Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amy Wieland

Shelbyville ,MI

Summary

Dedicated professional with a robust background in underwriting support and document management. Known for effective compliance monitoring and loss control evaluation, with a focus on optimizing workflows. Detail-oriented expertise in broker onboarding, policy administration, and compliance monitoring. Proven ability to manage operational workflows, ensuring timely policy issuance and claims review.

Overview

18
18
years of professional experience

Work History

Technical Assistant

Balance Partners, LLC
Huntington, New York
07.2023 - Current
  • Support underwriting for fast-growing, diversified specialty commercial underwriting platform and MGA in Huntington, NY
  • Facilitated the binding and issuance of complex commercial policies
  • Review of new claims, and submitted to appropriate third-party administrators
  • Work with team to evaluate loss control recommendation responses to determine compliance
  • Streamlined the broker onboarding process, ensuring in observance with regulatory and business requirements

Senior Administrator

Hastings Mutual Insurance
Hastings, Michigan
12.2012 - 07.2023
  • Managed submission workflows and agent relationships, enhancing service delivery for a regional carrier
  • Developed and maintained comprehensive departmental reports to support strategic oversight and decision-making
  • Provided administrative support, enhancing customer service and sales team efficiency through organized data management
  • Built relationships with agents through regular communication in requesting required documentation for policy renewals, providing loss run reports upon request

Administrative Assistant

Engineered Protection Systems Inc.
Kalamazoo, Michigan
06.2008 - 12.2012
  • Provided front desk reception support through switchboard operation, directing calls, resolving customer concerns, and processing account payments
  • Supported sales team by collecting and accurately entering new account details into proprietary database, ensuring completion for security alarm installations
  • Maintained organized customer file systems for sales and installation records

Education

Associates In General Insurance (AINS) - Insurance

The Institutes
Malvern, PA
08-2017

Network Administration Certification -

Alpena Community College
Alpena, MI
06-2005

Microsoft Excel Certification - Office

Alpena Community College
Alpena, MI
06-2005

Skills

  • Policy documentation review and compliance
  • Broker onboarding
  • Client relationship management
  • Loss control evaluation
  • Claims review and submission
  • Time management
  • Competent in IMS, OnBase, Policy Center and Salesforce as well as the Microsoft Office Suite

Timeline

Technical Assistant

Balance Partners, LLC
07.2023 - Current

Senior Administrator

Hastings Mutual Insurance
12.2012 - 07.2023

Administrative Assistant

Engineered Protection Systems Inc.
06.2008 - 12.2012

Associates In General Insurance (AINS) - Insurance

The Institutes

Network Administration Certification -

Alpena Community College

Microsoft Excel Certification - Office

Alpena Community College
Amy Wieland