Jacqueline Coen
Frederic,WI
Summary
Experienced with office manager, including managing daily operations and ensuring smooth workflows. Utilizes organizational and leadership skills to maintain efficiency and support team productivity. Knowledge of office software, scheduling.
Known for strong team collaboration and adaptability to changing needs. Proficient in managing office systems and facilitating communication.
Many years of experience in managing business office operations, including administrative tasks and team coordination.
Overview
29
29
years of professional experience
Work History
Underwriting Manager
River Valley Mutual Insurance Company
01.2024 - Current
- Underwriting manager
- Underwrite and approve/reject new applications
- Review all renewal review worksheets, replacement cost estimators, wood stove installation forms and photos
- Review and approve all endorsements requests
- Discuss underwriting questions and issues with agents
- Work with 100+ agents/agencies to ensure agent compliance with underwriting rules and guidelines
- Continue to operate Trade Lake Mutual Insurance Company while in transition to merging with River Valley Mutual Insurance Company. This includes all accounting operations.
- Continue to be an agent for Trade Lake Mutual Insurance Company as well as River Valley Mutual Insurance Company
- Accounting operations for in-house agency
Company Operations Manager
Trade Lake Mutual Insurance Company
12.1995 - 12.2023
- Responsible for the day-to day overall management of the company.
- Office manager and underwriting manager and all duties that are part of operating an insurance company
- Pay Accounts Payable/Accounts receivable
- Calculate and pay commissions to agents
- Pay and close claims
- Process end of month reporting
- Prepare for quarterly and annual audits
- Process Payroll
- Prepare forms and payments of payroll taxes
- Work with auditor on quarterly company audits
- Supervise office staff, including annual performance reviews and meeting with Personnel Committee to review staff performance and remuneration
- Implement changes as required by Office of Insurance Commissioner
- Implement changes as required by Office of Insurance Commissioners audit recommendations and industry standards and practices
- Underwrite and approve/reject new applications
- Review all renewals: worksheets, replacement cost estimators, forms and photos
- Work with all agents/agencies on a daily basis
- Daily deposits
- Customer service - walk-ins and/or phone calls
- Employee training
- Accomplished multiple tasks within established timeframes.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Coordinated office events and meetings
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Agent for in-house agency
- Accounting for in-house agency
Education
Administrative Studies - Business Administration And Management
Pine City Technical College
Pine City, MNSkills
- Underwriting guidelines
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Active listening
- Adaptability and flexibility
- Decision-making
- Policy renewal
- Task prioritization
- Self motivation
- Client relations
- Documentation
- Professionalism
- Agent support
- Time management abilities
- Adaptability
- Relationship management
- Application review
- Risk management
- Professional demeanor
- Problem-solving aptitude
- Legal compliance
- Quote preparation
- Claims management
- Regulatory compliance
- Loss prevention
- Quoting and pricing policies
- Policy adjustment
- Renewing policies
- Explain company policies
- Communication skills
- Manage risk
Timeline
Underwriting Manager
River Valley Mutual Insurance Company
01.2024 - Current
Company Operations Manager
Trade Lake Mutual Insurance Company
12.1995 - 12.2023
Administrative Studies - Business Administration And Management
Pine City Technical College
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