HERMAIN SALEEM
Porter
Summary
Dedicated insurance and financial services professional with over 5 years of experience in commercial insurance servicing, customer support, and credit union operations. Proven ability to manage complex account servicing requirements, resolve client inquiries, process updates, and ensure seamless coordination with all teams. Proficient in Applied Epic, MS Office, Zoho Invoicing, and PandaDoc, with a strong foundation in accounting as an ACCA finalist. Known for excellent communication, attention to detail, and delivering efficient, client-focused service.
Overview
8
8
years of professional experience
Work History
Senior Associate
Edge Staffing Solutions
Lakewood
06.2024 - Current
- Insurance Client: Fidella Insurance Agency/World Insurance
- Assist with all servicing and pre/post -binding needs for commercial insurance policies.
- Handle client inquiries regarding policy coverages, premiums, and general insurance requirements.
- Create certificates of insurance and correspond with lenders on compliance and policy questions.
- Process endorsements, cancellations, reinstatements, audits, claims, and Broker of Record (BOR) requests.
- Conduct rough policy reviews to ensure accuracy and verify that all required additional insureds are included.
- Order loss runs, request renewal updates from insureds, and prepare loss summaries.
- Prepare invoices and assist with documentation for renewals and new business.
- Software used: Applied Epic, Microsoft Office, Zoho Invoicing, PandaDoc.
Payment Services Senior Specialist
Randolph Brooks Federal Credit Union
01.2020 - 01.2023
- Receive and process real time solutions to internal employee and member inquiries or transactions; including requests via phone and electronic communication methods.
- Assist internal employees and credit union members with payments, credit cards, wires, government deposits, ACHs and checks over phone, chat and emails.
- Complete reports and correct erroneous transactions.
- Simultaneously navigate multiple web-based programs and software to monitor alerts and account adjustments.
- Apply critical thinking to identify, research, and correct account discrepancies and errors.
- Access multiple reporting tools to complete, review, and update account records; ensuring and maintaining data integrity.
- Display ownership, accountability, and analytical real time decision making that directly impacts member interactions and accounts.
- Contribute innovative ideas and process improvements on how to adhere to and exceed department goals.
Contractor Records Specialist
KForce Staffing Agency
01.2018 - 01.2020
- Updating member accounts for land & vehicle titles received from different departments.
- Preparing a daily report for paid-off credit union loans as well as releasing and mailing titles to members and third parties via TMS and DNA software.
- Handling inter-departmental communication related to vehicle titles and release of liens.
Education
ACCA - Finalist
UK
12.2025
Bachelor's Degree -
Applied Accounting
01.2017
Advanced Diploma -
Accounting & Business
Skills
- Strong organizational and time-management skills, with a proven ability to meet deadlines and handle competing priorities
- Proficient in MS Office and Applied Epic, quick to adapt to new technologies
- Excellent verbal and written communication, able to explain complex information clearly
- Skilled at building and maintaining effective working relationships
- Self-motivated and able to work independently with minimal supervision
- Collaborative team player contributing to group goals
- Detail-oriented with high accuracy in documentation and policy processing
- Able to manage multiple tasks in fast-paced, deadline-driven environments
- Experience in customer service, banking operations, and commercial insurance
References
Available upon request.
Timeline
Senior Associate
Edge Staffing Solutions
06.2024 - Current
Payment Services Senior Specialist
Randolph Brooks Federal Credit Union
01.2020 - 01.2023
Contractor Records Specialist
KForce Staffing Agency
01.2018 - 01.2020
ACCA - Finalist
UK
Bachelor's Degree -
Applied Accounting
Advanced Diploma -
Accounting & Business