Obtain a rewarding and exciting career with opportunity for advancement. I am reliable and eager to learn through hard work, attention to detail and excellent organizational skills
Overview
24
24
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Avery Hall Insurance
02.2023 - Current
Provide exceptional customer service and address policy inquiries in a timely manner.
Assist clients with policy changes.
Conduct policy reviews for clients, identifying gaps in coverage and recommend solutions.
Manage a book of business paying close attention to detail and ensuring proper documentation on each account.
Remarket current policies for better rates or coverage.
Sell additional lines of coverage based on client needs
Personal Lines Assistant Account Manager
Avery Hall Insurance
05.2022 - 02.2023
Process endorsement requests from Account Managers
Posted payments to accounts and maintained records as a backup to Payment Processor.
Enter billing/cancellation notices and contact client prior to policy cancellation
Contact clients advising of returned mail and inspection recommendations
Process manual policy renewals with accuracy
Business Operations Administrator
Bio Medic Data Systems / Avidity Science
01.2022 - 04.2022
Assist with daily administrative functions of BMDS.
Purchasing inventory and non inventory products for Seaford, DE and Golden, CO locations.
Assist with customer sales orders, quotation requests and various customer service issues.
Provide accounts receivable, inventory and purchasing support to corporate finance team.
Process credit card payments.
Open and distribute daily office mail.
Knowledge of Microsoft Word, Excel, and Dynamics Great Plains ERP system.
Perform other duties as assigned by management.
Administrative Assistant
Bio Medic Data Systems / Avidity Science
05.2000 - 01.2022
Accurately enter customer sales orders into GP Dynamics System.
Responsible for invoicing sales orders and repairs on a daily basis.
Collect on past due customer accounts by phone and email.
Enter received goods into GP Dynamics and match to corresponding purchase order.
Enter vendor invoices into GP Dynamics for payment.
Mail vendor payments.
Enter customer payments and applied to correct invoice.
Track customer repairs and equipment serial numbers using Filemaker Pro.
Filed and maintained patents for 2 companies.
Education
High School Diploma -
Seaford Senior High School
Seaford, DE
06.1992
Skills
Multitasking abilities
Attention to Detail
Insurance product knowledge
Responsible
Customer Service
Certification
Property, Casualty, Life and Health License
Timeline
Personal Lines Account Manager
Avery Hall Insurance
02.2023 - Current
Personal Lines Assistant Account Manager
Avery Hall Insurance
05.2022 - 02.2023
Business Operations Administrator
Bio Medic Data Systems / Avidity Science
01.2022 - 04.2022
Administrative Assistant
Bio Medic Data Systems / Avidity Science
05.2000 - 01.2022
High School Diploma -
Seaford Senior High School
Property, Casualty, Life and Health License
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