Underwriter Assistant

• Jun 2023 - Present

*Assist Underwriters with new and renewal file preparation, rating, issuance and endorsements *Manage complex inquiries and find solutions, or, proper department designation *Evaluate submissions in accordance to underwriting guidelines *Assist Underwriters with new and renewal file preparation, rating, issuance and endorsements *Manage complex inquiries and find solutions, or, proper department designation *Evaluate submissions in accordance to underwriting guidelines

Underwriter Assistant

• May 2020 - Oct 2022

*Property and Casualty licensed and Notary Public in VA *Quote surplus lines commercial insurance new business or renewals *Bind policies with Lloyd's of London *Enter data into Concept 1 and CARL systems in order to quote *Supplies underwriter with specific insured information in order to rate and choose contracts *Resolves discrepancies by researching and analyzing information *Issue Certificates of Insurance and Endorsements *Pull Motor Vehicle Records for… Show more *Property and Casualty licensed and Notary Public in VA *Quote surplus lines commercial insurance new business or renewals *Bind policies with Lloyd's of London *Enter data into Concept 1 and CARL systems in order to quote *Supplies underwriter with specific insured information in order to rate and choose contracts *Resolves discrepancies by researching and analyzing information *Issue Certificates of Insurance and Endorsements *Pull Motor Vehicle Records for Underwriters *Assist with general office functions including ordering supplies and coordinating office luncheons/team building sessions

Administrative Assistant

• Jun 2019 - May 2020

Excecutive Administrative Assistant

• Nov 2015 - May 2020

*Manage all office functions: coordinate meetings and webinars, book travel arrangements, purchase office supplies, organize luncheons and parties *Pull agency reports on agencies, compose documents, and research insurance files *Create and arrange team-building exercises for employee engagement and morale improvement *Website administrator for employee log-ins *Recruit employees through college websites and assist with new employee onboarding *Problem solve daily in order to… Show more *Manage all office functions: coordinate meetings and webinars, book travel arrangements, purchase office supplies, organize luncheons and parties *Pull agency reports on agencies, compose documents, and research insurance files *Create and arrange team-building exercises for employee engagement and morale improvement *Website administrator for employee log-ins *Recruit employees through college websites and assist with new employee onboarding *Problem solve daily in order to obtain reliable results *Privy to confidential information and interact professionally with all levels of staff Show less *Manage all office functions: coordinate meetings and webinars, book travel arrangements, purchase office supplies, organize luncheons and parties *Pull agency reports on agencies, compose documents, and research insurance files *Create and arrange team-building exercises for employee engagement and morale improvement *Website administrator for employee log-ins *Recruit employees through college websites and assist with new employee onboarding *Problem solve daily in order to… Show more *Manage all office functions: coordinate meetings and webinars, book travel arrangements, purchase office supplies, organize luncheons and parties *Pull agency reports on agencies, compose documents, and research insurance files *Create and arrange team-building exercises for employee engagement and morale improvement *Website administrator for employee log-ins *Recruit employees through college websites and assist with new employee onboarding *Problem solve daily in order to obtain reliable results *Privy to confidential information and interact professionally with all levels of staff Show less

Client Services Representative

• 2012 - 2014

*Updating and creating Morning Star Principia Reports for clients *Researching online mutual fund and stock balances for client reports *Calculating all client required minimum distributions *Managed all daily functions including phones/faxes/filing and contacting clients *Updating and creating Morning Star Principia Reports for clients *Researching online mutual fund and stock balances for client reports *Calculating all client required minimum distributions *Managed all daily functions including phones/faxes/filing and contacting clients

