Candace Schindler
Summary
Qualified insurance professional with solid background in analysis and problem-solving. Proven track record of identifying inefficiencies and implementing solutions that improve operational performance. Demonstrated ability to leverage data analytics and strong communication skills to drive strategic initiatives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr. Commercial Property & Casualty Inspection Analyst
Reliable Reports
Lewisville, TX
06.2021 - Current
- Received approximately 50 photos and notes of residential dwellings and commercial property from field inspectors daily
- Reviewed documentation to determine if all fields are filled out and labeled correctly
- Completed final review of photos to verify construction materials of structure are correct
- Made sure no hazard omissions were overlooked, and if so, submitted photos/notes back to the field inspectors in order to complete review
- All final reviews sent to carrier underwriters and included recommendations
- Reliable Reports is a Property and Casualty insurance inspection and reporting company
Associate Account Manager
RHSB Insurance
Fort Worth, TX
06.2020 - 06.2021
- Provide excellent customer service guaranteeing timely and effective processing for all accounts
- Issue certificates of insurance and auto id cards within a few hours and no later than 24 hours
- Create, submit, review and process a wide range of endorsements
- Process cancellations and notify the insured
- Add/ delete vehicles and drivers
- Check policies for accuracy
- Participate in any special projects that the account managers assign
- Process audits and cancellations
- Call carriers with accounting disputes
- Update applications in Nexsure when changes occur
- Organize and manage all account managers inboxes
- Manage daily correspondence with underwriters, carriers and insured
- Process all incoming and outgoing mail and checks
- Order loss runs from carriers
- Market new and existing accounts in order to get the best rate
- Gather all necessary information for renewals
- Create proposals
- Ensure that all applications have been filled out correctly
- Advise the insured of any policy changes due to recent modifications of terms from the carrier
- Check all quotes by carriers for mistakes and revise any errors with underwriters
- Forge and maintain harmonious partnerships with underwriters and clients
- Managed client open items
- First point of contact in client interaction
- RHSB is an independent insurance broker providing Commercial/Personal Insurance, Employee Benefits and Claims/Loss Control
- Analyzed client needs and provided tailored insurance solutions.
- Collaborated with underwriters to assess risk and pricing strategies for clients.
- Resolved complex client issues by working closely with various departments within the company, fostering cross-functional collaboration.
- Create Acord applications, including Supplementals
Contract Remote Administrative Assistant
GCS Backflow
Houston, TX
08.2019 - 05.2020
- Managed approximately 50 incoming emails in a timely manner
- Answered upwards of 70 calls and redirected them to the appropriate party
- Scheduled appointments
- Made sure paperwork is filled out accurately and thoroughly
- Updated all calendars to reflect any changes in scheduling or for upcoming meetings
- Corrected billing issues
- Mailed out customer correspondence, including invoices and appointment reminders
- GCS Backflow focuses on the certification of backflow prevention devices for property managers, property owners, builders, plumbers, landscapers, and business owners
Quality Assurance Specialist
Box Insurance Agency
Grapevine, TX
01.2018 - 05.2019
- Verified correct endorsements were submitted and checked for proper language
- Reviewed 40-50 sub-contractor certificates daily for compliance
- Communicated missing and incorrect information via non-compliance letters to customers and account managers
- Logged and updated information on all approved endorsements
- Created proposals and client presentations using various mediums including Word, Excel, PowerPoint, Adobe, and the agency management system (Applied Systems/ TAM)
- Managed open requests to ensure proposals and presentations were delivered on time and met the standards necessary to meet existing and potential clients expectations
- Verified quotes to ensure they met the requirements for coverage and worked directly with underwriters to correct any deficiencies
- Created premium comparison pages based off of endorsements and invoice activity allowing clients to see why premiums increased or decreased
- Setup payment terms, offering several options following carrier guidelines
- Provided quality assurance and risk management by checking new and renewal polices for errors and omissions
- Logged and updated new or changed account assignments, effective dates of coverage, QA and policy checking completions
- Processed endorsements and issued certificates of insurance
- Independent middle market insurance brokerage specializing in commercial insurance, financial advisory, surety bonds, personal home and auto
Education
BA - Political Science
University of North Texas
Skills
- Microsoft office
- Analytical thinking
- MS Excel
- Time management
- Applied Epic/ TAM
- Nexsure
- SalesForce
- Customer Service
- Client driven solutions
- Data analysis
- Project management
- Data research and validation
- Risk analysis
- Report preparation
- Regulatory compliance
- Audit support
Certification
Texas Property & Casualty - General Lines License, 3043142
Timeline
Sr. Commercial Property & Casualty Inspection Analyst
Reliable Reports
06.2021 - Current
Associate Account Manager
RHSB Insurance
06.2020 - 06.2021
Contract Remote Administrative Assistant
GCS Backflow
08.2019 - 05.2020
Quality Assurance Specialist
Box Insurance Agency
01.2018 - 05.2019
BA - Political Science
University of North Texas