Priyangadevi Ramanathan

As an underwriter, the daily tasks include timely checking and following up on emails, keeping files up to date, working on bond requests, and providing tech with files needed to book new bonds, close active bonds, issue dividends, etc. Also, follow up with the agent on any concerning issues an account may deal with, whether financially, WIP-related, internal questions, or regarding projects. Some responsibilities include social networking to bring in new business, completing annual updates promptly, and managing our book of business while fulfilling related tasks.

During the trainee program, the tasks included daily activities such as providing timely responses to emails, working on bond requests, and managing files. Some responsibilities included financial analysis of established accounts, underwriting analysis for prospect accounts, annual updates, account/agency visits with the director and underwriters, and attending organizational events that CNA Surety is a member of, like the Surety Association. Additionally, there were weekly meetings that all trainees were required to attend along with the trainee organizers to learn about surety topics and discussions.

The trainee program was divided into two sessions, which were organized in accordance with the AFSB Book. Trainees had to read and complete exercises for AFSB 151-153 throughout the trainee program. The requirement to pass the three exams for AFSB 151-153 was successfully met with a score of 90% or above.

Towards the end of the trainee program, all the trainees had to participate in a group presentation at the Chicago headquarters to successfully complete the trainee program.

The responsibilities on the accounts payable side include answering phone calls, invoicing, and posting payments for purchases advanced dermatology offices make on Sage. Daily tasks included counting cash that is sent from 12+ doctor offices statewide and keeping track of it on an Excel sheet. Also, assisting accounts payable manager with tasks that involved various projects where organizational skills were utilized. For example, creating an excel sheet for all the doctor offices and keep count of employees monthly. Trained to help accounts receivable side with credit card payments, electronic fund transfers, and mail checks sent by insurance companies.

The responsibilities in this position include assembling, packing, and handing out customer orders. Attending every phone call and taking customer orders either from a phone call or in person. Communicated to customers in a friendly and understanding manner. Took customer payments and cleaned the assigned work area. Lastly, organized and prepped items for the next day.

The responsibilities in this internship were to be in charge of adding all the transactions into the database. Monitor cash flow and maintain periodic financial reports for all transactions. Updated the listing and closing whiteboard and the closing deals on an excel sheet. Created envelopes with the closed settlement sheet based on whom the agents represented and mailed them. Executed a raffle ticket project, where had to contact potential sponsors.