Deborah Adams

• Reviewed and processed insurance applications for accuracy and compliance with company standards, contributing to efficient policy issuance.
• Processed insurance applications for commercial coverage, ensuring adherence to regulatory standards.
• Coordinated with underwriters to expedite policy approvals and renewals.
• Serviced various insurance agencies clients across the US.

Assisted clients in understanding policy options and coverage details.

• Assisted clients with inquiries regarding policy details and coverage options.
• Maintained accurate records of client interactions and policy changes.
• Maintained organized records of client interactions and policy documents.

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• Managed client accounts to ensure comprehensive coverage and risk mitigation.
• Developed insurance proposals tailored to client needs and industry standards.
• Reviewed policy documents for accuracy and compliance with regulations.
• Managed a book of business of 2Million
• Coordinated with underwriters to secure optimal policy terms for clients.
• Provided ongoing support and advice to clients regarding their insurance needs.
• Conducted regular policy reviews to identify coverage gaps or adjustments needed.
• Maintained accurate records of client interactions and policy changes in the system.
• Upheld compliance standards for insurance sales.
• Recommended additional products to clients

• Led commercial lines team in policy development and client relationship management.
• Analyzed insurance market trends to enhance product offerings and competitive positioning.
• Developed training programs for staff on underwriting guidelines and compliance standards.

• Prepared financial reports for church leadership and board meetings.
• Coordinated budgeting activities and assisted with financial planning.
• Oversaw accounts payable and receivable functions for church operations.
• Managed church financial records and ensured accuracy of data entry.
• Processed donations and maintained accurate tracking of contributions.
• Prepared monthly journal entries and reconciled general ledger accounts.
• Collaborated with ministry teams to align financial resources with initiatives.
• Provided training to staff on financial systems and procedures used in operations.