Bridget Scott

Provide support to multiple underwriting teams and the claims department. Duties consist of policy updates, support underwriters with policy knowledge, and provide claims department with needed policy documents.

Support the numerous agency teams with policy documents and updates.

• Examine documents to determine degree of risk from such factors as applicant financial standing and value and condition of property.
• Process and record new insurance policies and claims.
• Correspond with insured or agent to obtain information or inform them account status or changes.
• Organize and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
• Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
• Notify insurance agent and accounting department of policy cancellation.
• Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
• Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
• Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
• Compose business correspondence for supervisors, managers and professionals.

• Plan the contents of publications according to the publication's style, editorial policy, and publishing requirements.
• Allocate print space for story text, photos, and illustrations according to space parameters and copy significance, using knowledge of layout principles.
• Oversee publication production, including artwork, layout, computer typesetting, and printing, ensuring adherence to deadlines and budget requirements.
• Develop and maintain the company's corporate image and identity, which includes the use of logos and signage.
• Mark up, paste, and assemble final layouts to prepare layouts for printer.
• Prepare notes and instructions for workers who assemble and prepare final layouts for printing.
• Maintain archive of images, photos, or previous work products.
• Prepare illustrations or rough sketches of material, discussing them with clients or supervisors and making necessary changes.
• Organize and plan for special events. Agency events, retirements, State Farm sponsored volunteer work, etc.

• Bundle, label, and route sorted mail to designated areas depending on destinations and according to established procedures and deadlines.
• Affix postage to packages or letters by hand, or stamp materials, using postage meters.
• Fold letters or circulars and insert them in envelopes.
• Enter, store, and retrieve information on computer-aided equipment.
• Enter, position, and alter text size, using computers, to make up and arrange pages so that printed materials can be produced.
• Maintain, adjust, and clean equipment, and perform minor repairs.
• Inspect developed film for specified results and quality, using magnifying glasses and scopes; forward acceptable negatives or positives to other workers or to customers.
• Operate office machines such as high speed business photocopiers, reader/scanners, addressing machines, stencil-cutting machines, microfilm reader/printers, folding and inserting, bursting, and binder machines.
• Sort, assemble, and proof completed work.
• Monitor machine operation, and make adjustments as necessary to ensure proper operation.
• Load machines with materials such as blank paper or film.
• Maintain stock of supplies, and requisition any needed items.
• Clean machines, perform minor repairs, and report major repair needs.
• Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
• Complete records of production, including work volumes and outputs, materials used, and any backlogs.

• Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
• Receive, record, and bank cash, checks, and vouchers.
• Code documents according to company procedures.
• Prepare and process payroll information.

• Maintain and update filing, inventory, mailing, and database systems, either manually or electronically.
• Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
• Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.