- Rapidly promoted to FMM II in just over 6 years with the Company.- Assist with training new reps, as well as ongoing education for established reps (Including creating and presenting training materials).- Highest number of monthly agency visits in the country YTD in 2022. - Increased BHHC's agency presence in Northern California by 48.75% in first year, including expanding footprint in San Francisco. - Rapidly established expert-level marketing and underwriting knowledge in commercial lines and completed entire Commercial Insurance exam on first attempt rather than splitting into 3 parts.- Act as marketing contact and field underwriter, visiting retail agencies in Northern California and Nevada. Routinely visit agency partners with a travel frequency of 50-60%.- Provide marketing information to agents regarding product opportunities/enhancements, how to transact business with Company, and respond to basic inquiries on how to place various Property and Casualty products.- Appoint quality agencies with not only a business match but also a reputation reflective of a Berkshire Hathaway company.- Attend conventions and other industry functions to maintain visibility to current and potential agents. - Strategize with agents to respond to, and prepare for shifts in the marketplace regarding competitors, coverage forms, pricing, and other items that may come up to management and company underwriters.- Complete and update reports for underwriters and managers regarding agency calls, individual agency submission activity and product binds.- Recognized for exceptional relationship building skills, follow-through, organization, willingness to participate and assist, and professionalism.

- Rapidly promoted to FMM in just over 4 years with the Company.- Assist with training new reps, as well as ongoing education for established reps (Including creating and presenting training materials).- Highest number of monthly agency visits in the country YTD in 2022. - Increased BHHC's agency presence in Northern California by 48.75% in first year, including expanding footprint in San Francisco. - Rapidly established expert-level marketing and underwriting knowledge in commercial lines and completed entire Commercial Insurance exam on first attempt rather than splitting into 3 parts.- Act as marketing contact and field underwriter, visiting retail agencies in Northern California and Nevada. Routinely visit agency partners with a travel frequency of 50-60%.- Provide marketing information to agents regarding product opportunities/enhancements, how to transact business with Company, and respond to basic inquiries on how to place various Property and Casualty products.- Appoint quality agencies with not only a business match but also a reputation reflective of a Berkshire Hathaway company.- Attend conventions and other industry functions to maintain visibility to current and potential agents. - Strategize with agents to respond to, and prepare for shifts in the marketplace regarding competitors, coverage forms, pricing, and other items that may come up to management and company underwriters.- Complete and update reports for underwriters and managers regarding agency calls, individual agency submission activity and product binds.- Recognized for exceptional relationship building skills, follow-through, organization, willingness to participate and assist, and professionalism.

- Rapidly promoted to Senior level in less than 2 years.- Assist with training new reps, as well as ongoing education for established reps (Including creating and presenting training materials).- Increased BHHC's agency presence in Northern California by 48.75% in first year, including expanding footprint in San Francisco. - 2nd highest number of agency phone meetings, and 5th highest number of in-person agency meetings in the country after 1st year (Of 31 Marketing Representatives).- Territory accounts for 79.3% of CA bound policy growth for 2019, with 3 CA territories. - Efforts contributed to a 95% increase in submissions and 90% increase in binds for 2019 YOY in territory.- Rapidly established expert-level marketing and underwriting knowledge in commercial lines and completed entire Commercial Insurance exam on first attempt rather than splitting into 3 parts.- Act as marketing contact and field underwriter, visiting retail agencies in Northern California and Nevada. Routinely visit agency partners with a travel frequency of 50-60%.- Provide marketing information to agents regarding product opportunities/enhancements, how to transact business with Company, and respond to basic inquiries on how to place various Property and Casualty products.- Appoint quality agencies with not only a business match but also a reputation reflective of a Berkshire Hathaway company.- Attend conventions and other industry functions to maintain visibility to current and potential agents. - Strategize with agents to respond to, and prepare for shifts in the marketplace regarding competitors, coverage forms, pricing, and other items that may come up to management and company underwriters.- Complete and update reports for underwriters and managers regarding agency calls, individual agency submission activity and product binds.- Recognized for exceptional relationship building skills, follow-through, organization, willingness to participate and assist, and professionalism.

- Assist with the training and development of new claims associates.- Spend several hours each week in training classroom while handling entire claims workload.- Assigned to a new associate in each class, to assist with ongoing training and to provide additional guidance once the associate begins work as a Claims Adjuster.

