Highly motivated in becoming part of a team where there is room for growth both professionally and personally.
Overview
11
11
years of professional experience
Work History
Sr. Bond Account Manager
K&S Insurance (Baldwin Risk Partners)
08.2021 - Current
Prepares all bonds, error free, as necessary and on forms as required in contract specs. Expected turn around time for bonds in most cases is same day, or in a timeframe discussed with producer.
Trains new employees on process and workflows.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Provides assistance to account managers
Carry out the necessary steps in order to issue bonds, including; checking for errors, recording requests, submission to sureties attaining the producer's signature, and sending information to my clients.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Responsible for account accuracy in billing and invoicing.
Responsible for collecting and storing all account information for new and existing clients to maintain an excellent the client surety relationship.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Created workflows for EPIC
Streamlined internal processes for better efficiency in account management tasks.
Works efficiently in ERLON
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Experienced in AMS
Experienced in Surety 2000
Performs renewals and placement of miscellaneous bonds 60-90 days prior to renewal.
Responsible for issuing continuation certificates and or new bonds to comply with changing state laws where appropriate.
Maintains an excellent relationship between surety and agency.
Facilitate underwriting processes and communication between surety and client.
Registered Dental Assistant, Chairside
Thomas Anderson DDS
05.2019 - Current
Performed general chair-side duties to assist with various procedures, including general, endo and oral surgery.
Educated patients by giving oral hygiene, plaque control and postoperative instructions.
Explained treatment procedures and instructed patients on home care guidelines.
Completed tooth impressions to support creation of accurate dental work to correct problems such as missing teeth.
Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges and other dental prosthetics.
Staged tray for procedures by arranging dental instruments and equipment.
Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information and maintaining records.
Prepared and arranged instruments, medications and required materials, including cement, composites and impression materials.
Documented patients' dental health information, medical history and vital signs.
Educated patients on dental hygiene, pre-surgical instructions and post-surgical care.
Dental Assistant
Prairie Place Family Dental
01.2015 - 08.2018
Versed in four-handed chair side dentistry, routine restorations and intra- oral techniques.
Dental materials knowledge Sterilization techniques familiarity Syringes and anesthetics knowledge Model trimming competency, Politely answered phones and scheduled or confirmed office appointments and surgeries.
Set up examination room and dental trays in preparation for examinations and procedures.
Successfully assisted the dentist by performing four-handed dentistry and other chair-side duties.
Correctly mixed compounds for cleaning or filling teeth.
Completed patient paperwork and scanned into Dentrix system.
Alerted other staff when patients arrived and prepared records for dentist review.
Accurately recorded treatment information in patient records.
Assisted dentist in management of medical or dental emergencies when necessary.
Educated patients about proper oral hygiene and plaque control procedures.
Worked closely with patients before, during and after dental procedures.
Competently prepared dental materials including cements, amalgams and composites.
Diligently cleaned instruments and work areas in accordance with sterilization and disinfectant protocol.
Maintained proper universal precautions and infection control procedures at all times.
Felt and visually examined gums to detect any sores or signs of disease.
Took impressions for retainers and appliances.
Displayed expert use of Dentrix computer scheduling program to manage patient appointments.
Accurately use Dexis to perform full mouth x-rays, and intraoral x-rays.
Knowledgeable with Icat system to take panoramic x-rays and 3-D cone beam scans.
Accurately fabricate temporary crowns/bridges.
Store Manager/Loan Officer
Cottonwood Financial
05.2014 - 03.2015
Recommended loan approvals and denials based on customer loan application reviews.
Originated, reviewed, processed, closed and administered customer loan proposals.
Submitted loan applications to the underwriter for verification and recommendations.
Reviewed and edited loan agreements to ensure accuracy.
Properly followed money handling and safe regulations.
Managed schedules of other employees.
Managed daily store reports.
Hygiene Coordinator/ Hygiene Assistant
Shorewood Family Dental Care
10.2013 - 06.2014
Instructed patients on dental hygiene practices such as proper tooth-brushing and flossing techniques.
Politely answered phones and scheduled or confirmed office appointments and surgeries.
Set up examination room and dental trays in preparation for examinations and procedures.
Alerted other staff when patients arrived and prepared records for dentist review.
Diligently cleaned instruments and work areas in accordance with sterilization and disinfectant protocol.