Amanda Aykan

Experience

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  The Workers' Compensation Rating & Inspection Bureau

  Jun 2007 - Jan 2008

  Customer Service Associate

  Directed all incoming calls to the appropriate department through the main switchboard, Administered daily workers' compensation applications to the underwriters for processing, Maintained an Excel list of all incoming workers' compensation applications, Assisted customers with information regarding the premium adjustment program, Processed premium adjustment program applications, Entered forms of non-compliance into Spectrum Database, Educated customers on how to obtain forms and applications online. Show less

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  WORKERS COMPENSATION RATING & INSPECTION BUREAU OF MASSACHUSETTS

  Jan 2008 - Jun 2012

  Office Support/Legal Assistant

  Performed secretarial tasks for three Vice Presidents and their corresponding departments, Assisted the President by filling in for the Executive Assistant when needed, Conducted legal research on a daily basis for the Vice President, General Counsel, Recorded and reported daily attendance for two departments, Assumed the position as “Keeper of the Records” when needed, Performed OAR Application signature Audits on a monthly basis.

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  Trutina Financial, LLC

  Aug 2012 - Apr 2021

  Account Manager

  Trutina means “balance” in Latin and that ideal guides how my colleagues and I approach our clients, responsibilities and our lives. I’m proud to be part of a team that balances an understanding of market conditions and historical trends with a deeper understanding of our clients as individuals. We invest in our clients before we invest for them. And that commitment extends to our community as well. Wealth Management Services:Top Level Advice – working with industry recognized, proven specialistsTeam Investing – delivering the benefit of multiple perspectivesIndependent Firm – so no obligation to sell a particular productBenefit Services:Retirement Plans – 401(k)’s, 403(b)’s, SIMPLE’s, SEP’s and moreHealthcare Strategies – gain understanding, reduce cost, preserve capitalVoluntary Insurance – to aid employee recruiting and retention Show less

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  Benefects, Acrisure Agency

  Apr 2021 - Aug 2021

  Account Manager

  Benefects, (formerly Trutina Financial Health Benefits) was founded in 2005 to provide high-quality service to the Greater Seattle community. After 16 years of serving the Greater Seattle market independently, Benefects joined Acrisure April 1, 2021. Together, Benefects and Acrisure strive to strengthen the breadth and depth of resources delivered to clients. Across Acrisure’s network, entrepreneur-led insurance agencies maintain local autonomy while having access to best-in-class resources from Acrisure’s expansive network of agencies. As an Acrisure Agency Partner, we are part of the industry’s fastest-growing insurance broker, delivering high quality insurance and risk management services and solutions through Acrisure’s global network of Agency Partners.Services:• Healthcare Strategies – gain understanding, reduce costs, & preserve capital• Voluntary Insurance – to aid employee recruiting and retention• Alternative Healthcare Financing Strategies – save on healthcare premiums • Digital Benefits Administration Platform and Services Show less

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  Trutina Financial, LLC

  Aug 2021 - Mar 2022

  Administrative Assistant
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  Gallagher

  Mar 2022 - Feb 2023

  Client Manager
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  Gallagher

  Apr 2024 - now

  Client Manager