Tracie Steffes

Marketing Coordinator at One General Agency
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Marketing Coordinator
      • Apr 2023 - Present

      Oklahoma City, Oklahoma, United States

    • Associate Underwriter
      • Aug 2022 - Apr 2023

      Oklahoma City Metropolitan Area

    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Manager
      • Aug 2018 - Jan 2022

    • United States
    • Financial Services
    • 700 & Above Employee
    • Livestock Underwriting Associate
      • 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.

    • Workload Coordinator- Underwriting
      • 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

    • Administrative Assistant- Underwriting
      • 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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