Tammy Myers
New Bern,North Carolina
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager/Accounting Administrator
Flatlands Jessup Insurance Group
New Bern, NC
09.2023 - Current
- Provide customer service to clients, including answering questions and resolving issues.
- Process changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
- Advise clients on available options based on their individual circumstances.
- Track renewal dates for all personal lines accounts and provided timely reminders to customers prior to expiration date.
- Process invoices, payments and other financial documents accurately and efficiently.
- Maintain accurate records of all financial transactions in the company's accounting software.
- Compute commissions and reconcile statements.
- Establish billing contracts with vendors.
- Prepare bank deposits, verify cash receipts and maintain current accounts receivable files.
- Issue payments and manage seven bank accounts
Personal Lines Account Manager
Flatlands Jessup Insurance Group
New Bern, NC
04.2021 - 09.2023
- Reviewed policies for accuracy and ensured that coverage met the individual needs of each client.
- Assisted in the development of new business opportunities by preparing proposals, presentations, and quotes.
- Maintained accurate records of all policy information in company database.
- Attended meetings with clients to discuss their insurance needs and provide advice accordingly.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Achieved repeat business and referrals through personalized services.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Contacted underwriters and submitted forms to obtain binder coverage.
Customer Service for Personal Lines Department
Flatlands Jessup Insurance Group
New Bern, NC
08.2020 - 04.2021
- Organized paper files for policies and documents.
- Verified accuracy of data entry into system records.
- Processed payments timely.
- Prepared renewal letters, notices, and other correspondence to clients.
- Answered phones promptly and provided excellent customer service.
- Referred complex questions to appropriate personnel in a timely manner.
- Maintained client contact information in database system.
Internal Auditor
SOS Global Express
New Bern, NC
04.2012 - 03.2020
- Reviewed financial documents to ensure compliance with company policies and procedures.
- Developed an online audit program pre-pandemic, which allowed the company to remain functional during shut-down.
- Performed analytical reviews on financial data to detect errors or discrepancies.
- Documented audit findings in formal reports presented to senior management team.
- Created training materials for staff members regarding proper accounting practices and procedures.
- Maintained a database of all completed audits and their results.
- Implemented changes based on feedback from stakeholders concerning existing processes.
- Managed TSA education requirements for all 100+ employees.
- Processed brokerage documents for trucks crossing into Canada and Mexico
Education
CISR, Certified Insurance Service Representative -
The National Alliance
04-2024
PLCS, Personal Lines Coverage Specialist -
The Hartford School of Insurance
Hartford, CT09-2021
Skills
- Strong business communication skills
- Advanced experience with MS Office
- Four-years experience with Epic
- Received highest review grade on documenting client correspondence
- Ability to multi-task
- Highly organized with strong attention to detail
Certification
- Notary Public
Timeline
Personal Lines Account Manager/Accounting Administrator
Flatlands Jessup Insurance Group
09.2023 - Current
Personal Lines Account Manager
Flatlands Jessup Insurance Group
04.2021 - 09.2023
Customer Service for Personal Lines Department
Flatlands Jessup Insurance Group
08.2020 - 04.2021
Internal Auditor
SOS Global Express
04.2012 - 03.2020
CISR, Certified Insurance Service Representative -
The National Alliance
PLCS, Personal Lines Coverage Specialist -
The Hartford School of Insurance
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