Motivated professional seeking a position in an organization to leverage diverse skillset and maximize potential. Known for exceptional customer service, effective communication, and building strong relationships with colleagues and clients. Proficient in advanced computer skills and thrives in a collaborative team environment. Committed to continuous learning and adaptable to new challenges.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Policy Production Associate
Old Republic Risk Management
06.2022 - 09.2024
Obtain, analyze and evaluate underwriting information contained in insured's specifications and fifty-state selection/rejection manual to determine coverages desired
Identify any discrepancies
Issue policies and endorsements to insured's specifications within Company deadlines
Review and verify accurate forms selection and completion at a state level to ensure compliance with state statutes
Collect and validate information for completion of proof of insurance, financial responsibility, and motor carrier filings required by various state regulatory agencies to avoid suspension of plates, driver's license, and motor carrier privileges
Collaborate with clients, brokers, bureaus, and regulatory agencies to resolve non-compliance issues relative to Workers' Compensation
Monitor internal and external requests for information to ensure accurate and timely response in meeting bureau deadlines, filing deadlines, and Company production standards
Provide the Statistical department with tax location information for all lines of business within Company specific Sarbanes Oxley timelines
Calculate and process audit endorsements to meet Company service standards
Patient Service Representative
Goodwill Talent Bridge
03.2022 - 06.2022
Adjust claims for clients by correctly and timely while meeting quality standards.
Provide responsive and professional customer service via telephone and written correspondence.
Investigate claims for potential fraud, subrogation, coordination of benefits, and medical necessity
Research documents and information needed to process claims and provide resolutions.
Maintain good working relationship with internal and external customers to ensure optimal service level.
Applied administrative knowledge and courtesy to explain procedures and services to patients.
Increased overall practice revenue by diligently collecting copayments and outstanding balances at the time of service.
Office Manager
SERVPRO of Ozaukee County
12.2010 - 03.2022
Maintained and supervised office operations
Communicated with clients regarding general and emergency services
Answered multi-line phone and assisted clients with appointment setup or emergency services
Provided excellent customer service
Corresponded on multiple levels in call center with customers (text, email, phone)
Handled after hour emergency phone lines on weekends
Complete internal job file quality reviews
Met crucial deadlines
Performed detailed and accurate data entry
Maintained office efficiency by organizing operations and procedures
Processed billing, collections and orders on a daily basis
Maintained office supply inventory
Fulfilled clerical activities as such faxing, filing, data entry
Created invoices in QuickBooks
Created insurance estimates via Xactimate
Handled various tasks in accounts receivable and accounts payable
Scheduled services for production team
Processed credit and check payments via QuickBooks
Maintained security standards for handling sensitive documents and data
Education
BACHELOR OF SCIENCE - BUSINESS MANAGEMENT
Devry University
Milwaukee, WI
12.2025
Skills
Customer service
Microsoft Office Suites
Multitasking
Quality control
Bookkeeping
Microsoft Outlook
Accounting
Office Administration
Clerical Experience
Computer skills
Time management
Writing skills
Communication skills
Underwriting
Certification
IICRC Certification
Water Certification
Personal Information
Willing To Relocate: Anywhere
Authorized To Work: US for any employer
Timeline
Policy Production Associate
Old Republic Risk Management
06.2022 - 09.2024
Patient Service Representative
Goodwill Talent Bridge
03.2022 - 06.2022
Office Manager
SERVPRO of Ozaukee County
12.2010 - 03.2022
IICRC Certification
Water Certification
BACHELOR OF SCIENCE - BUSINESS MANAGEMENT
Devry University
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