• Responsible for responding to all requests from existing and new clientele, including creating work orders, proposals, and scheduling service calls.• Create invoices for both new and existing clients.• Utilize QuickBooks and Microsoft Excel to maintain accurate data of receivables and payables.• Assist with quarterly and year-end account reconciliations to be prepared by CPA.• Create proposals and maintain accurate files for both new and existing clients.• Review contracts for new business ventures, including real estate and other sales contracts.• Promote business and grow clientele in targeted locations through social media and customer referrals.

• Reviewed applications to determine eligibility and requested supporting documentation.• Ordered and reviewed home inspections to determine appropriate replacement cost and risk acceptability and reviewed endorsements and supporting documentation.• Responded to agent requests via telephone and email.

• Performed detailed financial analysis to determine the financial health and bonding capacity of entities across various sizes and industries.• Prepared a written trend analysis of the balance sheet, income statement, and statement of cash flows focusing on year-over-year growth, use of leverage, and net worth. • Utilized internal software to maintain a profile of the account’s financial trends and ratios. • Prepared a line-item analysis of the client’s financial statements and made a recommendation based on financial capacity and performance in the industry. • Worked on a team responsible for managing a portfolio of over 100 accounts with individual exposures of up to $50MM.• Responsible for uploading monthly financial results from our database into Excel.• Prepared internal monthly financial reports for our unit detailing the drivers of gross written premium for the month as well as actual results relative to budget and prior year-to-date premium. • Examined bond forms and contracts for onerous language and requested amendments when necessary.