Lindsay Orgeman
Jacksonville
Summary
Results-driven insurance and real estate professional with comprehensive experience in wholesale insurance operations, including processing binders, quotes, marketing submissions, and client servicing. Proven ability to manage high-volume accounts and coordinate complex workflows efficiently in a remote work environment. Additionally experienced as a licensed Florida real estate agent and closing coordinator in the title industry, demonstrating strong organizational skills and attention to detail throughout real estate transactions. Adept at cross-functional communication and relationship building with clients, carriers, agents, and vendors to ensure smooth and timely closings and policy placements. Highly adaptable, tech-savvy, and committed to delivering exceptional service in dynamic, remote settings.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Production Assistant
USG Insurance Services Inc.
01.2025 - Current
- Processed and managed insurance binders, endorsements, certificates of insurance, and policy documents across various lines of business.
- Prepared and issued new business quotes, renewals, and policy changes.
- Collaborated with producers and underwriters to gather necessary information and ensure accurate and timely policy issuance.
- Maintained client files.
- Provided ongoing administrative and client support, including follow-ups on quotes, policy delivery, and renewal processing.
- Reviewed and processed property inspection reports for new business, renewals, and mid-term endorsements to assess compliance with underwriting guidelines.
- Analyzed inspection findings related to building conditions, occupancy, construction, fire protection, and liability exposures.
- Attended weekly team meetings
- Attended on going training when needed
Realtor
Keller Williams
08.2018 - 04.2025
- Advised and informed prospective clients on current market activities and conditions.
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Wrote contracts to outline sales and purchases of properties.
- Compared recently sold area properties to determine competitive market prices.
- Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
- Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
- Advertised client properties through websites, social media, and real estate guides.
- Communicated with clients to understand property needs and preferences.
- Maintained connections with clients to encourage repeat business and referrals.
Senior Technical Associate
AmWINS Insurance Brokerage
03.2022 - 01.2025
- Managed the end-to-end marketing process for renewal accounts on behalf of the team, including preparing submissions, obtaining quotes, and negotiating with carriers.
- Served as a liaison between underwriters and agents by researching and providing accurate, timely responses to coverage and policy-related inquiries
- Prepared draft proposals,submissions and quotes
- Independently marketed and placed over 50 accounts monthly, strategically selecting appropriate carriers based on risk appetite and coverage needs.
- Attended monthly team meetings
- Prepared Excel spreadsheets for team accounts every quarter
- Followed up with Underwriters on quotes and binders.
- Worked with Underwriters to get the best quote possible
Closing Coordinator
Inspire Closing Services
01.2020 - 03.2022
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Reviewed Title commitments for vesting requirements
- Drafted and finalized ALTA Settlement Statements and Closing Disclosures for residential and/or commercial real estate transactions.
- Coordinated daily with lenders to ensure timely receipt of closing documents and prevent delays in transaction timelines.
- Performed pre-audit reviews of insurance accounts to ensure data accuracy and readiness for formal audit procedures.
- Designed and developed Excel spreadsheets to streamline account management and improve team workflow efficiency.
Assistant Designer/Office Administrator
Custom Wood Products
04.2013 - 01.2020
- Provided design support for custom cabinetry projects by creating detailed layouts, preparing material specifications, and collaborating with lead designers and clients to ensure design accuracy and functionality.
- Assisted in drafting and revising cabinet design plans using CAD software, ensuring compliance with client requirements.
- Maintained organized project files, updated design documentation, and tracked revisions to support smooth workflow and project management.
- Guided clients through selecting hardware, paint colors, and finishes to align with their design preferences and functional needs.
- Collaborated closely with contractors to coordinate cabinet measurements and installation schedules, ensuring timely project completion.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Reconciled account files and produced monthly reports.
- Participated in annual industry conferences to enhance professional skills and stay current with design trends.
Education
Associate of Science -
FSCJ
Skills
- Marketing expertise
- Record keeping
- Vendor relationship management
- Account management
- Client services
- Marketing initiatives
- Sales lead pipeline monitoring
- Purchase agreement management
- Closing support
- Pricing negotiation
- Appraisals
- Business development
- Administrative support
Certification
- Florida Real Estate License
- Insurance 440 License
Languages
English
Timeline
Production Assistant
USG Insurance Services Inc.
01.2025 - Current
Senior Technical Associate
AmWINS Insurance Brokerage
03.2022 - 01.2025
Closing Coordinator
Inspire Closing Services
01.2020 - 03.2022
Realtor
Keller Williams
08.2018 - 04.2025
Assistant Designer/Office Administrator
Custom Wood Products
04.2013 - 01.2020
Associate of Science -
FSCJ