CSR-I work with agents, Underwriters, Auditors, and insureds in regards to commercial insurance policies, to include, Workers Comp, General Liability, Farm, Fire, and Auto. I also process balancing of money that was received in the direct bill department on a daily basis.

Administer Assumed & Retro inforce billing Monthly premium accounting Maintain Policy ExhibitsBook Annual Reserves provided by Actuaries and ClientsWork with Actuary on inputting Client EstimatesInput Claims in LIRAS and book accounting for claim paymentsAutomated policy exhibits to excel spreadsheets for accuracyAdministered ALL direct businessPremium accounting, applications, processed notices, loans and handle all aspects of claims and claim paymentsAdminister mortgage protection policies, accounting, & billingProvide customer service, including phone back upProduce Annual NAIC Market Conduct FilingProvided information for Annual State Filings

Answered heavy telephone volume for customer order entryBack-up for stocking Joplin facilities

Office management, planning sales meetings, sales reportsCoordination of travelCreated Excel spreadsheets for easy itinerary creation and/or updatesExpense ReportingGeneral secretarial duties

Performed all basic administrative duties requires for this title (ie. Typing, filing, photocopy, fax, conference call setup, etc.)Responsible for all travel arrangements; to include airfare, hotel, lunches and dinners while traveling with existing and/or potential clientsMonthly auditing of American Express Corporate credit card statement to ensure correct billing and paymentsManaging of all office software/ hardware to ensure proper updates are executed when needed and in a timely mannerResponsible for attending classes to learn new software presented to company and ensuring filed personnel is educated as wellWorked in excel to automate expense reporting, travel, and supply requisitions

Handled all secretarial duties for the Present of the CompanyCustomer Service duties to include answering policyholder questions, claims, and policy maintenanceData Entry for new business, proofing, printing policies and assembly. Worked with underwriting when requiredProcessed payments for surrenders, claims, loans, premium payments, and loan paymentsCreated flow chart for company guidelines using excel and visio Skills Proficient in Excel, Word, Microsoft Outlook, LIRAS, Omega, QuikLife, 10-key by touch, various office equipment, Microfiche, Business Objects, Worked with PowerPoint but on a limited basis. Computer skills and typing (very proficient), multi-phone lines