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Energetic and enthusiastic insurance professional motivated to succeed in a fast-paced and deadline-driven professional environment. Comprehensive knowledge of property and casualty insurance with a current emphasis in commercial trucking insurance and willing to expand my knowledge and focus on crop insurance and claims.
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Assisted with writing and maintaining $2.9million dollar book of commercial trucking business across the United States.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Compiled coverage and rating information in an accessible format using Microsoft Excel, Microsoft Word, and Adobe PDF.
- Review upcoming renewal files, create loss run statements, and collect data for upcoming renewal quote.
- Pursued continuing education and training programs to continue professional development.
- Managed over 600 policy renewals each year.
- Maintain electronic files for each insured using Expert Insure Management system.
- Received calls and transferred to correct department using 4 lined voice over IP phone system.
- Managed all incoming and outgoing accounting paperwork, including invoices for collections and new finance agreement documents.
- Communicated with insureds ho were wanting to make changes to their policies,,such as driver and equipment additions and/or deletions.
- Processed weekly payroll for all employees and ordered office supplies as needed when requested. Also processed all mail and quick book entires.
- Completed hard copy filing as well as e-filing in insurance management system AMS Instar.
- Record daily insurance and patient payments, processed incoming and outgoing mail, and filed completed payment folders,
- Correct HCFA's (CMS1500) and rebill insurance companies concerning claims that were processed incorrectly due to billing errors. Print and Mail billing statements to patients and discuss any problems that arise after the patient has received their bill.
- Communicate information from our corporate office to our 6 treating clinics.
San Francisco State University - San Francisco, CA
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Job Titles Held:
- Renewal Underwriter
- Office & Accounting Manager
- Data Entry/Collection Specialist
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