Detail-oriented individual with different areas of experience. Skilled in communication and motivated to support the success of the team. Equipped with strong problem-solving abilities and a willingness to learn.
Overview
23
23
years of professional experience
Work History
Office Manager
Phil Corbin Construction Inc.
03.2020 - 08.2026
Managed owners appointment scheduling for new job inquires
Implemented management systems, introducing new processes to the employees, and updated communication processes as company grew
Developed training and welcome materials for new hires, enhancing onboarding efficiency
Onboarded new employees through our streamlined HR hiring system
Made the company website and updated it when there were new jobs to feature
Processed weekly payroll and entered the itemized data into Quickbooks
Wrote contracts for new clients, sent them via Docusign along with other pertinent material
Created, calculated, and sent invoices to clients for all stages of jobs and handled any incoming payments
Entered and kept track of all incoming receipts from purchases made into Quickbooks
Handled all incoming bills/invoices from vendors/subcontractors and paid when due
Reconciled all accounts at the end of the month in Quickbooks
Filed all receipts, bills, and invoices into corresponding months
Managed the social media accounts. Took photos of job sites, scheduled posts, and maintained relationships with other companies we work with by sharing and tagging accounts
Addressed any employee questions they had with payroll, sick time, vacation or other HR maters
Underwriter/Policy Investigator
GEICO
09.2006 - 03.2020
Evaluated insurance applications to assess risk and determine coverage eligibility.
Analyzed underwriting guidelines to ensure compliance with company policies and regulations.
Collaborated with agents to gather necessary information for accurate risk assessment.
Provided excellent customer service by addressing inquiries and offering comprehensive explanations of difficult underwriting decisions and explaining options
Made approval and denial recommendations by determining accurate risk levels.
Collaborated with agents to clarify application details and improve customer service.
Reviewed complex cases, providing recommendations for policy adjustments or cancellation based on finding and company guidelines
Reviewed policy documents before issuance, ensuring accuracy and conformance to requested items by departments current processes.
Reduced claim losses by applying expert knowledge in identifying potential risks and setting appropriate premiums or removing risk all together.
Consistently met or exceeded performance targets by effectively managing daily workload and adhering to strict deadlines.
Improved risk assessment accuracy by conducting thorough investigations and evaluating incoming policy review requests from internal departments and asking for the appropriate paperwork/documentation
Assessed potential exposures and determined appropirate premium rate adjustments or other actions
Maintained up-to-date knowledge of company and industry regulations to ensure compliance in all underwriting decisions.
Improved risk assessment processes, ensuring thorough evaluation of potential policyholders.
Documented findings and prepared detailed reports
Conducted sensitive interviews over the phone and handled them with professionalism
Took part in a test group that was testing a new program for the whole department. Would alert of any issues and write up a solution. We would have daily meeting and updates.
Insurance Service Representative
GEICO
03.2004 - 09.2006
Managed customer inquiries regarding policy coverage, claims, and billing processes.
Resolved complex customer issues through effective communication and problem-solving techniques.
Provided training and support to new team members on insurance products and services.
Collaborated with underwriting teams to ensure accurate policy issuance and renewals.
Insurance Sales Agent
GEICO
03.2003 - 03.2004
Evaluated insurance needs to provide tailored policy recommendations for clients.
Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.