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.
Skills
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
Experience
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
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.
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.
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 - , GPA:
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