commercial line processor client representative resume example with 19 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
14 years of administrative experience in the area of accounting, and operations.
Microsoft Windows, Microsoft Office, Microsoft Excel, PowerPoint, Adobe, The Agency Management system(TAM), Sage, Tele check, VeriSign, Teller Scan, Positive Pay, PayPal
  • Casualty auto insurance
  • Active Property and Casualty Insurance License with the 
  • Maryland Department of Insurance
  • Excellence Award/Dedication to the Highest Standards of Excellence 2003, 2004– Clements International
  • “You Kept the Promise” (Attitude and Contributions to the Dept.)2004, 2005  – Clements International
  • Spot Award/Exceptional Performance and Dedication 2005 – Clements International
  • Employee of the Quarter Award 2010 – Clements International
  • “I CARE”/ Values Award - Employee of the Quarter Award 2013 – Clements Worldwide
07/2013 to Current Commercial Line Processor/ Client Representative Anatomage | Seattle, ,

Provide general overall support to the Commercial Insurance Account Manager (AM). Successfully complete policy production to include cancellations, audits, endorsements, changes, corrections, new business and renewals.

  • Generate invoices, review commissions and calculate premiums, refunds and adjustments by utilizing insurance rate standards, and accordingly post the amount(s) or refund(s) to The Agency Management System (TAM) for billing.
  • Compare information from prior coverage to new or renewal criteria to be certain that the client is receiving adequate coverage.
  • Create Certificate of Creditable Coverage and Certificate of Liability
  • Knowledge of Excess and Surplus Lines filing requirements per state
  • Prepare Coverage of Summaries
  • Manage and process incoming direct bills items.
04/2012 to 07/2013 Junior Accountant Care New England Health System | Warwick, ,
  • Maintained balance sheets, general ledger accounts and bank reconciliations.
  • Completed month end closing and assisted with the annual budget process, provided internal and external services/researched and responded to all premium and incoming payments inquiries or billed issues.
  • Recorded and maintained the incoming direct bill invoices and payments.
  • Assisted with collecting return premiums that were outstanding.
  • Researched over 200 outstanding payable items monthly, and assisted with correcting the errors.
  • Managed the incoming and outstanding claims to be reimbursed to Clements Worldwide.
  • Processed over 10,000 disbursements, and payments monthly to our carriers and vendors.
  • Managed Petty Cash.
04/2007 to 04/2012 Accounting Assistant Hcr Manorcare Inc. | Decatur, ,
  • Compiled checks, processed credit cards transactions, disbursements and entered the payments into the appropriate accounts.
  • Routed and purged documents into electronic imaged for filed.
  • Imaged over 50,000 outstanding documents monthly electronically.
  • Processed over 11,000 credit card transactions monthly.
  • Assisted with month end closing due to short staff.
04/2002 to 04/2007 Administrative Services Coordinator Clements International | City, ,
  • Distributed and processed incoming and outgoing mail faxes, and internet inquires.
  • Assisted with mass mailings projects and maintained inventory of the supply room.
  • Routed and purged documents into electronic imaged for filing.
  • Processed credit cards payments/refunds, and assisted in obtaining the client's consumer reports to verify the driver's license and claim history.
  • Trained over 20 staff members
  • Responsible of sending over 5,000 advertisements to prospects and clients per a year
  • Became point of contact to verify driver's license and claim history
  • For more than 1 year, managed the administrative department at Clements Worldwide, as well as overseer and train one employee who had autism.
  • Backup receptionist
  • Assistance to a Domestic Account Executive - by obtaining personal information from consumer reports to preparing quotes, and processed endorsements, cancellations, and update the history of the client's profiles with recent claim information.
Expected in May 2014 to to Associate of Arts | General Studies Prince Georges County Community College, Largo, MD GPA:

Relevant Courses: Legal Office Administration, Legal Research, Criminal Law, Medical and Legal Terminology, Civil Procedure, Family Law, Accounting and Business Management

Expected in 2011 to to | Prince Georges County Community College, Largo, MD GPA:
Expected in 2014 to to | AA Coleman & Robinson National Trained Center, LLC , , GPA:
Accounting, Administrative, Adobe, Working with Autism, Balance sheets, Bank reconciliations, Budget, Business Management, Faxes, Electronic filing, General ledger accounts, Insurance, Inventory, Law, Legal, Legal Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Windows, Month End Closing, Office Administration, Shipping /Receiving, Receptionist, Sage

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Resume Overview

School Attended

  • Prince Georges County Community College
  • Prince Georges County Community College
  • AA Coleman & Robinson National Trained Center, LLC

Job Titles Held:

  • Commercial Line Processor/ Client Representative
  • Junior Accountant
  • Accounting Assistant
  • Administrative Services Coordinator


  • Associate of Arts

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