Lilianne Padron

• Maintained accurate records of client accounts and policy information.
• Negotiated terms and conditions of policies with customers.
• Developed recommendations for policy terms and conditions based on evaluation results.
• Maintained detailed records of underwriting decisions and processes.
• Identified opportunities to improve underwriting processes or procedures.
• Collaborated with other departments within the organization to ensure efficient processing of customer applications.
• Entered and maintained risk information in various information systems.
• Reviewed company records to determine amount of insurance on single risk or group of closely related risks

• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Coordinated preparation of external audit materials and external financial reporting.
• Received underwriting approvals after accurately completing applications for insurance coverage.
• Operated in fast-paced and driven sales environment.
• Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
• Wrote insurance policies, following underwriting and business rules.

• Streamlined communication efforts by measuring client satisfaction metrics.
• Identified potential customers and evaluated market potential.
• Input customer order details into system, accepted payments and updated accounts.
• Expanded new business and developed effective sales and marketing campaigns.
• Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
• Generated 100% client retention rating by negotiating product pricing, insurance rates and delivery and payment terms to beat competition.

• Oversaw invoicing and billing functions, achieving consistent and accurate payments.
• Calendar Management for C Level Executives, Managing Director and Regional Leaders.
• Delivered exceptional customer service through direct communication with clients and team members in several departments.
• Executed on-time, under-budget projects by solving complex issues for senior leadership.
• Oversaw filing systems.
• Exceeded specific team goals by partnering with staff to share and implement best practices.
• Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
• Built and collaborated with high-performance accounting team to meet all yearly requirements.
• Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
• Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
• Reviewed requests for service to resolve IT difficulties, documenting and fielding tickets to improve problem resolution.
• Oversaw equipment and system operations, surveying for potential security vulnerabilities and upgrade needs.
• Performed walk-throughs for new hires to aid in technological onboarding processes.
• Maintained accurate inventory of owned and new equipment to support availability of replacement parts when needed.