Miranda Greene Email & Phone Number

Analyze and amend annual budget and financial statements of a nationally recognized youth choir to improve operations and achieve eligibility for government-sponsored grantsMake recommendations for record-keeping, cash management, budgeting, accounting, financial reporting, and payment plan implementationEnhanced internal controls by dividing fiscal responsibilities between office manager and executive directorAssess and document current business processes and accounting practices to determine potential for standardizationDevelop staff responsibilities and guidelines manualDraft spreadsheets and databases for tracking financial and operational data

Drive renewal process, including managing client for required revenue, payroll, and vehicle data, ordering, interpreting, and summarizing loss run data, preparing applications, and compiling historical exposure informationDevelop and maintain an awareness of changes in exposures and research the source of such changesMarket ancillary coverage outside of captive, including umbrella, executive liability, crime, and cargo liabilityParticipate in sales process by offering ancillary coverage during service calls Assist in developing underwriting specifications and making coverage recommendationsManage premium financing process from generation of contract to final payment of premiums to insurance carrierPrepare spreadsheets, reports, analyses, and other documents to support analysis of accounts, such as loss summaries and loss stratificationsPrepare and assemble proposals, insurance summaries, binders, and other correspondence for clients and insurance carriersReview policies’ final terms and conditions, initiate changes, and process respective endorsements, cancellations, and reinstatementsPrepare appropriate documents for billing and invoicing, including client transparency forms, invoice control forms, engagement letters, and authorizations to bind, and facilitate timely premium collectionConduct peer and quality control reviews of underwriting submission data for other captive/pooling groupsUtilize STARS to review status of claims and update loss cause and location codesCreate and maintain certificate holder database and perform direct issuance of certificates of insuranceIntervene on behalf of client to remedy claims settlement issuesEnsure compliance with industry best practices and Marsh standard operating procedures and transparency requirements

Assisted producers with reviewing client business operations, exposures, and loss experience against current coverage and defining strategic plan of action to address issues and concernsCoordinated the renewal process for $500K (in income) book of commercial lines business according to producer expectations and company guidelines by reviewing coverage specifications, receiving premium quotations, and monitoring and maintaining agency management systemsMaintained relationships with underwriters to ensure adherence to timetables, delivery schedules, and product quality expectationsResearched and resolved client inquiries and internal transactionsPrepared proposals, binders, insurance summaries, certificates of insurance, MVRs, and policy change requestsContributed to sales growth by cross-selling and upgrading coverage levels of existing book of businessDemonstrated an understanding of the sources and calculation of experience modification and assisted clients with associated disputes

Administered and maintained middle market insurance programs by procuring the most effective market placement of various insurance coverages and providing ongoing communication with and assistance to company personnelParticipated in preparation for and presentation of client service presentations and RFPsAssisted with the placement of large construction accounts which may include deductible or other sophisticated ratingsCoordinated payment of premiums and claims while managing corresponding vendor issuesAnalyzed contracts and provided recommendations regarding risk implications and appropriate treatment of various types of riskSupported insurance programs by obtaining exposure information and underwriting dataReviewed and ensured compliance with contractual insurance requirements to facilitate issuance of certificates of insuranceDelivered proposals and renewal policies within time frames required by account executiveDemonstrated ability to effectively present information, respond to questions from various sources, and write reports, business correspondence, and procedure manuals

Identified major sources of loss by line of coverage and by industry, including unique geographic losses, and demonstrated an intermediate understanding of commercial lines policy types and coverage partsConducted client consultations to review existing insurance/administrative programs, assess client needs, clearly define applicable loss control services, and communicate loss control processes while varying the method of communication depending on the needUtilized various resources and performed necessary research to understand the business operations likely to be encountered and offer feasible solutions to address such hazardsPerformed on-site inspections to identify and evaluate current and potential risk exposures, and recommend loss control measures to reduce or eliminate the probability of lossAided client compliance with federal (OSHA), state, and local regulationsMonitored loss experience, presented loss results, and discussed associated concerns in financial terms to influence client management to take recommended actionsPrepared reports and written correspondence summarizing services rendered, findings, and/or action plansDeveloped customized education and training programs relevant to each organization's safety and loss control needs, such as preventing fires, personal protection equipment, and developing and training safety committeesConducted defensive driving training sessionsEngineered workstations to address ergonomic exposures and reduce the frequency and severity of repetitive motion injuriesDeveloped and managed relationships, keeping all applicable parties, such as clients, agents, sales representatives, and underwriters, updated and informedAssisted agents, underwriting managers, and the Commercial Lines Department in the writing and retention of businessProvided technical references and resource materials in support of client loss control programs

Mba, Finance, Financial Risk Management

Bba, Risk Management And Insurance

Activities and Societies: National Pan-Hellenic Council (President) Alpha Kappa Alpha Sorority, Inc. (Administrative Secretary) Black.