff Show less

Office Manager/Sales Rep/Registered Representative

• Jan 2000 - May 2007

Responsible for creating and maintaining relationships with clients both business and individual Office Manager, responsible for training new staff in office procedures as well as implementation and communication of new ideas, procedures and programs. Marketing of all products as well as the abilities of our office Sales and service of both insurance and financial products including bank and variable products (Auto, Home, Business, Workers Comp, Life, Health, Retirement Accts, College Funds, Mortgages, Home Equity Products, Savings Products) Customer service, all aspects from daily phone conversations to dispute resolution. Maintenance of policies, making changes, updating and upgrading. Application of and tracking of payments. Notary services as necessary. Loan closings. Scheduling of appointments on and off site Scheduling staff Show less

Office Manager, Sales Representative

• Jan 1993 - Jan 2000

Responsible for daily operations of 30 year insurance agency Sales and service of all lines of insurance Training of new staff Responsible for learning, implementation and communication of new procedures Loan closings. Scheduling of appointments on and off site Scheduling staff Responsible for daily operations of 30 year insurance agency Sales and service of all lines of insurance Training of new staff Responsible for learning, implementation and communication of new procedures Loan closings. Scheduling of appointments on and off site Scheduling staff

Office Manager, Sales Representative

• May 1984 - Jan 2000

Responsible for daily operations of 30 year insurance agency Sales and service of all lines of insurance Training of new staff Responsible for learning, implementation and communication of new procedures Responsible for daily operations of 30 year insurance agency Sales and service of all lines of insurance Training of new staff Responsible for learning, implementation and communication of new procedures

Agent

• 1992 - 1999