Served as full-time caregiver for two immediate family members. Both situations have become resolved in 2020. Utilized Microsoft cloud tools, including Excel, to communicate and collaborate with remote family members on financial status, taxes, charitable contributions, and expenses. Managed expense payables using electronic payments; partner with financial planner to distribute and manage cash flow.

Supported the legal secretary, office manager, and underwriters to maintain accurate account records including premium changes, claims status, and account information. Managed accounts payable / check request log to track payments and ensure renewals were processed properly and timely. Maintained and updated a list of boards, bureaus, and associations with which the firm did business. Maintained and updated confidential database of executive profiles for federal and state regulatory… Show more Supported the legal secretary, office manager, and underwriters to maintain accurate account records including premium changes, claims status, and account information. Managed accounts payable / check request log to track payments and ensure renewals were processed properly and timely. Maintained and updated a list of boards, bureaus, and associations with which the firm did business. Maintained and updated confidential database of executive profiles for federal and state regulatory filings.• Key point person to ensure payments were processed and recorded for major insurance clients including Brownyard Corp, Grundy, McNeil & Company, NSM, and ATC.• Distributed correspondence across multiple states to notify Arch policyholders of the Company’s relocation from Nebraska to Missouri and on Arch Insurance Solutions’ Maryland addresses changes.• Executed data entry, policy audits, and endorsements in the WINS database.• Maintained binders on employee travel licenses for Arch Insurance Solutions and individual state folders for Arch Indemnity Insurance Company, Arch Specialty Insurance Company, and Arch Excess & Surplus Insurance Company.• Met tight deadlines on monthly A/P Visa bank card reconciliations, check processing, and policy renewals.• Ensured the proper license renewals for each of the company’s four divisions for all 50 states, including letters, mailings, documentation.• Researched mortgage notices received in order to determine if named mortgagor had coverage• Opened, sorted, and mailed financial premiums to third-party association offices.• Created, organized, and continually updated Excel spreadsheets to track license status and to report information on several underwriting accounts. • Took on additional responsibility to assist four-member underwriting staff with travel arrangements and the completion of their expense reports. Show less

Converted from interim to full time permanent in 2003. Prepared draft correspondence using Word. Generated confidential reports. Assisted in planning and coordination of basic travel arrangements. Assisted in preparing and tracking business expense reports. Maintained files, handled incoming mail and email. Routed and escalated client calls as required.

Input purchase orders, free of charge orders, and chargebacks, into SAP system and verified all EDI chargebacks were received. Ran daily reports; reviewed and corrected as necessary. Prepared copies of reports and commission log for management to authorize payment to distributors. Provided customer service to the Military account base.

Processing claims using ICD-9, HCPC, and CPT-4) as Alternative Medicine Associate and Customer Service Associate.