Tracie Steffes
Marketing Coordinator at One General Agency- Claim this Profile
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Bio
Experience
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One General Agency
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United States
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Insurance
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1 - 100 Employee
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Marketing Coordinator
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Apr 2023 - Present
Oklahoma City, Oklahoma, United States
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Associate Underwriter
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Aug 2022 - Apr 2023
Oklahoma City Metropolitan Area
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Specialty Risk Insurance Agency
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United States
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Insurance
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1 - 100 Employee
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Account Manager
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Aug 2018 - Jan 2022
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The Hartford
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United States
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Financial Services
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700 & Above Employee
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Livestock Underwriting Associate
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Aug 2014 - Jul 2018
Purcell, Oklahoma Underwriter Review and Quote new business applications for Livestock Transit and Pasture Cattle. Prepare and process proposals, Certificates, account summaries, endorsements and policies for Livestock Transit, Pasture Cattle, Feedlot, Auction, and Dairy Cattle. Review renewal policies for accurate rating. Determine reasons for cancellation remaining within state guidelines. Participate in Trade Shows to meet prospective clients and exhibit a company… Show more Underwriter Review and Quote new business applications for Livestock Transit and Pasture Cattle. Prepare and process proposals, Certificates, account summaries, endorsements and policies for Livestock Transit, Pasture Cattle, Feedlot, Auction, and Dairy Cattle. Review renewal policies for accurate rating. Determine reasons for cancellation remaining within state guidelines. Participate in Trade Shows to meet prospective clients and exhibit a company presence.
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Workload Coordinator- Underwriting
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Aug 2013 - Aug 2014
Remote Data Management & Reporting-Tracking of department wide weekly & monthly phone and quality reports. Effectively and efficiently manage high volume underwriting requests from leadership team. Demonstrate timely problem resolution skills Review and Distribution of Underwriting Department Workload
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Administrative Assistant- Underwriting
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Mar 2000 - Aug 2013
Oklahoma City, Oklahoma Area & Remote Perform complex administration duties in support of the Director, Management and Underwriting Staff. Schedule meetings and heavy calendar management for both AVP and Director of Underwriting including coordination of events with various departments. Travel Coordination including compiling and submitting of the expense reports. Manage team projects and administration of paperwork for Underwriters, Learning exchange and Personal Lines Agency Aligned Underwriting for both onsite… Show more Perform complex administration duties in support of the Director, Management and Underwriting Staff. Schedule meetings and heavy calendar management for both AVP and Director of Underwriting including coordination of events with various departments. Travel Coordination including compiling and submitting of the expense reports. Manage team projects and administration of paperwork for Underwriters, Learning exchange and Personal Lines Agency Aligned Underwriting for both onsite and remote staff. Provide confidential administrative support to Director and Managers via phone and email communications in relation to underwriting department staff. Gather and update data to maintain departmental records and databases as appropriate; establish and maintain files and records, processed department expenses. Provide timely, accurate, and professional administrative support department wide. Perform all duties related to timekeeping and schedule maintenance Perform year end rating and review activities in TalentSuite
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