Dynamic professional with extensive experience in commercial insurance and real estate transactions. Expertise in contract negotiation and data analysis enhances client relations and retention. Proven ability to deliver personalized service and maintain high-quality standards.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Commercial Insurance Agent
TRUIST (Formerly BB&T)
Warminster, Pennsylvania
09.2019 - 09.2022
Developed tailored insurance policies to align with client needs and preferences.
Collaborated with underwriters to negotiate favorable coverage terms for clients.
Analyzed claims data to assess potential liability exposures for businesses.
Processed policy renewals, cancellations, and endorsements to enhance client satisfaction and retention.
Maintained accurate client records in management system, ensuring compliance and facilitating seamless service.
Resolved billing discrepancies between customers and insurers, improving trust and clarity in client relations.
Monitored insurance coverages to adapt to evolving client needs.
Performed quality control checks on documents before submission for approval.
Director of Acquisitions
Liberty Bell Investments, LLC
Philadelphia, Pennsylvania
01.2017 - 03.2019
Negotiated contracts between buyers and sellers in residential real estate.
Conducted due diligence investigations to ensure regulatory compliance.
Ensured accuracy and compliance of deeds, mortgages, leases, and judgments through thorough reviews.
Tracked and coordinated real estate closing processes to ensure timely completion.
Supported preparation of representation contracts, purchase agreements, closing statements, leases, and deeds to facilitate transactions.
Researched local zoning regulations and legal requirements for real estate transactions.
Processed payments for real estate taxes, insurance premiums, and recording fees.
Maintained organized files for property listings and transactions.
Administrative Assistant
Trinity Health - Mid Atlantic
Langhorne, Pennsylvania
09.2011 - 01.2018
Managed patient scheduling and appointment confirmations, improving healthcare facility efficiency.
Processed insurance claims and verified patient coverage to enhance billing accuracy.
Maintained medical records and ensured compliance with privacy regulations.
Coordinated office supplies management and monitored inventory levels to ensure operational continuity.
Assisted in preparation of patient charts, gathering necessary documents for appointments.
Collaborated with healthcare professionals to enhance patient workflow and service delivery.
Documented and responded to incoming correspondence, addressing inquiries promptly.
Performed data entry tasks, including transcribing dictation into electronic health records.