Haley Bartlett

Dec 2022 - July 2026 - Policy Typist - Team Lead

• Reviewed policy typist documents before being sent out for accuracy and thoroughness.
• Emailing notes on information from weekly team meetings to the team about any updates on guidelines, state specific changes and answers to the questions that were asked.
• Collaborating with underwriters when endorsements were needed.
• Being available when policy typist have questions or need help reaching out to an agent.
• Helped with tying policies when necessary to keep policies being sent out within out 30 day guidelines.

Oct 2021 - Dec 2022 - Policy Typist

• As the first policy typist in the department, I created our training manuals and updated the manuals when changes arose.
• Typed and formatted policies for assigned agents with accuracy in a timely manner.
• Trained one on one with all new employees for 3 weeks and maintained relationships for continuous help after they were released.
• Communicating with agents about policies as well as asking questions regarding discrepancies that were seen.