• Provide administrative services to Executive Director and other staff.• Train and supervise part-time staff and interns.• Answered telephone and electronic inquiries and forward telephone calls and messages to appropriate team members.• Greet visitors, determine nature of dealing and send visitors to correct team member.• Ensuring office procedures and systems operate efficiently.• Set up and uphold manual and automated information filing systems.• Trouble shoot, resolve problems and handle customer complaints.• Scanning and copying documents.• Maintain and Order workplace supplies.

• Managed several accounts as a primary or secondary broker, which totaled of over $100K in premiums.• Strategized and marketed various risks to best suit client’s needs.• Performed all phases of new business, renewal and re-market processing including preparation of applications, negotiation with underwriters / brokers, obtained quotes, created proposals, monitored status, and followed up to delivery of policy documents to client. • Prepared policy change requests, and submitted requests to carriers / brokers. Monitored status of change requests, reviews policy documents for accuracy and followed up to delivery of change documents to client. • Identified and processed coverage enhancement and cross- sales opportunities. • Resolved client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies. • Coordinated brokerage efforts for complex property programs through both the domestic and global insurance marketplace.• Provided risk management analysis utilizing new business, renewal and claim reviews. Made recommendations to both prospected and current clients to update and enhance policy contracts. • Acted as a Broker’s Back – Up and Liaison with both retail broker and market underwriters.• Assisted Client Advocates / Client Directors with the daily servicing of accounts.• Other responsibilities as directed by the Office Manager or Managing Partner.