Ana Antunovic
Brentwood,TN
Summary
Dedicated, adaptable, and experienced professional with a proactive attitude, and the ability to learn quickly. Demonstrates a strong work ethic, effective communication and a commitment to maintaining high standards of accuracy and integrity. Eager to contribute to a dynamic team, and support organizational goals.
Overview
9
9
years of professional experience
Work History
Policy and Systems Specialist
SVMIC
Brentwood, TN
10.2022 - Current
- Effectively, respectfully, and regularly communicate and collaborate with co-workers and management.
- Take initiative in asking questions and contributing ideas to management when noticing opportunities to help improve, uniformize, and update processes and guidelines, and readily share with my team.
- Prioritize tasks and projects to adhere to timelines.
- Reconcile monthly credit reports.
- Assess and accurately process policy change requests, such as cancellations, coverage limits, additions, or removals of coverages, etc., using coverage, policy, and system knowledge, discernment, and following processing and underwriting guidelines.
- Log, review and issue extender and doctor applications.
- Read through and analyze vast amounts of information and communication between policyholders, service specialists, underwriters, and management when processing tasks to ensure that the request received is completed in its entirety, and with nothing overlooked.
- Clearly document files, and maintain the integrity and consistency of all data.
- Review work the next day for accuracy and either mail or give the policy documents to its designated person, ensuring that it is properly organized, stamped and any respective paperwork is included, such as COIs, letterheads, manual invoices or endorsements.
- Constantly stay up to date with changing rules, regulations, and processes, and aid the lead processor in updating our processing notes spreadsheet and training guides accordingly.
- Calculate tail premiums, pro-rated premiums, MVP allocations and refund credits and process cash disbursements via check requests or account adjustment forms as needed.
Personal Lines Account Manager & Processor
SouthPoint Risk Insurance
Nashville, USA
11.2018 - 10.2022
- Independently managed a book of business of over 450 customers.
- Communicated with, and maintained relationships with, customers, underwriters, and producers.
- Reviewed policies, processed endorsements, and counseled policyholders and prospects on coverages, limits, and regulations, ensuring that coverage met the individual needs of each client and according to our company standards.
- Shopped new business and renewal accounts with over 15 carriers using PL Rater (a comparative rating tool) using accurate information obtained from the client and diligent online research and provided quotes to clients in an easily understandable manner for various lines of coverage, such as home, auto, boat, and life insurance.
- Interpreted individual carriers' underwriting documents, policy language and followed their guidelines.
- Multi-tasked, prioritized, and managed time effectively in a fast-paced environment with a constant eagerness to grow and learn.
- Responded to customers’ needs, requests, or concerns with exceptional customer service and professionalism and returned emails and calls in a timely manner.
- Diligently maintained all records, file documents, and detailed notes in ImageRight.
- Processed premium payments, established payment methods, issued receipts, and answered billing inquiries with utmost confidentiality.
Assistant Bookkeeper & Project Coordinator
Crown Industries
Brentwood, USA
08.2016 - 11.2018
- Communicate daily with vendor representatives regarding payment statuses, sort all mail and invoices and hand off to the owner for review and approval, remit payments to all vendors and contractors in a timely manner and organize and file all documents
- Assist the bookkeeper in reconciling several bank accounts
- Enter all expenses and credits for each construction project and create budgets in excel to present to investors and communicate with investors to request funding
- Obtain new construction building permits from Codes, monitor the status of each permit, call Codes inspectors and NES as needed to schedule inspections and resolve issues and communicate with owner on failed inspections and any setbacks
- Order appliances and fixtures as needed and dumpsters for building sites & visit sites as needed to check on status of projects for owner
Education
Bachelor of Arts - German Language
Middle Tennessee State University
Nashville, TN05.2015
Skills
- Record Maintenance
- Payment Processing
- AMS Management System
- ImageRight Management System
- Microsoft Word
- Microsoft Excel
- Risk Evaluation
- Readily recall information
- Attention to detail
- Multi-tasking
- Excellent Communication
- Analytical Skills
- Critical Thinking
- Fast Learner
- Team Player
Languages
Croatian
Professional
German
Limited
Spanish
Elementary
Timeline
Policy and Systems Specialist
SVMIC
10.2022 - Current
Personal Lines Account Manager & Processor
SouthPoint Risk Insurance
11.2018 - 10.2022
Assistant Bookkeeper & Project Coordinator
Crown Industries
08.2016 - 11.2018
Bachelor of Arts - German Language
Middle Tennessee State University
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