- Marketed accounts, generated quotes, and managed new business and renewal applications, including supplements for carriers.- Reviewed binding applications for accuracy, entered rating information into automated systems, and issued policies through insurance carrier websites.- Prepared and reviewed client proposals, updated TAM with quote lifecycle information, and presented quotes as needed.- Managed Special Event and Builder’s Risk quotes, including gathering client information, quoting, issuing policies, and handling certificates and evidence.- Maintained strong relationships with carriers, acted as a liaison, and communicated pricing and product details.- Oversaw administrative functions including Docusign, shared calendar, time-off platform, and new user setups.- Provided IT support by troubleshooting hardware, software, and phone system issues, working with vendors on unresolved problems, and managing updates, downloads (IVANS, Progressive, DSPro), and Applied TAM support.- Coordinated new employee setups.- Provided backup phone support and administrative assistance, including handling Notary Bonds, Evidences, Certificates (with special wording), Billing, Payments, PCRs, Auto IDs, MVRs, and Audits.

- Provided backup for reception and administrative duties, including answering phones and managing tasks during absences and lunch hours.- Delivered IT support by troubleshooting and resolving hardware, software, and phone system issues; collaborated with vendors on complex problems.- Managed updates, new user setups, and Applied TAM-related issues and support.- Delivered customer service including handling Auto ID Cards, billing, payments, and MVRs.- Processed endorsements, followed up on endorsement tasks, and managed open activity for account managers.- Handled audits, audit disputes, cancellations, and evidence requests.- Provided support for certificates, focusing on those requiring endorsements or special wording.- Assisted with underwriting requests and memos.- Reviewed new business policies for accuracy and prepared new business letters.- Checked renewal pricing, reviewed renewal policies for accuracy, and prepared renewal correspondence.- Managed miscellaneous bonds, including submission, issuance, endorsements, and renewals.

- Greet and assist walk-in customers, offering coffee or water and directing them to the appropriate agent.- Answer and route incoming calls, take detailed messages, and assist with billing inquiries and payments.- Process and manage incoming mail, including paper and digital files; handle copying, faxing, scanning, and laminating tasks.- Follow up on late payments, assist with Auto ID cards, and perform various office errands.- Conduct deliveries of policy documents, occasional food pickups, and trips to the bank.- Maintain office cleanliness, including emptying wastebaskets, wiping down surfaces, and keeping breakroom and conference room tidy.- Troubleshoot and resolve hardware, software, and phone system issues; collaborate with IT and phone vendors on complex problems.- Manage updates, new user setups, and Applied TAM-related support and downloads.

- Observed end-user support processes, including troubleshooting software and hardware issues.- Learned about IT budgeting, including cost estimation, expense tracking, and performance reporting.- Gained exposure to the installation and configuration of operating systems and applications, user account management, and system security practices.- Developed foundational knowledge in project planning, organization, scheduling, and monitoring.

- Managed archives databases using Microsoft Excel, SharePoint, ArchivesSpace, and Flickr to ensure accurate and organized records.- Organized and digitized photos and archival materials, improving accessibility and preservation.- Retrieved and located archival materials based on patron requests.- Created training materials for future staff, ensuring consistent archive management and knowledge transfer.- Updated website content to enhance access to and awareness of historical resources.- Assisted with interlibrary loan processes and other assigned tasks.

• Filed documents in the appropriate storage location according to chronological and alphabetical order.• Organized documents that were to be archived, including court documents and marriage records.• Updated, recorded, and maintained accurate records in Microsoft Excel.• Assisted with walk-in requests as well as answered phone calls.

· Processed incoming and outgoing mail.· Responsible for copying, faxing, scanning, and laminating as needed.· Assist agents as needed with varied needs such as inputting data into online database.