Summary
Overview
Work History
Education
Skills
Certification
Key Skills Assessment
Timeline
Generic

Sandra Hubbard

Clearwater

Summary

Review submission for completeness

Discuss new/renewal business with producers to ascertain clients expectations

File Set Up - New & Renewal

Update ACORDS

Set up and send out submissions to carriers

Online Rating

Create Marketing Summary Sheet

Review Quotes

Create Proposal

Bind Order

Wrap up paper work for quality control

Attend Carrier Meetings




Overview

33
33
years of professional experience
1
1
Certification

Work History

Insurance Marketing Specialist

Brown & Brown of Florida, Inc
02.2018 - Current
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Responded to customer requests for products, services, and company information.
  • Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
  • Documented customer interactions and transactions for accurate, up-to-date records.
  • Assessed customer needs and recommended suitable insurance policies.
  • Collaborated with underwriters to streamline the policy issuance process for improved efficiency.
  • Liaised with insurance carriers to resolve billing errors and discrepancies.

Executive Assistant

Brown & Brown Pinellas Insurance
10.2016 - 03.2018
  • Play a central role in protecting the operational integrity of the business while serving as a process improvement champion supporting the Profit Center Leader (PCL)
  • Contribute to the management of broker/company contracts, employee insurance licensing, events, and schedule management
  • Selected Achievements:
  • Analyzed and revamped the internal QC survey to determine areas for internal/external customer service improvement
  • Fostered enhanced relationships between the PCL, Sales Manager, and broader sales team to enable a more cohesive customer engagement strategy
  • Won multiple awards/accolades including: 2017 Employee of the Year, 2017 Employee of the Quarter, and 2016 On the Bus Award
  • Proactively attained life, health, and variable annuity insurance licenses to strengthen business acumen and service excellence for producers
  • Streamlined multiple accounting processes including direct bill reconciliation
  • Elected chairperson of the Dream Team internal motivational event planning group in 2016
  • Currently still serving tenure

Executive Director

NEW CREATION EVANGELISM, INC. (d/b/a Judgment House)
01.2010 - 01.2016
  • Lead and oversee day-to-day operations on behalf of the not-for-profit agency, including general marketing, fundraising, program development, website administration, human resources and accounting
  • Serve as a dedicated liaison between Board of Directors and external donors
  • Constantly work to cultivate long-term partnerships and bolster donor relationships
  • Fulfill vital and ad hoc roles outside the office and beyond the scope of regular business hours
  • Ensure full compliance with all state and federal licensing requirements

Office Manager

SPINE & REHAB MEDICINE, P.A. Suhas Kulkami, M.D.
01.2009 - 01.2010
  • Led all front office operations, including operating computer applications, communicating with attorneys and maintenance of purchase order system
  • Liaised with attorneys and pharmaceutical representatives on behalf of Dr
  • Kulkami
  • Maintained responsibility for all scheduling, testing and medical billing of patients
  • Oversaw all accounts receivable and payable
  • Coordinated medical benefits on behalf of patients

Owner / Operator

Sunglasses Galore, LLC
01.2005 - 01.2008

Office Manager

Grubbs Emergency Services, LLC
01.2001 - 01.2007

Office Manager / Insurance Coordinator

Sun West Mines, LLC
01.1998 - 01.2001

Administrative Assistant / Insurance Coordinator

Grubbs Construction Company, Inc.
01.1998 - 01.1999

Title Clerk

Hernando County Tax Collector
01.1997 - 01.1998

Front Office Coordinator

ARM Appraisal Service
01.1992 - 01.1997

Education

General Studies -

Hillsborough Community College
Tampa, FL

Paralegal Degree -

Hammel College
West Palm Beach, FL

440 Customer Service Representive - Customer Service Representive

State of Florida
Tallahassee, FL
01-2018

Skills

  • Operations Management
  • Accounts Payable / Receivable
  • Benefits Administration
  • New Business Development
  • Budgeting & Accounting
  • Fixed Asset Management
  • Human Resources
  • Recordkeeping & Documentation
  • Program Management
  • Standards & Regulations
  • Team Leadership
  • Interpersonal Communications

Certification

  • 440 Insurance
  • 2-15 Life, Health and Annuities

Key Skills Assessment

Able to lead teammates in day-to-day operations. Firsthand familiarity with front office management, workforce management, hands-on training and labor allocation., Track record of upholding communications between all involved parties, including interdepartmental staff members and external contacts alike.

Timeline

Insurance Marketing Specialist

Brown & Brown of Florida, Inc
02.2018 - Current

Executive Assistant

Brown & Brown Pinellas Insurance
10.2016 - 03.2018

Executive Director

NEW CREATION EVANGELISM, INC. (d/b/a Judgment House)
01.2010 - 01.2016

Office Manager

SPINE & REHAB MEDICINE, P.A. Suhas Kulkami, M.D.
01.2009 - 01.2010

Owner / Operator

Sunglasses Galore, LLC
01.2005 - 01.2008

Office Manager

Grubbs Emergency Services, LLC
01.2001 - 01.2007

Office Manager / Insurance Coordinator

Sun West Mines, LLC
01.1998 - 01.2001

Administrative Assistant / Insurance Coordinator

Grubbs Construction Company, Inc.
01.1998 - 01.1999

Title Clerk

Hernando County Tax Collector
01.1997 - 01.1998

Front Office Coordinator

ARM Appraisal Service
01.1992 - 01.1997

Paralegal Degree -

Hammel College

General Studies -

Hillsborough Community College

440 Customer Service Representive - Customer Service Representive

State of Florida

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