Taylor Saxe
Policy Issuance Team Lead at TAPCO Underwriters, Inc.- Claim this Profile
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Bio
Credentials
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Lincensed Property & Casualty Producing Agent
North Carolina Department of Insurance
Experience
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TAPCO Underwriters, Inc.
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United States
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Insurance
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100 - 200 Employee
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Policy Issuance Team Lead
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May 2018 - Present
- Expected to continuously meet/exceed policy issuance goals - Maintain low issuance error percentage on a consistent basis - Act as a liaison between team and supervisor in answering issuance questions from team members, advising supervisor of issues within the team, communicating with supervisor if team is expected to have backlog, etc. - Supervisor’s go-to person to take on additional duties/workload as they arise - Work overtime if warranted due to workload - Initiates team… Show more - Expected to continuously meet/exceed policy issuance goals - Maintain low issuance error percentage on a consistent basis - Act as a liaison between team and supervisor in answering issuance questions from team members, advising supervisor of issues within the team, communicating with supervisor if team is expected to have backlog, etc. - Supervisor’s go-to person to take on additional duties/workload as they arise - Work overtime if warranted due to workload - Initiates team meetings to discuss company/guideline changes within carrier - Conduct demonstrations for visitors from corporate and insurance carriers whom TAPCO places business with - Train new hires entirely from start to finish (Note: 15 New Hires trained to date) - Continuously evaluate team’s status and formulate/implement plans, strategies, and resources to help teammates attain their personal goals on a consistent basis
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Policy Issuance Specialist
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Jan 2015 - May 2018
- Obtained/maintain North Carolina Property & Casualty State Licensing - Meet/exceed production goals as assigned by TAPCO - Establish/nurture client, carrier, and agent relationships through prompt, accurate service - Audit, correct, and verify all necessary information prior to policy issuance - Ensure policies issued according to Company guidelines - Oversee accounts to ensure compliance with company’s policies and procedures and correct when needed - Cancel/reinstate… Show more - Obtained/maintain North Carolina Property & Casualty State Licensing - Meet/exceed production goals as assigned by TAPCO - Establish/nurture client, carrier, and agent relationships through prompt, accurate service - Audit, correct, and verify all necessary information prior to policy issuance - Ensure policies issued according to Company guidelines - Oversee accounts to ensure compliance with company’s policies and procedures and correct when needed - Cancel/reinstate policies based on defined terms and company policy - Manage ratings as necessary to guarantee policy information is accurate - Keep up suspense system and follow-up for receipt of policies, endorsements, etc. from outside sources - Evaluate/process policy requests asked for by Company
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Burlington Soccer Club
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United States
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Spectator Sports
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Staff Coach
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Feb 2012 - Feb 2017
- Developed organization and leadership skills - Formulated practice plans and schedules - Communicated with coaches, parents, and players - Promoted a healthy team environment - Trained goalkeepers in an individual and group setting - Currently hold United States Soccer Federation "E" license - Developed organization and leadership skills - Formulated practice plans and schedules - Communicated with coaches, parents, and players - Promoted a healthy team environment - Trained goalkeepers in an individual and group setting - Currently hold United States Soccer Federation "E" license
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Alamance Regional Medical Center
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United States
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Lifestyle & Wellness Center Intern
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Feb 2014 - Oct 2014
- Educate self on ARMC staff member's background/education - Interact with patients and gain further knowledge as to why they are in the program - Take vital signs - Teach/participate in exercise classes - Complete two assigned projects (i.e. design take-home discharge guide; design Wellness incentive program for employees) - Educate self on ARMC staff member's background/education - Interact with patients and gain further knowledge as to why they are in the program - Take vital signs - Teach/participate in exercise classes - Complete two assigned projects (i.e. design take-home discharge guide; design Wellness incentive program for employees)
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Observation Student
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Jun 2013 - Jun 2013
- Worked with Therapist in Inpatient setting for 12 hours - Worked with Elon University Doctor of Physical Therapy students as they completed their clinical - Worked with Therapist in Inpatient setting for 12 hours - Worked with Elon University Doctor of Physical Therapy students as they completed their clinical
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Exercise Science Practicum Student
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Jan 2013 - Jan 2013
- Developed understanding of school system setting as it pertains to therapy - Participated in student therapy sessions and interacted with parents, teachers, and other Physical Therapists - Developed understanding of school system setting as it pertains to therapy - Participated in student therapy sessions and interacted with parents, teachers, and other Physical Therapists
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Exercise Science Practicum Student
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Jan 2013 - Jan 2013
- Present for client consultations and expectant mother's sonograms - Interacted with genetic counselors, MDs, expectant mother's, and families - Present for client consultations and expectant mother's sonograms - Interacted with genetic counselors, MDs, expectant mother's, and families
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Simpson Physical Therapy, Inc.
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United States
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Medical Practices
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Observation Student
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Jul 2012 - Jul 2012
- Traveled home-to-home with other therapists to provide care - Engaged with families in the comfort of their own home and deepened my understanding of home health care - Traveled home-to-home with other therapists to provide care - Engaged with families in the comfort of their own home and deepened my understanding of home health care
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Lenox Baker Children's Hospital
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United States
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Hospitals and Health Care
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Observation Student/Volunteer
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May 2012 - Jul 2012
- Worked with Occupational and Physical Therapists in therapy sessions - Helped therapists with the set-up and breakdown of each session - Organized therapy sessions and prepared needed materials - Present for evaluations and consultations with perspective patients - Worked with Occupational and Physical Therapists in therapy sessions - Helped therapists with the set-up and breakdown of each session - Organized therapy sessions and prepared needed materials - Present for evaluations and consultations with perspective patients
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Education
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2010 - 2014
Elon University
Bachelor's degree, Exercise Science
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