Samantha Bundy Email & Phone Number

Chapel Hill, Nc, Us

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

• Organizational Governance: Expertly advise and support governing boards on governance matters, ensuring compliance with organizational bylaws and facilitating strategic planning sessions to drive growth and development initiatives.• Financial Management: Manage budget preparation, financial reporting, and compliance activities, ensuring adherence to board-set financial parameters. Oversee revenue operations, monitor investments, and coordinate year-end audits to maintain financial solvency and viability.• Constituent Service & Public Relations: Cultivate positive relationships with constituents and stakeholders, responding to inquiries, and implementing constituent service initiatives aligned with organizational goals. Represent clients at industry functions and collaborate with related organizations to enhance public perception and support.• Marketing & Business Development: Collaborate with leadership to develop marketing strategies, promote services, and expand client base. Contribute to new business acquisition efforts by leveraging industry knowledge and client relationships.• Administrative Excellence: Support organizational functions by participating in meetings, task forces, and professional development activities. Ensure accurate documentation and timely completion of administrative tasks to uphold operational standards.• Training & Development: Facilitate training programs and mentorship initiatives to enhance staff capabilities and foster a culture of continuous learning and development within the organization.• Event Management & Coordination: Plan and coordinate board meetings, conferences, and related events, ensuring seamless execution and stakeholder satisfaction.• Communications & Content Management: Develop and maintain website content, publications, and communications materials to promote organizational initiatives and enhance visibility.

Raleigh, North Carolina, United States

Raleigh, North Carolina, United States

• Managed projects from procurement to commission. • Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts. • Implemented and supervised market research projects from start to finish with focus groups, surveys and interviews. • Managed campaigns for various clients that consistently exceeded sales goals. • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary. Matched purchase orders with invoices and recorded necessary information.

Raleigh, North Carolina, United States

• Interviewed clients to obtain information relevant to cases. • Designed documents in Litify, creating or adding fields for reviewers, searches and indexes. • Revised and finalized letters, briefs, and memos. • Contacted clients to schedule appointments and discuss progress of cases. • Communicated with healthcare providers and insurance carriers to verify treatment and liability status. • Managed between 100-150 personal injury clients for several different attorneys.

Raleigh-Durham, North Carolina Area

• Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability. • Negotiated total loss settlement agreements to resolve disputes. • Evaluated insurance policies and analyzed damages to determine coverage. • Prepared summaries of damage, payments, and policy coverage. • Interviewed agents and claimants to correct errors or omissions and investigate questionable claims. • Trained other claims staff members on proper handling and evaluation of injury claims.

Pekin, Illinois

• Responsible for processing transactions on larger, more complex commercial lines policies. Transactions include quotations, new business issuance, policy changes, policy renewals, and premium audits • Duties include data input, rating, coding, verifying and forms attachment for larger, more complex commercial lines policies • Work directly with Underwriting and Audit staff on insuring the accuracy and completeness of larger, more complex commercial lines transaction in order to maximize the quality of the commercial insurance product delivered to our customers • