Dynamic Surety Account Representative with a proven track record at Alliant Insurance Services Inc. Skilled in Excel and relationship management, I excel at delivering timely bond services and enhancing client satisfaction. My proactive approach has consistently driven business growth while ensuring seamless account support and effective communication with clients and underwriters.
Overview
23
23
years of professional experience
Work History
Surety Account Representative
Alliant Insurance Services Inc.
Uniondale, New York
08.2018 - Current
Provide customer service to both producer and service team.
Manage and service client accounts related to Surety bonds. Handle monthly renewals
Ensure timely delivery of bonds and related documents to client.
Build and maintain client relationship. Ensure growth of business.
Provide daily account support to clients
Prepare and execute a variety of surety bonds, invoicing all transactions and payment follow-up.
Submit new submissions to underwriters for aprpoval.
Field service Coordinator/Administrative assistant
Highstreet IT Solutions, LLC
Islandia, USA
10.2018 - 01.2018
Company Overview: Formerly Computer Network Solutions, Inc.
Managed and assigned field technicians to service calls
Handled heavy call volume from clients and field technicians
Generated and tracked daily service tickets
Scheduled and assigned projects based on skill set needed
Prepared all daily service invoices as needed
Generated monthly invoices for customers
Setup Part orders for service tickets
Tracked and confirmed part arrival for technicians
Worked closely with the accounting department reviewing service expenses
Approved and processed service O/T for payroll
Generated and distributed weekly on-call schedules and reports for engineers
Maintained calendar, daily coverage and vacation schedules
Maintained the maintenance agreements, including billing, scheduling and database information
Processed and reviewed all call tickets sent in by service technicians
Handled all customer calls/complaints for service-related issues
Maintained dispatch board with current and accurate daily updates from technicians
Formerly Computer Network Solutions, Inc.
Receptionist/ Administrative Assistant
Highstreet IT Solutions, LLC
Islandia, USA
10.2005 - 06.2006
Company Overview: Formerly Computer Network Solutions, Inc.
Greeted all visitors and potential customers
Handled heavy call volume
Sorted and distributed company mail
Prepared checks for daily deposit
Maintained and ordered office supplies
Assisted accounting department with monthly invoicing process
Formerly Computer Network Solutions, Inc.
Receptionist/Administrative Assistant
Babylon Chiropractic Office
Babylon, USA
01.2004 - 06.2005
Handled heavy call volume
Greeted and assisted patients as needed
Scheduled appointments and referrals
Verified and updated patient information and insurance coverage
Prepared insurance paperwork with medical codes
Legal Secretary
Silversmith & Veraja, LLP
New York, USA
03.2002 - 08.2003
Assisted Managing Partner with Subpoenas, Warrants, Petitions, Rent Demands, Summons and Complaints
Prepared all correspondence, memos and legal documents
Handled heavy call volume
Scheduled appointments and maintained calendar
Education
High School Diploma -
Domincan Commercial High School
Queens, NY
06-1993
Skills
Word
Navision
Excel
Epic
Tinubu
References
Available on request.
Timeline
Field service Coordinator/Administrative assistant