Rose Bartlett Email & Phone Number

Aurora, Colorado

Littleton, Co

Quote, rate, endorse and issue new and renewal commercial insurance policies for multiple lines of business in a timely manner.Respond to policy service requests from underwriters, agents, and brokers.Determine appropriate premium through strong analytical skills, applying experience modifications, discounts, and performing manual rating functions for nonsystem supported coverages.Requires completeness, accuracy, meticulous attention to detail and the ability to multitask in a fast paced environment.Thorough knowledge of insurance rate calculation processes, tasks, workflows and department processing guidelines and procedures is necessary.Contribute to a positive business relationship with underwriters, brokers and insureds through excellent verbal and written communication skills and delivery of a quality product.Distribute quote letters and insurance policies to agents, brokers, underwriters, and insureds. Work on projects to improve productions and quality for all.

Aurora, Co

 Handled all changes of ownership for Dex. Implemented, streamlined and enhanced a consistent credit policy across all regions. Updated accounts, communicated with sales, evaluated credit terms, reviewed legal documents.  Prepared legal documents. Due to the sheer volume of the work, speed, decisiveness, accuracy and consistency, as well as flexibility, were essential. Designed and communicated policies, process and procedures to internal and external customers. Interacted with cross functional teams to identify opportunities for improvements in our processes and procedures. Strong working relations with other groups, including Billing, Customer Service and Sales. Maintained high level of confidentiality to protect customer and company.

 Worked closely with sales to determine credit and collection requirements for external customers. Supported sales and ensuring their success, while communicating and enforcing corporate credit and collection policies to manage credit risks. Provided training on credit policy & processes. Traveled to satellite sales office to provide support. Provided clear actional feedback to sales leadership regarding credit decisions in a timely manner. Communication with sales was key. Supported in resolution of escalated delinquent accounts.

 Collected on delinquent accounts and negotiated payment arrangements.  Reconciled and corrected billing problems.  Resold the value of our products and services with every call.

 Extensive telephone contact with external and internal customers, so effective communication skills were essential. Extensive use of a variety of computer systems/applications. Negotiation, investigation, and settlement of disputes/claims with customers and assignment of errors to the appropriate work group. It was important to come up with win/win solutions in customer disputes, using diplomacy and tact, while gaining trust, so that high tension situations could be diffused. Billing adjustments, payment and voucher processing.

 Computerized accounting of GL, PR, AP using ACCPAC software.  Bank reconciliations, monitored cash flow (receipts and disbursements), intercompany transfers, franchise billing, inventory control, collections, petty cash fund control. Accounting liaison with restaurant managers and suppliers.

 Computerized accounting including PR, AP, GL, bank reconciliations for restaurants across the country. Tax preparation of payroll and sales tax returns. High volume of work, numerous deadlines, and heavy client contact. Accounting liaison with restaurant managers and suppliers.

 Part-time, seasonal tax preparation of individual, federal and state income tax returns.

Bachelor Of Science, Business Administration And Management, General

Certificate, Paralegal

Real Estate

Real Estate Broker Program to meet the educational requirements of the Colorado Real Estate Commission for a Colorado Real Estate Brokers’.