- Top performer on team with consistently the lowest number of pending claims. - Regularly top in department for lowest unresolved liability.- Consistently in top 5% of department for lowest file pending.- Rated 'Exceeds' in file quality.- Rated 'Excellent'; 100% YTD 2016 and 2017 for all customer service surveys.- Assisted in data collection and analysis for special project to reduce company-wide rental expense by $940,000 annually.- Trained associates on best practices for file quality and diary maintenance. Also created verbiage for certain situations recognized by supervision as effective enough to have others implement. - Manage & resolve caseload of over 80 claims monthly by obtaining all pertinent information to determine coverage, investigate liability and evaluate damages. - Negotiate legal liability with insurance carriers and claimants, while processing payments in excess of $4MM yearly. - Investigate and resolve coverage question claims through the interpretation and application of policy language. - Submit subrogation demands in order to recover money that is rightfully owed to the company from liable third party carriers via E-Subro Hub or postal mail.- Refer claims to outside collections companies for needed additional recovery efforts.- Obtain from the Accounting Department, analyze, and distribute subrogation checks for posting against open recovery reserves in claims.- Comply with Department of Insurance Regulations and adhere to company standards.- Communicate effectively in a professional, respectful, and persuasive manner to facilitate timely and thorough resolution of claims.- Thoroughly document all activities and communications in claim files.

- Assisted with development of the 2017 Marketing Plan for Wawanesa Insurance. - Analyzed demographic and industry data in order to develop company growth and maintenance strategies.- Contributed to creation of marketing documents and presentation for upper management.- Worked closely with Marketing Specialists and SDSU Marketing Intern for several hours each week while handling entire claims workload.- Reported to Marketing Manager weekly for status and project overview.- Worked in Executive Suite with high level of interaction with upper management.

- Run specialized financial reports depending on end goals and financial analysis purposes (Reconciliation, ledger month close, etc.).- Report directly to department Vice Chair for special projects and requests.- Work closely with Surgery Department staff including doctors, nurse practitioners, and others.- Process payments for a variety of items ranging from office supplies and phone bills, to rent payments for large clinical offices and purchase orders in the hundreds of thousands of dollars.- Invoice for and track payments of service agreement partnerships with other hospitals.- Build and maintain positive relationships with departmental contacts while strictly enforcing UC Regents compliance requirements for documentation and declaration of business purpose for transactions.- Manage credit cards and travel requests/reconciliation for employees and faculty of the Surgery Department.- Work with outside vendors on planning and execution of events and tasks including (But not limited to): Department social events, construction projects, purchase orders, large-scale deliveries and pick-ups, resale of University equipment, services ranging from face-painting and photo booths to equipment installation/maintenance and insurance contracts.- Request, obtain, and submit Certificates of Insurance for faculty.- Attend various workshops, trainings, and meetings for individual and organizational advancement.- Extensive daily use of Microsoft Excel, Word, Outlook, etc. as well as University systems such as Campus Asset Management Systems (CAMS) and FinancialLink.- Obtain, review, and properly submit SPA Time Study Documentation in a timely manner and in compliance with California State Mandated Regulations for almost 100 faculty members.- Obtain documentation for transaction sampling in preparation for possible audits.- Delegate tasks to student workers as needed.- Work with Executive Assistant to the Surgery Department Chair on special projects/requests.

- Detailed account auditing and award year reconciliation while strictly adhering to all institutional, federal, and military compliance regulations. - Issue stipend payments in excess of $7MM yearly.- Ad hoc reporting and group participation including specialized work groups, seminars, and advanced training sessions with upper-level management. - Team lead for hardship stipends, concurrent enrollment requests, and authorization status change teams; created standard operating procedures documentation and trained other employees in these areas as well.- Work closely with outside vendors and military teams to ensure accuracy of Title IV packaging, direct bill/employer payments, Post 9/11 GI Bill, Vocational Rehab, and Go Army Ed, as well as other payments.- Respond to inquiries from outside departments while translating terminology in an understandable manner.- Train new Business Office Coordinators as well as existing BOC’s taking on new projects.- Complete R2T4 process for finances after student’s departure from the University.- Perform complex and detailed calculations while accounting for all transactions on student ledgers in order to determine excess funds for stipends as well as shortfalls in funds.- Prepare and send invoices for students and third-party agencies.- Consistently department top performer, regularly completing in excess of 150% of the required daily workload while maintaining over 98% accuracy; the second highest accuracy in the position.- Liaison between Business Office Coordinators and department director, providing insight on the status and development of the team and activities. - Responsible for preparing Excel spreadsheets for quality assurance process and ensuring that the appropriate percentage of calculations are reviewed for accuracy in preparation of timely stipend release. - Regularly selected to perform special tasks and projects which require a high level of accuracy and efficiency and/or have extremely tight deadlines.

- Responsible for advising students on financial aid questions and concerns as well as acquiring necessary documentation to ensure that financial aid is packaged without delay. - Assist with escalated issues and dispute resolution.- Receive and initiate high volume of phone calls as well as written communications- Follow up on issues and inquiries which require additional research.- Advise students regarding financial aid including shortfalls in funds and necessary document completion.- Assist students with making payments and formulating plans for payment.- Assist other Financial Services Advisors with processes and issues.- Answer incoming inquiries from students and parents on internal/external polices regarding all available payment options.- Work independently in a fast-paced, team-oriented environment.- Maintain a working knowledge of Federal, State and Institutional Policies governing Title IV student aid programs- Create positive partnerships with peers and other positions/departments.- Accurately document all correspondence and research regarding the students account when required and as needed.- Meet all service levels and quality metrics.