Professional in business management with a keen eye for detail and a strong commitment to accuracy. Extensive experience in evaluating financial risks and managing complex insurance portfolios. Highly collaborative team player, adaptable to changing needs, and focused on delivering results. Proficient in risk assessment, case management, policy analysis, and client communication.
· Worked as a liaison between the underwriting department and agents to gather requirements for policy issue.
· Managed, implemented, and created a Confluence system to update and obtain application requirements.
· Managed and trained administrators and agents on the confluence system.
· Utilized Microsoft Excel, Salesforce, and lotus notes systems to manage all pending policies.
· Reached monthly NFYC issue of $250,000 and a daily record for $35,000 in NFYC issued.