Summary
Overview
Work History
Education
Skills
Timeline
Receptionist

Jessica Sullivan

Utica,NY

Summary

Dedicated member of the Employee Engagement team with a passion for fostering a positive work environment and enhancing employee satisfaction. Experienced in developing and implementing strategies to boost employee morale and productivity. Committed to cultivating strong relationships with colleagues and stakeholders to achieve organizational goals.

Employee of the month 2022

Overview

5
5
years of professional experience

Work History

Underwriting Technician Support

Utica National Insurance Group
10.2021 - Current
  • Prepared commercial policies including CPP, BOP, Auto, Liability, and Umbrella.
  • Create TAS
  • Performed import tasks for risk meters and financials, as well as experience mods.
  • Review loss controls
  • Prep E&O new business and renewals
  • E&O Streamlines
  • Review endorsements
  • Maintain strong collaboration with team, management, agents, and underwriters.

Customer Service Representative

Utica National Insurance Group
03.2020 - 10.2021
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Representative, Client Onboarding/Transitions/Conversions/KYC

BNY Mellon
12.2013 - 12.2019
  • Maintain the master customer database for the organization by drawing relevant data from all areas of the organization
  • Monitor 130+ automated feeds of customer information that draw from all areas of the organization and encompass more than 3.8 million customer records.
  • Examine and research exceptions that may not be immediately discernible, i.e., marriages/divorces/name changes, business changes such as divestitures, spin-offs, subsidiaries, etc.
  • Ensure exceptional data quality.
  • Reconcile feeds with regulatory requirements and internal policies and procedures regarding privacy, identity theft, confidentiality, record retention and data security
  • Monitor ACH limits. Maintain proactive and productive relationships with the customer-facing units to ensure an effective and efficient resolution to exceptions.

Senior Account Administrator

USD/FX Charging Department
05.2011 - 11.2013
  • Investigated inquiries and provided responses by telex, cable, letter or phone to inquiries in accordance with Division policies and procedures and standards.
  • Provided account analysis and inquiry prevention input in order to prevent inquiries prepared compensation control reports to Compensation Specialist for further processing.
  • Provide backup for the Checker/Verifier, Logger/Reviewer, and compensation specialist.

Europe Senior Payment Processor
08.2006 - 04.2011
  • Processed payments in a timely and accurate manner in accordance with all Division and Bank wide policies and procedures.
  • Ensured all manual instructions are complete, properly tested and are for U.S. dollars.
  • Processed electronic payments in S.W.I.F.T., ISO, Micro/CASH- Register, Cash Register and Deposit Formats.
  • Ensure priority items are completed by appropriate deadlines.

Education

Medical Terminology

John Paolo Extreme Beauty School
06.2014

Skills

  • Technical underwriting
  • Data interpretation
  • Reliable
  • Policy administration
  • Accountable
  • Fast learner

Timeline

Underwriting Technician Support

Utica National Insurance Group
10.2021 - Current

Customer Service Representative

Utica National Insurance Group
03.2020 - 10.2021

Representative, Client Onboarding/Transitions/Conversions/KYC

BNY Mellon
12.2013 - 12.2019

Senior Account Administrator

USD/FX Charging Department
05.2011 - 11.2013

Europe Senior Payment Processor
08.2006 - 04.2011

Medical Terminology

John Paolo Extreme Beauty School
Jessica Sullivan