Grace DelGiudice
Acworth,GA
Summary
Dynamic and accomplished Surety Account Manager at Oakbridge Insurance Agency, showcasing expertise in client account management and surety bond proficiency. Proven track record in building strong relationships and streamlining data processes to improve client engagement and achieve a significant increase in new business opportunities. Excels in multitasking and maintaining meticulous attention to detail across diverse roles. Proficient in Agency Management Systems and Microsoft 365 applications.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Surety Account Manager
Oakbridge Insurance Agency
11.2024 - Current
- Manages diverse portfolio containing small and large commercial accounts with precision and care
- Provides technical expertise to producers to assist in identifying and capturing new business opportunities
- Acts as primary contact with various surety companies and maintains proactive communication with underwriters
- Builds and maintains relationships with clients by answering general surety questions and service needs and working with support to ensure they are met
- Independently selects appropriate surety to submit new and renewal business based on client eligibility
- Secures underwriter approvals and executes various contract and commercial bonds in compliance with department guidelines regarding authorizations and required deadlines
- Processes renewal and cancellation requests using agency workflow procedures
- Addresses policy change requests by processing endorsements
- Maintains and updates client financial data and detailed bond files through Applied Epic and Microsoft Office 365 applications
- Invoices new and renewal premiums and sends reminders to clients to ensure timely payment
Surety Bond Assistant
Oakbridge Insurance Agency
07.2023 - 11.2024
- Provides daily account support services for assigned surety bond clients and supports new business endeavors
- Reviews contracts and bond forms and extracts relevant information
- Assists in gathering all pertinent underwriting information needed to fulfill bond requests
- Prepares bid and final bonds
- Reports issued bonds and bid tabulations to surety companies and performs data entry for internal bond reporting
- Assists in invoicing premiums and resolving accounting issues
- Remains current on industry trends and information
- Assists the Surety Account Manager with various projects as needed
Front Desk Administrative Assistant
London Bay Homes at Mediterra
06.2021 - 06.2023
- Opens and closes sales center according to company protocol
- Provides administrative support to the sales team to ensure efficient operation of the office
- Acts as the first point of contact for internal and external clients and visitors
- Screens and directs telephone calls using a multi-line phone system
- Monitors incoming leads and generates weekly and monthly traffic reports for C-level executives
- Organizes and maintains electronic and physical files and databases in a confidential manner
- Ensures all client information in CRM (HubSpot) is up-to-date and accurate
- Handles incoming and outgoing mail and shipments
- Schedules and confirms appointments and maintains multiple sales associate calendars
- Writes and issues email correspondence to new or existing clients and other departments
- Ensures that the office is stocked with materials needed for daily operations and follows established protocols to maintain an organized and clean office environment
- Provides support activities to other departments as needed
Front Desk Receptionist
NB Fitness Club
09.2019 - 01.2021
- Greets and welcomes guests and maintains a record of all members or visitors entering the gym
- Answers general questions about gym membership and programs
- Processes membership applications and fees and issues memberships
- Updates and maintains member records in a confidential manner
- Collects payments from members or visitors for services or supplements
- Answers incoming phone calls and forwards to management when appropriate using a multi-line phone system
- Ensures gym areas and equipment are clean and presentable
- Drafts and issues correspondence to existing or prospective members
- Handles incoming and outgoing mail and distributes as directed
- Makes announcements over the public address system about events taking place or new gym policies
- Executes other related duties as assigned
FOH Shift Lead
Flour Bakery & Cafe
03.2018 - 11.2019
Front Counter Team Member
Tatte Bakery & Cafe
08.2016 - 03.2018
Culinary & Hospitality Apprentice
Hyatt Regency Atlanta Perimeter
06.2015 - 05.2016
Education
Bachelor of Arts - Psychology
Southern New Hampshire University
Online09.2025
Certificate - Culinary Arts & Hospitality
Kennesaw State University
Kennesaw, GA05-2015
High School Diploma -
River Ridge High School
Woodstock, GA05-2014
Skills
- Client Account Management
- Surety Bond Expertise
- Data-Driven Decision Making
- Strong Verbal and Written Skills
- Microsoft 365 Proficiency
- Accurate Data Entry
- Meticulous Attention to Detail
- Independent Task Coordination
- Applied Epic Software Expertise
- Proficient in Google Suite
- Efficient Data Entry (60 WPM)
- Relationship Building
- Cross-Functional Teamwork
- Goal Oriented
- Apple iWork Proficiency
- CRM Software Proficiency
Certification
Georgia Property and Casualty License March 2024
Timeline
Surety Account Manager
Oakbridge Insurance Agency
11.2024 - Current
Surety Bond Assistant
Oakbridge Insurance Agency
07.2023 - 11.2024
Front Desk Administrative Assistant
London Bay Homes at Mediterra
06.2021 - 06.2023
Front Desk Receptionist
NB Fitness Club
09.2019 - 01.2021
FOH Shift Lead
Flour Bakery & Cafe
03.2018 - 11.2019
Front Counter Team Member
Tatte Bakery & Cafe
08.2016 - 03.2018
Culinary & Hospitality Apprentice
Hyatt Regency Atlanta Perimeter
06.2015 - 05.2016
Bachelor of Arts - Psychology
Southern New Hampshire University
Certificate - Culinary Arts & Hospitality
Kennesaw State University
High School Diploma -
River Ridge High School
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