Develop custom data driven insurance programs for clients and serve as the primary visible service arm providing day-to-day analysis of insurance coverage submissions and workflows through the coordination and execution of all facets of the analyses & marketing process. Manage professional marketing of clients’ insurance programs while cultivating, improving, and cementing positive broker and carrier relationship.• Researched, tested, and evaluated the accessibility of multiple project management software, determined most collaborative system, resulting in increased productivity and companywide implementation• Developed workflows and process and procedures, implementing a four-stage process that included feasibility, underwriting, presentation, and onboarding, allowing Staffing Risk Partners to determine account viability within 30-minutes• Process client coverage submissions, requests and communications for a book of business insuring $7M+ in premiums in 1st-year of business • Perform internal underwriting and market appetite fitness exams to achieve a bind ratio of over 75% of all submissions received• Examine client and carrier documents to determine degree of risk from factors such as exposure, financial stability, growth trends and loss ratios• Identify probable carriers to ensure client based on each carrier’s risk tolerance, exposure and historical programs prior to preparing new business submissions• Negotiate with carriers for insurance premium rates against competitor quotes, market appetite, and best source for the client’s needs based on detailed analysis of client information, resulting in negotiating lower pricing 70% of the time• Developed knowledge of insurance products and usage, insurance markets, insurance rating and underwriting procedures• Provide customer and personal services, including conducting customer needs assessments, meeting quality standards for services, and evaluating customer satisfaction

Licensed Property & Casualty Insurance Agent with accountability for providing insurance services that include identifying and securing insurance for clients, ensuring compliance, training staff on processes & procedures, analyzing collateral and accounting reports and making recommendations for improvements.• Trained four new employees on processes, procedures, software, and individual programs, and assist 100+ employees with MS Excel• Organized, evaluated, and communicated monthly collateral reports for clients with annual premiums of $1mil+ from SUNZ Insurance Company• Assisted in preparing proposals for potential and renewing clients’ commercial insurance programs for carriers such as Cincinnati Insurance, CNA, Chubb Insurance and The Hartford• Acted as a liaison between underwriters from various carriers and clients to streamline payments, reporting, endorsements and communications• Reviewed sub-clients’ contract requirements to ensure clients are compliant with contractual obligations providing income and opportunities for client success• Analyzed and reviewed Liability and Workers Compensation premium audits accuracy and proper calculation from carriers such as Nationwide, Synergy Coverage Solutions, Key Risk Insurance, Hanover and Work First Casualty Company• Responded to and tracked client requests to issue 10,000+ proofs of insurance YoY for a book of business of 40+ clients • Researched national and individual state Workers’ Compensation bureaus; Pennsylvania & Delaware Compensation Rating Bureaus (PCRB/DCRB) and National Council on Compensation Insurance (NCCI) to cultivate a working knowledge of Workers Compensation class code• Advised client on appropriate employee payroll classification for workers compensation insurance premium calculation by reviewing client’s earnings records, job responsibilities and risk & hazardous employment exposures

Organize receivables to post on specific accounts.Create payables statements for company invoices.Generate account current reports based on current accounts payables.Research general ledger reconciliations and external company correspondence.Maintained consistent communication with account managers, regarding aging accounts and reconciled unapplied cash deposits.

Managed inventory decision-making, scheduling responsibilities, and employee training.Played role as key decision maker for incoming inventory.Managed large quantity orders for various age groups and sports teams.Utilized gained knowledge of inventory to ensure customer service, satisfaction and safety.Engaged with multiple manufacturers to maintain accurate information relayed to customers.

Expense analysis & tracking in Quickbooks AccountantEvaluate Monthly and Annual financial statements