Alicia Helman
Ranburne,AL
Summary
Top-notch Underwriting Associate with solid experience in Management Liability. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Underwriting Associate - Management Liability
Zurich Insurance
01.2022 - Current
- Review, evaluate, and summarize risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination
- Assist underwriters with policy rating, subjective pricing, policy construction, coverages & exclusions, mandatory forms, etc. to accurately quote and issue policies
- Underwrite and process smaller risk renewals within prescribed limits of authority.
Revenue Consultant
Greenway Health
04.2019 - 01.2022
- Manage Revenue Cycle Operations teams comprised of +25 employees for multiple specialties
- Design, implement, and manage standard operating procedures for professional billing systems, workflows, and best practices
- Closely monitor key performance indicators, develop and deploy improvement strategies, and present results to stakeholders.
Tax Analyst
H&R Block
12.2017 - 04.2021
- Prepare and audit tax returns, conduct extensive financial research, and apply full knowledge of current-year tax laws
- Interview clients to determine tax situation, status, and deductions
- Maintain over 13 CE hours annually, as required by the IRS
Education
Bachelor of Science - Psychology
Georgia State University
Atlanta, GASkills
- Policy Quoting and Pricing
- Strong Analytical and Marketing Skills
- Data Extraction and Interpretation
- Financial Literacy
- Workflow Management
- Relationship Development
- Ethics and Compliance
- Team-focused and Results-Driven
- Detailed Documentation
- Creative Problem Resolution
- Exceptional Communication and Leadership Skills
- Working Independently
Accomplishments
- Raised associate productivity by 22% via creating effective workflows now used cross-departmentally
- Recognized for account turnaround at two locations shortly after assignment, decreasing days in AR, and increasing clean claim ratios
Certification
I give back to my community by employing my love for horses to mentor local youth in developing quality horsemanship skills as an outlet for emotional wellness.
Timeline
Underwriting Associate - Management Liability
Zurich Insurance
01.2022 - Current
Revenue Consultant
Greenway Health
04.2019 - 01.2022
Tax Analyst
H&R Block
12.2017 - 04.2021
Bachelor of Science - Psychology
Georgia State University