• Manage bookkeeping and maintain journal• Monitor accounts payable/receivable activities• Prepare Profit & Loss standard report and Balance Sheet• Analyze the cost of goods sold using Excel (Pivot tables, vlookup and function) and provided estimate • Assist with management including, but not limited to, buying insurance policy and dealing with inspectors from different government departments

1. Responsible for servicing a commercial book of business-marketing, underwriting, servicing, renew negotiation, risk analysis, consulting, problem resolution, reviewing and rating.2. Maintain productive business relations and engage in extensive contact with clients, producers, and underwriters.3. Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products, produce and deliver business proposals.

• Focused on General Property & Liability, Umbrella, Commercial Auto, Worker Compensation, Financial institution Bond, and Employment Practice Liability Insurance• Collected information from clients and prepared ACORD forms• Negotiated with producers for quotes and prepared proposals for clients• Assisted to file claims and followed up subrogation if necessary