Crystal M. Morris
Trenton,OH
Summary
Recognized for a responsible, punctual, and productive work style and thriving in independent work settings. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking a proactive approach to identifying and addressing issues, with a focus on optimizing processes and supporting team objectives.
Overview
10
10
years of professional experience
Work History
Excess & Surplus Underwriting Assistant
The Cincinnati Insurance Companies
11.2021 - 11.2022
- Entered technical data into the company policy administration system
- Assisted underwriters with information and workflow that includes providing email and telephone backup support
- Managed a diverse caseload of applications, efficiently organizing workload to meet tight deadlines without sacrificing quality or accuracy.
- Ordered multiple underwriting reports.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Processed endorsements, new business, audits, inspections, cancellations, and renewals.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
Independent Care Provider
State of Ohio
10.2018 - 10.2021
- Provided safe mobility support to help patients move around personal and public spaces
- Assisted clients with daily living needs, including bathing and personal grooming, to maintain self-esteem and general wellness
- Transported patient daily via wheelchair to and from rehabilitation and daily activities
- Offered social support by transporting individuals to events and activities, in addition to medical appointments and shopping trips
- Recorded status and duties completed in logbooks for management
- Billed Medicare and Medicaid for services rendered
- Monitored clients' overall health and well-being and noted any significant changes.
Home Health Aide
THS Home care
03.2018 - 10.2018
- Coordinated daily medicine schedules and administration to help clients address symptoms and enhance their quality of life
- Completed entries in logbooks, journals and care plans to document accurately report patient progress
- Developed rapport to create a safe and trusting environment for care
- Assisted patients with dressing, grooming, and feeding needs, helping to overcome and adapt to mobility restrictions
- Monitored progress and documented any patient health status changes, keeping the healthcare team updated
- Maintained records of patient care, condition, progress, or problems to report and discussed observations with supervisor or case manager
- Assisted disabled clients in any way necessary to facilitate independence and well-being
- Traveled to clients' homes to provide healthcare services and promote continuity of care
- Administered prescribed medications under the direction of the physician.
Supervisor/Administrative Assistant/Office Manager
Medicount Management, Inc
08.2015 - 08.2017
- Assigned ICD and CPT codes to patient ambulance bills
- Worked directly with the President and upper management to schedule meetings and work on special projects
- Supervised teams and fulfilled record requests from attorneys
- Customer service liaison between the company and outside vendors
- Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors
- Coached new employees on administrative procedures, company policies, and performance standards
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Processed payments and applied to customer balances.
- Maintained strict compliance with all federal, state, and company regulations during each step of the collections process.
- Collaborated with various departments to ensure accurate billing information and resolve any discrepancies promptly.
- Monitored outstanding balances, following up on overdue payments to minimize loss or delay in revenue collection.
Administrative Assistant – Commercial Lines
The Cincinnati Insurance Companies
09.2013 - 08.2015
- Prepared files for the underwriter on policies being renewed
- Assisted several underwriters with a various range of tasks
- Verified client information by analyzing existing evidence on file
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
- Delivered exceptional level of service to each customer by listening to concerns and answering questions
- Developed and maintained courteous and effective working relationships
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Mortgage Loan Closer
Union Savings Bank
07.2012 - 08.2013
- Prepared closing packages, ensuring compliance with agency and investor guidelines, as well as current federal and state regulations
- Coordinated the preparation of closing packages and settlement statements for any loan brokered to another lender
- Communicated closely with inter-company staff members to promote quick and effective loan workflow
- Worked with underwriters to fix application problems and resolve issues
- Compiled database of loan applicants' credit histories, corporate financial statements, and other financial information
- Reviewed and edited loan agreements to promote efficiency and accuracy
- Assisted senior-level credit officers with complex loan applications.
Education
Associate Degree in Nursing - Nursing
Galen College of Nursing
Cincinnati, OHAssociate degree - Emergency Medical Technology
University of Cincinnati Blue Ash College
Cincinnati, OHAssociate degree - Business Administration
Miami University
Hamilton, OHSkills
- Program Files Maintenance
- Time Management
- Organizational Skills
- Advanced MS Office Suite Knowledge
- Policy Management
- Attention to Detail
- Multitasking Abilities
- Excellent Communication
- Support Services
- Remote Work
References
- Shannon Clemons, The Cincinnati Insurance Companies, (513) 290-2981
- Jenny Butler, The Cincinnati Insurance Companies, (513) 907-2741
- Christina Williams, The Cincinnati Insurance Companies, (513) 382-6780
Timeline
Excess & Surplus Underwriting Assistant
The Cincinnati Insurance Companies
11.2021 - 11.2022
Independent Care Provider
State of Ohio
10.2018 - 10.2021
Home Health Aide
THS Home care
03.2018 - 10.2018
Supervisor/Administrative Assistant/Office Manager
Medicount Management, Inc
08.2015 - 08.2017
Administrative Assistant – Commercial Lines
The Cincinnati Insurance Companies
09.2013 - 08.2015
Mortgage Loan Closer
Union Savings Bank
07.2012 - 08.2013
Associate Degree in Nursing - Nursing
Galen College of Nursing
Associate degree - Emergency Medical Technology
University of Cincinnati Blue Ash College
Associate degree - Business Administration
Miami University
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