Monique Pérez

• Rating for Commercial Casualty: General Liability, Workers Compensation, Commercial Auto and XS Liability lines of coverage
• Corresponding with brokers to collect necessary submission information needed by underwriting, as well as processing endorsements on existing renewals
• Work with the underwriters to create, review, and release quotes & binders
• Request reports: OSHA, SAFER, MVR, Loss Control, Experience Mods
• Setup underwriting files and following-up on any outstanding subjectivities for bound accounts

• Finalize Invoices for delivery using Fishbowl software
• Maintain a complete financial transactions in QuickBooks
• Prepare collection reports and contact customer if payment is overdue
• Process company employees’ payroll on a Bi-weekly basis
• Maintain detail record of Petty Cash
• Reconcile bank accounts and verify transactions on a daily and monthly basis

• Generate analytical reports on new patients and production growth
• Created and maintain a detail manual on all office and laboratory protocols
• Assure patient charts contain required documentation and are properly organized for audit and HIPPA
• Daily review of office emails on patient inquiries
• Process Accounts Payable
• Maintain websites, and manage social media accounts

Enjoyed Mother Hood

• Proven ability to learn quickly and adapt to new situations.

• Process Accounts Payable for Premium, Endorsements, or Cancellations in GAIN (Property system)
• Assure that all files contain all required documentation and are properly organized for audit
• Analyzes account for Underwriter review (loss information, financials, risk control reports)
• Assist with testing enhancements made to GAIN
• Learn SAP to assist in resolving booking discrepancies
• 2012 promoted from Underwriting Assistant to Underwriting Technician

• Process Monthly and filed State reports for JCPenny and Eckerd
• Process Installations and Renewals for IntelliRisk (Over 600 Accounts)
• Primary Contact for RMIS services for 11 accounts
• Conduct IntelliRisk training session using Interwise
• Assist with testing enhancements made to IntelliRisk
• Awarded Star Award in 2004 for excellent Customer Service
• Awarded Merit Award in 2004 for managing accounts during a 4 month vacancy of both SI’s

• Process accounts payable in WAVES system
• Support for cell phones (order and issue)
• Process cardkeys for over 500 employees
• Manage fleet cars (reservations, maintenance, and process monthly reports)
• Conduct training using the WAVES System and Visitor Center System
• Awarded Star Award in 2001 for excellent Customer Service

• Process accounts payable
• Update the manuals (Proposal and Submission Guide, RM Manual)
• Assist staff with special projects

• Process payroll and maintain personnel records of 30 people
• Process accounts payable
• Balance monthly budget statements for Actuarial department
• PC/LAN Administrator and software trainer