Maria Puccetti
Brentwood,CA
Summary
Focused, detail-oriented and conscientious with advanced understanding of Surplus Lines regulation and standards. Review large volumes of data to assess accuracy and integrity of provided information while meeting deadlines.
Overview
6
6
years of professional experience
Work History
Surplus Lines Coordinator
RT Specialty LLC / Socius Insurance Services Inc
11 2022 - 06.2024
- Managed daily surplus lines filing requests from internal staff.
- Process and submit monthly, quarterly and annual state tax and fee on timely manner state website.
- Educate internal staff on state requirements for accurate billings to be processed by the service staff.
- Participate in and produce complete and accurate insurance policy information audit.
- Review all state tax accounts payable transactions.
Courier
Federal Express
04 2022 - 11 2022
- Greeted recipients, delivered packages, and parcels and acquired proper signatures for all deliveries.
- Completed daily delivery assignments while adhering to strict time constraints, ensuring consistent service quality.
Courier
Amazon
09.2019 - 12.2021
- Delivered goods and services to customers on time.
- Secured merchandise, avoiding damage during transportation.
- Performed pre-trip inspection checks and report any problems to management.
Surplus Lines Coordinator
Edgewood Partners Insurance Center
01.2016 - 12.2017
- Facilitate payment of surplus line tax payments to various government municipalities.
- Complete and file surplus line affidavits.
- Enter filing information into state filing website.
- Review all state tax accounts payable transactions.
- Create check request based on filings made during state filing period.
- Communicate with broker team for appropriate corrections ensuring timely tax filings to individual state.
Skills
- Attention to Detail
- Data Entry
- Teamwork
- Organization
Timeline
Courier
Amazon
09.2019 - 12.2021
Surplus Lines Coordinator
Edgewood Partners Insurance Center
01.2016 - 12.2017
Surplus Lines Coordinator
RT Specialty LLC / Socius Insurance Services Inc
11 2022 - 06.2024
Courier
Federal Express
04 2022 - 11 2022
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