Allie Darling, Cisr, Clcs Email & Phone Number

Saint Paul, Mn, Us

Waukee, Iowa, Us

Waukee, Iowa, Us

Working accounts start to finishAttend Insurance Carrier Meetings.Order policy changes from carriers, update computer system and set follow-up activities.Processes endorsements by checking coverages, invoice and update client management systems.Keep follow-up activities current.Reviews, processes, and summarizes audits.Investigates and corrects omitted items and commission differences on audits and endorsements.Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.Maintain monthly reporting forms.Take ownership and lead accounts.Meet with team for pre-renewal meetings on qualifying accounts and development of client opportunities.Attend Client renewal meetings, as required.Consult with Client on coverage needs.Participate in Contract Review.Market renewal policies and negotiate with insurance company underwriters.Review quotes on accounts for accuracy and prepare proposal documents for client.Prepares client renewal documents and saves to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements and audits. Ensure accuracy of invoicing and work with accounting to resolve any discrepancies.Develops and maintains positive work relationships with team members to include; providing back up when necessary, communicating information and effectively problem-solving as situations arise.Interact with personnel throughout the agency as well as customers and insurance company representatives, taking direction from the service team.Train and mentor Client Service Specialists as needed; Provide direction on shared accounts.

Waukee, Iowa, Us

Certificate of insurance processing within established guidelines.Complete issuance of automobile I.D. cards, MVR’s and other forms required for compliance with standards.Assist teams in the preparation and maintenance of applications, summaries of insurance and other schedules and documents as assigned.Invoice and billing processing.Complete initial review of renewal insurance policies.

Waukee, Iowa, Us

The Brainery is a development program designed to jump start the career of new graduates in the insurance industry who may not have insurance experience otherwise. This included an overview of Employee Benefits and Property Casualty lines of insurance, a CLCS designation course, a capstone project in front of HMA and CSDZ leadership, and more.

River Falls, Wi, Us

• Created a weekly schedule for the College of Business and Economics Tutoring Center• Verified and Approve time sheets of all Tutoring Center Employees• Acted as a liaison between employees and Academic Success Supervisor• Helped with recruiting and hiring process including relaying hiring needs to hiring manager, reach out to the business professors to recruit qualified individuals, help with paperwork, and train new employees• Advertised the center by creating and displaying posters, communicate with professors, and make presentations to students in various settings• Created reports semiannually that statistically reflects on the Center’s progress as well as what can be improved

River Falls, Wi, Us

• Assisted struggling math students with homework help and test preparation• Facilitated study sessions with up to ten students• Collaborated with other tutors when having issues with explaining mathematical concepts

River Falls, Wi, Us

• Assisted students with homework in Accounting, Economics, Statistics, and Business Law• Organized study groups with up to five students

River Falls, Wi, Us

• Called university alumni and gathered contact information• Collected donations for the university

St. Paul, Mn, Us

• Screened over 400 applicants who wanted to work for the Minnesota State Fair to appropriately make hiring decisions• Used critical and quick thinking to determine the potential for each applicant and schedule interviews if applicable. • Represented the organization by taking incoming and making outgoing phone calls by answering questions and listening to concerns• Collaborated with vendors and MN State Fair departments to accurately post job descriptions internally and communicate those descriptions with the recruiting/screening department• Assisted nearly 2000 employees in properly filling out I-9 and employment eligibility forms

• Planned and implemented educational and hands-on activities for low income youth in groups of 10-15 first through third grade students• Supervised lunch periods and bi-weekly field trips while managing youth in a fast-paced environment• Observed and analyzed youth behavioral progression and created plans to further progress of individual goals of youth and families