Jade Alexander

• Developed and updated spreadsheets and data entries per year
• Send out emails regarding system reports sent to clients
• Complete work given in daily folders
• Keep staff updated with any problems with grants , polices , or reports

• Trained to execute data entries, single/multiple renewals, cancellations, consents of surety, change riders, new bonds , billing with Epic (a system designed to process billing for insurance policies )

● Execute all assigned bonds throughout the day, all submissions stop at 4pm Est.

● Meeting the deadline for multiple renewal projects ( renew policies ranging from 1-91)

● Send emails to Clients and insurance companies

● Report all work in RMS ( keeps track of emails and any other Misc. communications with (clients , client managers, and insurance companies )

● Communicate with NAC's ( for billing)

● Ensuring I meet all standards of producer (protocols) including quality scores and bph (bonds per hour)

● Meeting standards for WTW Surety Nexxus policies

● Received Notary Certification ( notarize insurance bonds)

• Answer phone calls, make appointments, check messages and emails, clean office, organize client files
• Enhanced office efficiency by streamlining filing systems and organizing documents.
• Managed executive calendars, scheduling appointments and meetings to optimize time management.
• Opened and properly distributed incoming mail to promote quicker response to client inquiries.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Answered multi-line phone system and enthusiastically greeted callers.

• Update leasing files, organize leasing protocols, make copies for file tabs, inform leasing manager about missing info
• Cleaned up files regularly by removing outdated information for archival or disposal.
• Operated office equipment to scan and copy documents.
• Archived and disposed of documents according to established policies.
• Compiled, sorted and filed high volume of documents.
• Created and printed labels for well-organized filing.
• Sorted and classified documents into appropriate filing systems for increased traceability.

• Answered phone promptly and directed incoming calls to correct offices.
• Kept reception area clean and neat to give visitors positive first impression.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
• Maintained visitor log for entering and leaving facility for security purposes.

• Update fiscal year, complete monthly checklist, help finance team with extra tasks
• Monitored status of accounts receivable and payable to facilitate prompt processing.
• Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.

• Perform security duties, answer phones, file data, use CCTV cameras, mail out seals for trailers
• Monitored and screened visitors to verify accessibility to inter-office personnel.
• Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
• Sorted, received, and distributed mail correspondence between departments and personnel.
• Operated multi-line telephone system to answer and direct high volume of calls.
• Helped maintain office security by monitoring visitor access and issuing badges as needed.
• Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
• Assisted in the onboarding of new employees by preparing orientation materials and providing guidance on company policies.
• Collaborated with management to improve internal processes and procedures for better workflow optimization.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Monitored CCTV cameras and alarm systems for security breaches.
• Examined doors, windows and gates to verify security.
• Communicated with security team and building supervisors using two-way radios, mobile phones and other technological devices.
• Patrolled internal building spaces and facility grounds to identify and deter threats to assets.
• Maintained a safe environment for staff and visitors through proactive surveillance and communication.

• Completed full building and grounds patrols to spot and investigate concerns.
• Conducted detailed incident reports after each shift, contributing valuable insights for management review and analysis.

• Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
• Secured premises and personnel by patrolling property and monitoring surveillance equipment.
• Responded to emergencies promptly, ensuring the safety of all individuals on site.
• Operated handheld metal detector and other surveillance devices to screen individuals entering facility.
• Improved response time to incidents by maintaining clear communication channels with team members.
• Remained calm, assertive, and mindful to think critically and problem solve during stressful situations.
• Maintained a safe environment for staff and visitors through proactive surveillance and communication.