
Timeline
About me
Account Manager, at IAT Insurance Group
Education

Jennie edmundson school of nursing
1982 - 1985Registered nursing diploma registered nursing/registered nurse
Saint albert high school
1978 - 1982Diploma science
Experience

Rite-style optical
Jan 1988 - Jan 1996Date entry operatorProcessed prescription orders for contact lenses and glasses. Direct-billed physicians for supplies. Maintained contact lens inventory.

American agrisurance
Jan 1996 - Aug 2002Crop insurance specialistProcessed various paperwork for insurance agents. Answered procedural questions. Researched problems and resolved FCIC errors. Developed new procedures for existing programs. Trained and supervised new specialists. Participated in bi-annual agent training.

Iat insurance group
Sept 2004 - nowProvide overall day-to-day customer service and support by preparing Management Liability quote submissions for the underwriter. Prepare Unity quote by adding relevant information pertaining to requested coverages. Assist the underwriter in declining submissions not in the company's appetite. Process binders, policies and endorsements to send out to the agents. Pull Loss Runs for the underwriter and per agent request. Participate in following up on required documents necessary to correctly issue new business and renewal policies. Show less Processes policy products and supporting documents (new business, renewals, amendments, cancellations, exceptions, auto ID cards, etc). Performs technical and administrative support in accordance with standard procedures. Maintains records, prepares reports, verifies information and resolves common problems. 1. Performs quality checks on documents for visual appearance as well as accuracy.2. Utilizes the Point Systems to ensure proper information before entry of data in to system.3. Maintains and updates policy file database as necessary.4. Corresponds with customers on delinquent policies not in system, missing endorsements or documents and poor quality documents.5. Researches database for clearing of new business, and renewals.6. Reviews new business and renewals to determine company, state, and regulatory accuracy and communicates any discrepancies and recommendations to the customer and/or Underwriting. 7. Enters all new business and renewals into system per guidelines and requirements. 8. Reviews and checks all forms of endorsements into system for issuance and rating accuracy, and communicates any discrepancies and recommendations to the customer and/or Underwriting. 9. Enters all forms of endorsements into system based on guidelines and requirements.Works on diversified assignments that are moderately difficult, requiring judgment in analysis of facts surrounding individual transactions/problems and in determination of actions to be taken within the limits of standard or accepted practice.Provide training of new Processor. Assist and answer questions from other Processors.Research workflow enhancements. Knowledge of Underwriting support processes and procedures, basic mathematics and problem-solving techniques. Strong keyboarding skills. Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings. Show less
Account Manager
Oct 2022 - nowSenior Policy Support Specialist
Jan 2022 - Oct 2022Senior Processor
Sept 2004 - Jan 2022
Licenses & Certifications

Adult first aid/cpr/aed
Languages
- baBasic french
Recommendations

Anurag goel
Senior Analyst Digital Transformation | Data Visualisation | Reporting | Power Bi | MS ExcelGurugram, Haryana, India
Jun sung park
Principal Project Manager at SAP KoreaCorée du Sud
Valentino dacosta
E-commerce Supervisor at The Sultan CenterKuwait
Danny fields, rcc™
Team Lead, Internal Sales & Service at Nationwide FinancialColumbus, Ohio, United States
Robin k sebastian
Senior Manager at Hindustan Aeronautics LimitedBengaluru, Karnataka, Indien
Bhuvan poojar
Master of Construction Management | Aspiring Construction Professional | Interested in Project Manag...Adelaide, South Australia, Australia
Rubén ferrero pérez
CEO & Fundador en Meraki ObrasA Coruña, Galicia, Spain
Addison cursey, mba
Chief Marketing Officer at the Winter Park Chamber of CommerceWinter Park, Florida, United States
Jimena leon
Talent Rewards Partner Associate en Samsung | Décimo superior Ingeniería IndustrialSantiago de Surco, Peru
Tatipally prashanth
Software Engineer | @ ADP | B Tech-2023 (CSE)Hyderabad, Telangana, India
...