Tax Preparation, Bookkeeping/Payroll for Small Businesses

∙​Evaluated risk on in force business/ new business prospects, making decision of whether or not to quote∙​Developed premium rates in accordance with underwriting guidelines and authority limits∙​Provided detail explanations to producers regarding conditions and requirements of quotes∙​Processed sold accounts and/or confirmed renewals following established procedures∙​Developed and maintains relationships with producers to support company profitability and growth

∙Evaluated risk on in force business/ new business prospects, making decision of whether or not to quote∙Developed premium rates in accordance with underwriting guidelines and authority limits∙Provided detail explanations to producers regarding conditions and requirements of quotes∙Processed sold accounts and/or confirmed renewals following established procedures∙Developed and maintains relationships with producers to support company profitability and growth∙Relied on experience and judgment to set pricing, review risk, negotiate and accomplish goals

∙Reviewed booking and issuance instructions ∙Issued rates for commercial insurance policies ∙Booked, tracked and issued commercial insurance policies ∙Processed cancellation and reinstatement requests∙Reviewed policies and endorsements for accuracy∙Responsible for maintaining electronic documentation ∙Achieved service and quality goals within the department∙Interacted with underwriting and operations departments