Jenn O'Shea Email & Phone Number

Raleigh, North Carolina, United States

Remote, Nc

Performs complex financial analysis and creates accurate, transparent, and timely reports to support leadership in decision making process. Prepares reports and analyses in support of the monthly, quarterly and annual financial close processes and ongoing financial activities. Provides decision support to business management through the creation of decision tools, models, presentations, and dashboards. Leads the forecasting and budgeting processes for assigned business units and/or functional areas. Collaborates with finance, operational management and cross-functional teams to identify problems and develop solutions. Utilizes existing financial systems to their fullest extent. Makes recommendations on system and process improvements to streamline processes and improve efficiency.

Assist in the conversion process for the state of New York. Act as a liason between Processing & Underwriting to troubleshoot issues and efficient workflow practices. Provide one-on-one assistance to processors as needed on specific issues & specific processes. Participate and review customer audits and review quality disputes as requested by supervision. Hold technical meetings and InQuira/Best Practice review meetings with processors to provide direction on changes to processes and field questions. Work with programming for system resolution to processing. Work with underwriting staff to determine processing requirements/needs for coverages not outlined in InQuira. Also, draft changes to InQuira to allow efficiency in processing instructions.

Raleigh-Durham, North Carolina Area

Analyze processed commercial lines policies to determine level of proficiency.Coaching provided if needed. Provided feedback on how processes affect the customer and our company.Partner with Training to serve as a Subject Matter Expert in classes conducted throughout the year on all lines of business.Provide monthly performance feedback to Processing Supervisors and Teams through Team Meetings and monthly newsletter disbursements.

Raleigh-Durham, North Carolina Area

Performed rating and coding for quotes, new business, renewals, and policy changes for PCIO Property, General Liability, Inland Marine, Business Auto, Workers Compensation, Crime, & Business owners.Reviewed submitted material for completeness and accuracy; following up with internal customers.Utilized online coding manuals needed to rate premium calculations. Maintained quality and prioritized work according to time service standards. Also did various projects for Commercial Supervisors.

Cary, Nc

Processed changes to insurance policies requested by the agent.Underwrite new business, changes, renewals, and cancellations; determine if they are approved for insurance coverage in nonstandard market. Reviewed inspection from outside vendor to determine policy changes.Received customer calls, answering insurance policy questions and clarifying procedures for agents.

Cary, Nc

Maintained letters to direct insured's on further coverage of insurance. Also, phone assistance to internal/external customers.Maintained paper applications, input into system, and scanned other miscellaneous documents to be scanned to file.Aided assistant in getting more information for applications and changes in the system throughout the day. Also was on the CAT Team; Sorted through mail, maintain files, receive customer phone calls, assist Claims adjusters, maintain accounts receivable.

Colorado Springs, Colorado Area

Led the central point of communication and external agencies. Identify, assess, prioritize and lead appropriate response for potential life threatening utility emergencies.Assisted with scheduling, employee evaluations, as well as obtaining and doing the Utilities Dispatcher role. Led the planning and scheduling of daily activities for field personnel, as well as the dispatch team. Also responsible for Utilities Dispatcher duties.

Colorado Springs, Colorado Area

Analyzed utility emergency situations and dispatcher crews accordingly. Provided general utility information and technical support.Utilized PC for dispatching and customer account management. Communicated frequently with field technicians for electric, water, gas, and wastewater.Often served as the source for problem resolution; with customers on the phone, field crews on the radio, with every department affiliated with utilities.

Bachelors Of Arts In Business Administration, Business Management, Marketing

Activities and Societies: National Society of Collegiate Scholars Graduated Magna Cum Laude.

Associate'S Degree, Accounting, 3.5

High School Diploma, General / Emphasis In Business

Activities and Societies: Y.W.O.W - (Young Women of Worth) Young Women Entrepreneurship Program F.B. L.A (Future Business Leaders.

Associate Of Arts (A.A.), Accounting

Associate Of Arts - Aa, Accounting And Finance