Proficient in Sagitta, Epic and AMS 360 management systems
Manage over 500 Design Firms
Work with top rated carriers including Lloyd's of London, Aspen Specialty Insurance Company, Great American Insurance Co., Everest, Hanover, Hartford, Liberty Mutual, AIG, Chubb, Travelers and more
Specialize in P&C insurance: Professional Liability, Management Liability, Cyber Liability, Business Owners' Package and Workers' Compensation.
Client Service Manager II - Financial Institutions
Arthur J. Gallagher & Co.
08.2009 - 05.2021
Proficient in Epic, Sagitta and AMS 360 management systems
Responsible for over 1000 renewal policies annually
Guide client through renewal/new business process from application and proposal to policy issuance
Prepare and issue Acord certificates for property manager/landlord requests on property locations
Specialize in P&C insurance: Fidelity Bonds, Professional Liability, Mortgagee's E&O, D&O/EPL, Cyber Liability, Business Owners' Package and Workers' Compensation.
Loan Processor
HomeFront Financial, Inc.
01.2005 - 07.2009
Prepare loan files and submit to banks/lenders for loan approval
Research application credit status and current financial position
Prepare and maintain all paperwork for existing and new loans, including loan disclosures.
Education
Associate Of Business Administration - General - No Degree