Kelly Spicer

Work History

Amtrust Financial Services, Inc.

11.2019 - Current

Property, General Liability, Workers' Compensation and Fleet Safety for commercial insurance policies
Phone and live virtual video walk-through of facilities to identify potential safety exposures
(C.O.P.E.) construction, occupancy, protection and exposure compliance review
NFPA and fire safety compliance review
Commercial cooking hood & duct and (AES) automatic extinguishing system compliance review
Roof, HVAC, Electric panel and Plumbing life expectancy compliance review
Conduct incident investigations to identify root causes and recommend corrective actions, preventing recurrence
Discuss prior claim data to identify trends and areas needing improvement to reduce future losses
Provide training and educational resources for policyholders promoting a culture of safety awareness
Document survey observations for the Underwriting team
Review compliance submitted for recommendations based on survey findings
Manage policy notes with updated compliance needs or completion
Assist underwriters, agents and policyholders in achieving regulatory compliance through guidance on applicable standards and best practices.
OSHA 10 certified, Sept 2024

Amtrust Financial Services, Inc.

04.2017 - 11.2019

Teamwork handling 8 outlook mailboxes to correspond with policyholders, underwriters, vendors and field personnel
Ensured accuracy of reports by meticulously reviewing documentation submitted by field representatives before submission to QC for final review
Prioritized high-risk accounts based on detailed assessments of potential exposures and losses.
Balance invoices and payout to vendors weekly

FlexPath Capital, Inc.

11.2014 - 09.2016

Loan processing department in a startup non-prime auto lending company
Worked directly with Dealership Management and Dealer Relation Managers
Reviewed all retail installment contracts for accuracy
Verified income, driver's license, insurance policy and physical addresses for residence and employer
Worked directly with DRMs and Underwriters to ensure all required stipulations were met

Bank of America

06.2013 - 07.2014

Company Overview: Assignment at Bank of America through Randstad Staffing
Assemble and index documents that have been faxed into the FileNET imaging system
Monitor and review appraisals, title and flood reports
Follow up on missing or late vendor items
Review approved applications for documentation requirements
Prepare various closing documents
Monitor closed loan pipeline to ensure timely funding
Assignment at Bank of America through Randstad Staffing