Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Highly organized and detail-oriented insurance professional with more than 24 years of expertise within Property & Casualty/Risk Pooling Administration. I supply forward-thinking, thorough administrative support, program management, service provider oversight, and coverage analysis in fast-paced environments. Having managed the day-to-day operations of multi-million dollar accounts, customer service, innovation, strong analytical, and conflict resolution skills have been the key elements to success.

  • Proficient in Microsoft Office Suite
  • Interpersonal skills/handle sensitive and confidential situations
  • Team player demonstrates poise, tact, and diplomacy
  • Strong verbal and written communication skills
  • Strategic Planning
  • Working collaboratively
  • Work in fast-paced environment while demonstrating ability to juggle multiple competing tasks and demands
  • Risk Pooling Administration
  • Regulatory Compliance
  • Strong work ethic
  • Typing skills 70+ w.p.m.
  • Property & Casualty Insurance Practice
Analyst II, 09/2018 - Current
Ascension Health Riverside, IL,
  • Analyst/Board Secretary for a Central Valley Joint Powers Authority
  • Facilitate monthly Board meetings via Webex and Zoom due to 2020/21 California State mandated stay-at-home orders for 30 - 80 members as a result of the Coronavirus (COVID-19) pandemic
  • Displays effective organizational and interpersonal skills needed to set priorities and manage time to maximize operations and customer interactions
  • Manages insurance programs and oversees property and auto physical damage claims administration
  • Negotiations various service contracts and terms
  • Works closely with Finance Department on payables
  • Prepares reports, proposals, meeting agendas and minutes
  • Schedules, coordinates, and attends client and service provider meetings
  • Maintains and oversees task list from client meetings
  • Maintains client websites
  • Read, analyze, and interpret general business correspondence, periodicals, professional journals, technical procedures, codes, and regulations
  • Broad, in-depth and up-to-date knowledge of self-insurance administration including governing documents, underwriting processes, regulatory requirements, and excess insurance and reinsurance placements
Workers' Compensation Insurance Assistant, 05/2017 - 09/2018
Truist Financial Corporation Savannah, GA,
  • Responsible for gathering and formatting client renewal information and exposure documents Prepare Acord applications Complete submission(s) in online rating system(s) for small businesses as needed Obtain new and renewal Workers' Compensation quotes Drives growth through aggressive pricing/margin to increase annual profitability per client Bind new and renewal policies Maintain client database within a paperless environment Process request for Workers' Compensation certificates Process initial audit documents and review final calculations to ensure accuracy Obtain loss runs Submit invoices to the Finance department for client billing Actively works with Payroll department to resolve Workers' Compensation classification code issues, as well as, resolve questions and concerns Follow up on renewal policy issuance Review and check policies for accuracy Process incoming mail which include policies, endorsements, cancelations, audit request, and other items related to the servicing of client accounts in a timely and accurate manner Consistently builds new relationships with markets to provide clients with the best renewal solution.
Insurance Specialist, 09/2007 - 05/2017
Vca Antech, Inc. Pasadena, TX,
  • Responsible for gathering and formatting client renewal information and exposure documents Prepare Acord applications Completes submission in online rating system(s) for small businesses as needed Records quotes, declinations, indications in agency management system and escalates concerns to direct manager or client team Drives profitable growth by insuring there are no yield inconsistencies with contracts between insurer and agency Follow up for renewal policy issuance Achieves operational excellence by completing first policy check and confirming policy language.
  • Creates policy transmittal letter to client Meet all quality and timeliness standards in the agency management system while properly documenting all activity Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, and other business contacts Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company Attend various learning opportunities and activities including workshops relevant to the industry.
  • Inspire leadership and learning through training colleagues on company systems at all levels Stays current, understands and complies with all company compliance, professional and transparency standards to continuously improve knowledge and performance.
Compliance/Billing Specialist, 05/2002 - 09/2007
Marsh Risk & Insurance Services City, STATE,
  • Review/executive preventive controls to ensure invoices are processed in accordance with signed client compensation terms; adjust previous bills and unallocated cash based on new or more accurate data Generate/review Early Warning E&O Reports, research as necessary and update internal billing system Organize quarterly training sessions, as well as, train new/seasoned individuals on billing/certificate of insurance process, procedures, and programs Ensure commission compliance adheres to the Client Service Agreement (CSA) and Authorization to Bind (ATB) terms signed by the client Review Market Alert reports and advise client executive/account teams of changes in insurer with a financial strength rating below Marsh's minimum financial guidelines.
  • Track and ensure notification is provided to clients Process Certificate's of Insurance/Auto ID Cards Maintain internal binder control for upcoming client renewals to avoid gap in insurance coverage Generate/review/research invoicing & collection reports.
  • Follow-up with account teams and finance department to clean up aged invoices.
Customer Service Representative, 10/1996 - 05/2002
Marsh Risk & Insurance Services City, STATE,
  • Prepare underwriting specifications Set up placement files Process renewal applications/follow up for missing information Assist in producing client proposals, analysis and presentations Develop account income forecasts, monitor budgetary functions and billing activities Manage billing and receivable activity on assigned accounts Interact regularly with clients and underwriters Review policies and initiate draft recommendation for coverage changes Request changes to policies from underwriters Provide assistance with coverage questions and program adjustments; solve problems regarding client account issues Process and manage certificate's of insurance/auto id cards for assigned accounts.
Education and Training
Associate of Applied Science: Secretarial Science, Expected in 01/1993
Heald Business College - ,
Broker Insurance License: , Expected in 08/2020
Property & Casualty - ,

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School Attended

  • Heald Business College
  • Property & Casualty

Job Titles Held:

  • Analyst II
  • Workers' Compensation Insurance Assistant
  • Insurance Specialist
  • Compliance/Billing Specialist
  • Customer Service Representative


  • Associate of Applied Science
  • Broker Insurance License

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