Director of Business Development and Print Services

• 2000 - 2005

Managed all aspects of print production for third party advertiser inserts into first class bank and retail billing statements. Marketed print services and administered all pricing, quoting, contracts and collections. Directed production path between marketing, creative and syndication departments. Developed and tracked employee print sales performance and incentive programs. Created promotional materials for new print clients. Researched and provided online revenue opportunities… Show more Managed all aspects of print production for third party advertiser inserts into first class bank and retail billing statements. Marketed print services and administered all pricing, quoting, contracts and collections. Directed production path between marketing, creative and syndication departments. Developed and tracked employee print sales performance and incentive programs. Created promotional materials for new print clients. Researched and provided online revenue opportunities for websites and advertisers. Tradeshow representative for Direct Marketing Association and Net Marketing conferences. *Increased department revenue by $1.3MM in 3 years Show less Managed all aspects of print production for third party advertiser inserts into first class bank and retail billing statements. Marketed print services and administered all pricing, quoting, contracts and collections. Directed production path between marketing, creative and syndication departments. Developed and tracked employee print sales performance and incentive programs. Created promotional materials for new print clients. Researched and provided online revenue opportunities… Show more Managed all aspects of print production for third party advertiser inserts into first class bank and retail billing statements. Marketed print services and administered all pricing, quoting, contracts and collections. Directed production path between marketing, creative and syndication departments. Developed and tracked employee print sales performance and incentive programs. Created promotional materials for new print clients. Researched and provided online revenue opportunities for websites and advertisers. Tradeshow representative for Direct Marketing Association and Net Marketing conferences. *Increased department revenue by $1.3MM in 3 years Show less

Account Executive

• 1999 - 2000

Managed newspaper advertising sales territory producing over $1.6MM. Created, designed and presented advertising campaigns including logos, copy and press-release articles. Produced new advertisers and increased sales revenue of existing ones. Managed newspaper advertising sales territory producing over $1.6MM. Created, designed and presented advertising campaigns including logos, copy and press-release articles. Produced new advertisers and increased sales revenue of existing ones.

Cooperative Advertising/Special Sections Coordinator

• 1995 - 1999

Organized and coordinated all advertising newspaper special sections. Identified cooperative manufacturers and researched available funds and guidelines. Developed motivational sales strategies for account executives and advertisers. Composed promotional fliers for cooperative opportunities and services. Facilitated employee training programs. *Established print and advertising cooperative departments *Highest Sales Performer for Retail Sales (1997) and Awarded for… Show more Organized and coordinated all advertising newspaper special sections. Identified cooperative manufacturers and researched available funds and guidelines. Developed motivational sales strategies for account executives and advertisers. Composed promotional fliers for cooperative opportunities and services. Facilitated employee training programs. *Established print and advertising cooperative departments *Highest Sales Performer for Retail Sales (1997) and Awarded for Excellence *Marketing committee facilitator responsible for improving newspaper image and increasing readership Show less Organized and coordinated all advertising newspaper special sections. Identified cooperative manufacturers and researched available funds and guidelines. Developed motivational sales strategies for account executives and advertisers. Composed promotional fliers for cooperative opportunities and services. Facilitated employee training programs. *Established print and advertising cooperative departments *Highest Sales Performer for Retail Sales (1997) and Awarded for… Show more Organized and coordinated all advertising newspaper special sections. Identified cooperative manufacturers and researched available funds and guidelines. Developed motivational sales strategies for account executives and advertisers. Composed promotional fliers for cooperative opportunities and services. Facilitated employee training programs. *Established print and advertising cooperative departments *Highest Sales Performer for Retail Sales (1997) and Awarded for Excellence *Marketing committee facilitator responsible for improving newspaper image and increasing readership Show less

Assistant Buyer

• 1994 - 1996

Assisted clothing buyer with chosing fabric, buttons and accessories for men's sportcoats and suits. Marketed to department stores with story boards. Assisted clothing buyer with chosing fabric, buttons and accessories for men's sportcoats and suits. Marketed to department stores with story boards.

Special Services Representative

• 1987 - 1992

Started off as a teller in a cooperative position and worked holidays and summers throughout college in the Special Services Department assisting with processing loan payments and various other capacities. Started off as a teller in a cooperative position and worked holidays and summers throughout college in the Special Services Department assisting with processing loan payments and various other capacities.