Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Skilled at process improvements, customer and client interface and developing relationships throughout an organization.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Assistant Account Manager/Account Manager for Commercial Insurance
Acrisure
04.2023 - Current
Provide administrative support to Clients, Account Managers and Producers
Current Property and Casualty Insurance License – Stat of Utah Insurance Department
Experience working within the Applied EPIC Agency Management System
Check policy documents for accuracy
Deliver policy documents to clients
Submit endorsement requests to Insurance Carriers
Prepare and issues Certificate of Insurance
Prepare and issues Evidence of Insurance
Managing Inbox for Certificate & Evidence requests
Pull Motor Vehicle Record
Highly Detail Oriented
Excellent time management skills
Maintain confidentiality of personal information
Works well within a team environment
Marketing additional insured products to clients
Works with Carrier Underwriters.
Contingent Worker - Assistant Account Manager
InfiniTeam Insurance(Acrisure)
09.2021 - 04.2023
Provide administrative support to Clients, Account Managers and Producers
Experience working within the Applied EPIC Agency Management System
Check policy documents for accuracy
Deliver policy documents to clients
Submit endorsement requests to Insurance Carriers
Deliver completed endorsements to clients
Prepare and issues Certificate of Insurance
Prepare and issues Evidence of Insurance
Managing Inbox for Certificate & Evidence requests
Pull Motor Vehicle Record
Highly Detail Oriented
Excellent time management skills
Maintain confidentiality of personal information.
Attendance Office Secretary
Jordan School District
07.2017 - 07.2022
Provide assistant to students, parents, and teachers in the attendance office at Herriman High School
Handle the check in and check out of students by parents in person and over the phone
Take phone calls from parents to excused absences and answer any questions they may have regarding their student's attendance
Work with teachers and administrators to correct and update attendance issues
Daily logging of substitute attendance rolls
Daily logging of student activity releases and elevator passes
Work with students to identify attendance records and issues
Daily filing of notes and other documents in student files
Assist students in the nurses room of the school
Works under high pressure situations and maintains student confidentiality
Works with High School Administrators
Registers New Student Enrollments
Annual training on how to properly administer life saving medicines (EpiPen & glucagon).
Escrow Assistant
First American Title
11.2012 - 07.2017
Provide administrative assistance to the Escrow Officers to ensure all necessary information and documentation is obtained from all parties involved in a real estate transaction
Commissioned Notary Public legally authorized by the state of Utah to administer oaths, take acknowledgments & certify documents
Extremely organized with high attention to detail and excellent customer & client communication skills
Entrusted & authorized to disburse funds relative to high dollar real estate transactions
Demonstrated ability to function at high levels of accuracy and proficiency
Excellent time management skills / proven ability in meeting critical deadlines
A+ communication and customer service skills
Maintain confidentiality of personal non-public financial & other information
Proficient in Microsoft Office Suite programs
Strong problem solving skills
Account reconciliation.
Receptionist
First American Title
08.2012 - 11.2012
Professionally receive and welcome clients and guests directing them accordingly
Manage intra-office multi line phone system
Frequent email & phone correspondence with clients
Greet and welcome clients to closing rooms
Calculate escrow & insurance premium fees
Ship and receive FedEx packages
On call escrow assistant.
LegalShield – Independent Associate
Self Employed
10.2009 - 08.2012
Manage administrative and marketing functions for LegalShield Director of Group Benefits
Create & manage internet marketing campaigns
Develop of market leadership strategy
Reconcile quarterly tax & business expenditures.
Customer Service Support
Global Response Technologies
10.2006 - 01.2008
Served as client liaison to ensure completion of website design and development
Manage website design/development projects to completion
Collaborate interdepartmentally to achieve product quality and client satisfaction
Assist clients with online marketing strategy.
Business Analyst
American Express
07.2005 - 10.2006
Work directly with various levels of executive management to perform unique jobs functions as assigned
Manage departmental business continuation plan
Sarbanes Oxley testing coordinator - ensuring state and federal compliance
Internal and external audit liaison (including preparation & documentation of audit procedures).
Accounting Clerk
American Express
07.2000 - 07.2005
Travelers Cheque image capture, account reconciliation and documentation of discrepancies
Image capture document preparation of Travelers Cheques
Account Reconciliation and documentation maintaining compliance with US banking regulation CC.
Education
Certificate of Completion, CETG 0568: Introduction to Quickbooks Online -
Salt Lake Community College
High School Diploma -
Hunter High School
01.2000
Skills
Attention to Detail
High Level of Accuracy
Problem Solving
Effective Communicator
Works Well Within a Team Environment
Organization Skills
Driving Results
Certification
Property and Casualty Producers License - Issued Dec 2023 State of Utah Insurance Department