Sonya Petersen
Hobson,MT
Summary
Dynamic Account Servicer at Hobson Insurance, adept at client relationship building and complaint handling. Successfully streamlined submission processes, enhancing accuracy and efficiency. Leveraged strong analytical skills to identify new market opportunities, contributing to business growth. Committed to delivering exceptional customer service while maintaining high industry knowledge.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Account Servicer
Hobson Insurance a Division of Hub International
06.2022 - Current
- Review the initial client setup for accuracy, and continue to complete a detailed client setup as necessary in the Broker system.
- Take all the underwriting information provided by the producer and compile a professional and organized submission to be sent to the carriers the producer requested.
- Enter application details, communicate clearly with the producer for additional information needed to complete the submission.
- Update and track submission activity as per broker system workflows.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
- Researched and identified potential new markets.
- Create an approved proposal. Review the proposal and quote details to ensure accuracy, work with the Producer to resolve any discrepancies, and give the proposal to the Producer for presentation to the Prospect, including the necessary items required for binding.
- Email binding instructions to winning carriers, and inform the remaining carriers to close their files.
- Issue binders and other proofs of insurance as required (certificates, ID cards, etc.).
- Document all client and carrier interactions in the Broker Management System.
- Check the issued policy's accuracy against the quote and binding instructions, and discuss any discrepancies or misunderstandings with the Producer prior to sending it to the customer.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Bookkeeper
RS Petersen Harvesting and Trucking LLC
11.2011 - 12.2013
- Trained and mentored junior staff on bookkeeping best practices and software usage.
- Analyzed financial reports to identify trends and provide actionable insights to management.
- Collaborated with cross-functional teams to enhance financial reporting accuracy and timeliness.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Reconciled bank statements monthly to ensure accuracy of financial data.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Bookkeeper
Petersen Farm and Ranch LLC
09.1983 - 03.2010
- Managed accounts payable and receivable, ensuring accurate financial record-keeping.
- Processed payroll for employees, maintaining compliance with regulatory requirements.
- Reconciled bank statements monthly to ensure accuracy of financial data.
- Developed and implemented efficient bookkeeping procedures to streamline operations.
- Maintained and processed invoices, deposits, and money logs.
- Oversaw budgeting processes, aligning financial goals with organizational objectives.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Completed payroll for employees and maintained detailed records of procedures.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Assisted with budget preparation and monitoring, contributing to better expense control.
Education
High School Diploma -
Fergus High School
Lewistown, MTSkills
- Customer service
- Goal-oriented mindset
- Client relationship building
- Strong work ethic
- Excellent communication
- Computer skills
- Complaint handling
- Data entry
- Epic and AMS360 software proficiency
- Handling customer complaints
- Data processing
- Payment processing
Certification
- Licensed in Property/Casualty Insurance
- Total CSR Training QCLS Designation
Timeline
Account Servicer
Hobson Insurance a Division of Hub International
06.2022 - Current
Bookkeeper
RS Petersen Harvesting and Trucking LLC
11.2011 - 12.2013
Bookkeeper
Petersen Farm and Ranch LLC
09.1983 - 03.2010
High School Diploma -
Fergus High School