NICOLE ELLIS
Orlando
Summary
Experienced finance and insurance professional with 14 years in financial transaction management and compliance. Skilled in reviewing records, processing documentation, and maintaining accuracy across client accounts and administrative operations. Strong analytical and communication abilities enhance customer service delivery. Proficient in Microsoft Excel, Word, Outlook, and Google Workspace.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Life Insurance Agent & Field Underwriter
Ellis Insurance Marketing
Orlando
01.2018 - Current
- Managed all aspects of independent insurance agency, overseeing client accounts, policy administration, financial record keeping, and customer service to ensure seamless operations.
- Contacted clients regarding unpaid insurance premiums to explain payment options, reconcile account balances, and coordinated with carriers to prevent policy lapses, safeguarding client coverage.
- Tracked outstanding lead account balances and followed up with clients to collect payments, ensuring timely account reconciliation.
- Managed the company's lead program for two years, processing customer orders, preparing invoices, collecting payments, maintaining payment records, and resolving billing questions.
- Process premium payments and maintain accurate documentation of customer transactions and policy activity.
- Review applications and financial information for accuracy before submitting to underwriting, ensuring complete documentation and compliance.
- Maintain organized electronic records and confidential financial information while managing multiple client accounts.
- Utilize Microsoft Excel, Word, Outlook, Google Workspace, and insurance management systems to monitor accounts, maintain records, and generate reports.
- Built long-term client relationships through responsive communication and effective problem resolution, enhancing client satisfaction and retention.
Licensing, Contracting, and Onboarding Specialist
E&F Insurance
Orlando
03.2010 - 12.2017
- Reviewed applications and documentation for accuracy, completeness, and regulatory compliance before processing.
- Maintained detailed electronic records and tracked licensing, contracting, and compliance deadlines.
- Managed high-volume administrative and financial documentation for insurance agents across multiple states, ensuring compliance and accuracy.
- Coordinated with internal departments, insurance carriers, and external partners to resolve account issues promptly, facilitating timely processing.
- Responded promptly to agent inquiries while providing excellent customer service and issue resolution.
- Monitored workflow reports, prioritized outstanding items, and ensured timely completion of administrative processes.
- Prepared and maintained confidential records while adhering to company policies and regulatory requirements.
- Assisted with onboarding and training, implementing process improvements that enhanced operational efficiency.
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL, USA01-2011
Skills
- Proficient in risk assessment, claims evaluation, and policy analysis
- Insurance Payment Processing
- Financial recordkeeping
- Account Reconciliation
- Invoice management
- Document Verification
- Negotiation expertise
- Conflict resolution
- Excellent written and verbal communication skills
- Organizational skills
- Premium Collection Management
- Skilled in Office Word, Excel, Google Suites for Business
- Microsoft Excel, Word & Outlook
Certification
- Life and Variable Annuity License (214 License)
- FL, TX, TN, SC, LA, OK
- Anti-Money Laundering Certificate (2024)
ADDITIONAL INFORMATION
- Strong track record of maintaining client satisfaction and achieving sales targets.
- Experienced in managing sensitive information and ensuring confidentiality.
Timeline
Life Insurance Agent & Field Underwriter
Ellis Insurance Marketing
01.2018 - Current
Licensing, Contracting, and Onboarding Specialist
E&F Insurance
03.2010 - 12.2017
Bachelor of Science - Finance
University of Central Florida