Instrumental in establishing a new Verification Department responsible for issuing all certificates of insurance for small commercial accounts in a busy call-center environment. Developed and implemented all training in the following areas: Customer Service, Certificate Issues and Prevention of Errors and Omissions.
Ensured all compliance standards are met.
Hired, trained, supervised and coached seven individuals.
Saved company in investigating ISO Auto ID Card implementation.
Suggested D Base communication used company wide.
Prior to being Team Captain, was Technical Associate responsible for invoicing, requesting endorsements, policy reviews, proposal preparation and issuing certificates of insurance for large commercial clients and contractors.
Began employment as the Word Processing Supervisor of seven individuals. Researched and saved both main office and enterprise thousands of dollars in process implementation. Resulted in a company award and nominal recognition.

Serviced accounts in Risk Management Underwriting Department. Ensured compliance standards are met for forms, filings, bureaus, and ratings. Utilized forms library reference for ISO, NCCI, State bureaus and in-house application.
Issued policies for all lines of property and casualty on large commercial accounts.
Prepared workers’ compensation filings, auto identification cards, posting notices and signed forms.
Communicated closely with agents, insureds, company branches and rating bureaus regarding the processing of endorsements, policies and filings.
Issued all coding forms for casualty lines of coverage.
Prepared manual and experience rating of premiums.

Serviced large commercial construction accounts in Construction Department.
Marketed and bound project-specific coverages, such as railroad protective liability, builder’s risk and owners and contractor’s protective liability coverages.
Audited policies for accuracy and compliance standards.
Added necessary endorsements and checked for accuracy and industry standards.
Issued service requests as necessary in fast-paced environment.
Administered other duties as assigned by Account Manager.

Serviced middle market and large commercial accounts for two Producers Agency environment.
Produced marketing submissions and proposals.
Organized new and renewal quotes.
Audited policies for compliance and accuracy.
Checked policies and endorsements with industry compliance standards.
Reported claims.

Supervised, reviewed, and trained three support staff personal in Binding Authority Department. Main Customer Service contact person in office. Oversaw compliance, licensing and agency contracts in Binding Authority Department.
Recommended Hurricane Katrina hotline at offset of disaster. Lloyd’s first U.S. disaster hotline implemented.
First initial claim contact person in Hurricane Katrina hotline. Coordinated and reported to both NY and Main Office in England.
Analyzed, recommend, and identified deficiencies in company policies and procedures.
Assessed and prioritized backlog processing items.
Produced marketing materials and handouts.
Educated agencies and brokers regarding company services, policies and procedures.
Evaluated workflow procedures for enhancement of turnaround times.
Strengthened team building to improve company reputation and customer service philosophy.

Supervised, reviewed and trained the Northeast region’s Underwriting Assistant support staff of four individuals. Region included: CT, DC, DE, MD, ME, MA, NC, NH, NJ, NY, RI, VT, and VA. Accounts specific to truck and car dealerships.
Ensured compliance standards are met for all region forms, filings, audits, bureaus, and ratings. Communicated with Government Affairs Department and notified region of all pertinent changes.
Utilized forms library reference for ISO, NCCI, State bureaus and in-house application.
File state specific WC policies electronically for designated PEEP program.
Manual audits for MA, NY and NJ auto dealers. Responsible for changing, prioritizing, and coordination of all region workflow for 98 accounts.
Key contact person for region’s service inquiries.
Oversaw monthly coding and keying of premium. Conducted NY DMV reporting weekly.
Ordered underwriting state ID cards for entire Underwriting Department.
Tracked billing for region and Underwriting Department.
Utilized customer service skills in fast-paced environment servicing accounts daily.
Performed tasks necessary to meet region deadlines.