William O’Connor
Fitchburg,WI
Summary
Highly skilled Client & Policy Servicing Specialist at CapSpecialty with a proven track record of maintaining 100% compliance and accuracy in policy management. Adept in Microsoft Office and skilled in problem-solving, I excel in delivering exceptional service and fostering effective communication, ensuring client satisfaction and streamlined operations.
Overview
5
5
years of professional experience
Work History
Client & Policy Servicing Specialist
CapSpecialty
Middleton, USA
03.2025 - Current
- Ability to work independently and focus on detail-oriented tasks for extended periods of time.
- Processed an average of 50+ policy submissions daily, ensuring all documentation is filed with 100% accuracy, and within a 48-hour turnaround time.
- Processed policy changes, endorsements, and cancellations, ensuring accurate and up-to-date client records in the company database.
- Prepared and issued binders, along with all other correspondence.
- Identified and solved problems, escalating complex roadblocks to senior staff or other departments only when necessary.
- Responded to broker inquiries, providing accurate information in a timely manner.
- Managed policy renewals for a diverse client portfolio, ensuring timely communication, and accurate coverage adjustments.
- Maintained a 100% compliance rate with all company policies, procedures, and state/federal regulations, as demonstrated by internal audits.
- Consistently met or exceeded internal quality assurance.
- Collaborated with underwriters to evaluate policy applications and assess risk factors.
- Facilitated communication between clients and internal teams for streamlined service delivery.
- Maintained detailed records of client interactions and policy changes in databases.
- Reviewed policy documentation for accuracy and adherence to regulatory standards.
Digital Media Intern
Strange Animal
Remote
10.2024 - 02.2025
- Collaborate with the creative team to develop engaging content that drives brand awareness.
- Support the execution of various marketing tasks and campaigns.
- Engage with clients and influencers.
- Provide regular updates on campaign performance.
- Assisted in developing digital marketing strategies for campaigns.
- Researched relevant industry trends and topics.
- Provided support for the development of new webpages, graphics, and videos for clients.
- Designed graphics for promotional materials such as banners, flyers, brochures.
Fitness Floor Attendant & Child Care Provider
Milwaukee Athletic Club
Milwaukee, USA
12.2021 - 07.2024
- Demonstrate customer service skills by assisting club members with various needs.
- Maintain facilities and general presentation of fitness floor.
- Refereed and scored basketball tournaments.
- Assisted members with equipment usage and addressed inquiries promptly.
- Assessed needs for children three months to eight years old.
- Built trust with parents at drop-off and pick-up to ensure proper care.
- Handled environmental pressures while caring for multiple children at any given time.
Branding and Marketing Intern
Ivy Awino Agency
Remote
06.2023 - 12.2023
- Generated innovative ideas on how to grow the official minor league organization of the National Basketball Association, mainly focusing on the G League Ignites digital and on ground fanbases.
- Designed, developed, and presented PowerPoint presentations to pitch ideas to the Ignite’s marketing department including Jasmine Lipford, VP, Marketing, NBA G League.
- Effectively researched necessary statistics and other relevant content.
- Assisted in developing marketing materials for various client campaigns.
- Conducted market research to identify trends and customer preferences.
- Analyzed competitor activities to inform marketing approach and tactics.
- Participated in brainstorming sessions with marketing team members to develop ideas for campaigns.
- Analyzed market trends to identify potential opportunities.
- Compiled data on customer demographics, preferences, needs, and buying habits.
- Prepared presentations summarizing research findings.
Camp Counselor
Elite Sports Club
Glendale, USA
06.2021 - 08.2022
- Helped manage Elite’s summer camp by leading activities for 50+ campers ages 5-12.
- Provided first aid support as needed, ensuring the well-being of all participants during activities.
- Monitored camper behavior to maintain a positive and respectful atmosphere at all times.
- Supervised daily activities for campers, ensuring a safe and enjoyable environment.
- Assisted in developing engaging lesson plans that promoted teamwork and sportsmanship.
- Established and built relationships with campers to ease fears in new environment.
- Communicated regularly with parents regarding their child's progress at camp.
Education
Bachelor of Art Degree - Corporate Communications
Marquette University - Diederich College of Communication
Milwaukee, WI05.2024
Skills
Technical
- Microsoft Office Suite (Excel, Outlook, PowerPoint, Word, OneNote)
- Adobe Creative Cloud (Photoshop, Illustrator, InDesign)
- Canva
- Image right
Soft
- Communication
- Attention to detail
- Problem solving
- Risk assessment
Timeline
Client & Policy Servicing Specialist
CapSpecialty
03.2025 - Current
Digital Media Intern
Strange Animal
10.2024 - 02.2025
Branding and Marketing Intern
Ivy Awino Agency
06.2023 - 12.2023
Fitness Floor Attendant & Child Care Provider
Milwaukee Athletic Club
12.2021 - 07.2024
Camp Counselor
Elite Sports Club
06.2021 - 08.2022
Bachelor of Art Degree - Corporate Communications
Marquette University - Diederich College of Communication