Lori Baybutt Email & Phone Number

Camden, New Jersey, United States

Camden, New Jersey, United States

Camden, New Jersey, United States

Glen Allen, Va

• Input all bond information into designated database such as trust deeds, bond amounts, renewal information, etc. Verified premium and commission calculations. Printed bond execution reports.• Responded to client phone calls providing bond information, taking messages, faxing applications and other paperwork. Resolved basic inquiries and forwarded complex inquiries to appropriate contact for resolution.• Maintained Power of Attorney appointments for our brokerage partners.• Prepared and sent out GIAs.• Canceled or reinstated bonds, reconciled information, sent letters of cancellation, and distributed appropriate copies to respective parties.• Completed riders and financial adjustment notices (FAN).• Prepared departmental reports as required for internal and external purposes.• Processed Small Business Administration (SBA) paperwork.

Richmond, Virginia Area

• Provided internal support on various types of surety bonds (license and permit, performance and payment, notary, workers comp., contract, bid, other misc. bonds).• Responded to calls from clients requesting new or additional bond limits.• Evaluated bond needs for customers and negotiated with underwriters.• Maintained over 1,000+ bonds for large client.• Wrote, processed and invoiced all new bonds in three different systems.• Processed and invoiced 200+ bond renewals monthly.• Rectified differences in account billing between our system and our clients’ systems.• Maintained accuracy and completeness of data in the agency management systems.

Richmond, Virginia Area

Completed renewal, capabilities, and strategy presentations for two departments of 20 total employees▪ Assisted with new employee on-boarding process▪ Produced demographic and benchmarking reports for clients weekly▪ Verified census data was entered accurately and kept secure▪ Distributed monthly healthcare reform updates, alerts, and webinar invitations to clients▪ Organized flyers, benefit guides, and handouts for client open enrollment meetings/fairs▪ Aided in compliance, computer/equipment technology, mailroom and security procedures daily▪ Cleared a backlog of over 500 files while implementing a new filing system