Business Manager

• Sep 2021 - Present

Business Manager

• Sep 2021 - Present

Research Administrator/Fiscal Officer

• Jun 2016 - Sep 2021

Perform post-award activities, as well as Fiscal Officer duties for Global Center for Food Systems Innovation. This includes award review and set-up to facilitate appropriate long-term management. Post-award activities include facilitating the progress of the sponsored projects by safeguarding project funds and assisting with non-financial compliance issues.

Contract & Grant/Sponsored Programs Admininstrator

• Oct 2014 - May 2016

Assist faculty in obtaining grants to support externally funded projects. Review funding opportunity announcement and grant award documents to ensure language is acceptable; assist with clarification and interpretation of agency and university policies; review and prepare related documents for signature by an MSU authorized representative; consult with departmental personnel to determine how cost-sharing commitments will be met; submitting electronic applications in compliance with sponsoring agency guidelines; resolving problems related to pending or submitted proposals, agreements, and other related documents.

Small Commercial Portfolio Underwriter

• Feb 2013 - Oct 2014

Responsible for multi-line renewal underwriting and retention on accounts handled by Small Commercial Lines Department with annual account premiums less than $25,000.During the course of executing on this responsibility, I partner with Small Commercial Sales Managers and Regional Vice President; investigate and promote franchise value opportunities including but not limited to cross sell and up sell for renewal accounts handled; engage in producer management of assigned agency plant as necessary and appropriate; and act as the owner of individual renewal portfolio (book and agency) profit and loss.I work closely with my assigned Underwriting Technician partner to ensure all policies are underwritten in the most efficient and effective manner while meeting service standards and performance goals.Evaluate commercial insurance applications and agency relationships, review loss histories, company websites, Dun & Bradstreet financial reports and previously documented underwriting decisions to develop a justified underwriting position and effectively communicate the decision to agent customer base.Coordinate the flow of underwriting information between internal departments, negotiate pricing and policy terms to ensure guideline compliance and act as a technical resource within an internal and external customer base.Manage agency relationships through in-office product and company update presentations, identify viable new business opportunities and assess agency alignment with Citizen’s growth and partnership strategies.

Underwriting Technician

• Nov 2011 - Jan 2013

Prepare new business for underwriting review by checking websites for information including but not limited to: rates, building information, liquor violations, motor vehicle reports and insured's information.Request information from agents such as Statements of Values, Driver Information, and Description of Operations using written and verbal communication. Quote endorsements to change coverage via our Point of Sale system. Complete Loss Control Requests to survey new business

Direct Service Agent

• Oct 2010 - Nov 2011

Answers and responds to telephone and email inquiries, requests for changes and information, and written correspondence received from customers/agents using established guidelines and techniques.Accurately relays information regarding coverage and rates using established underwriting guidelines including reinstatements. Provides agent direction and assistance in utilizing available on-line tools including: underwriting rate and rule manuals, TAP, and other on-line customer facing resources. Also includes entry and quoting assistance in Personal Lines and Commercial Lines Point-of-sale system. Provides technical direction and assistance to agents in regard to password resets, resending uploads and downloads, checking Java PC settings, troubleshooting premium discrepancies and system errors. Researches/reconciles discrepancies in direct billing records such as misapplied payments, legal collections and EFT; makes policy payment plan changes as necessary.Tracks transaction history (phone, processing, follow-up) through proper documentation using call tracking systems and established guidelines.Effectively handles escalated phone calls by diffusing negative situations and resolving issues in a timely and effective manner. Is instrumental in the success of new hires/peers by handling assist calls and providing training/support by explaining procedures and displaying a positive work ethic.

Producer

• Feb 2010 - Oct 2010

Personal lines producer Personal lines producer

Customer Service Representative

• Jan 2009 - Feb 2010

Handle all inbound customer calls, answer questions and concerns from the customers, maneuver through various computer screens and enter information into the database, review orders for accuracy and completeness, create any necessary adjustments. Communicate efficiently with underwriters to make changes and get coverage answers. Entry and quoting of accounts in multiple company online systems. Handle all inbound customer calls, answer questions and concerns from the customers, maneuver through various computer screens and enter information into the database, review orders for accuracy and completeness, create any necessary adjustments. Communicate efficiently with underwriters to make changes and get coverage answers. Entry and quoting of accounts in multiple company online systems.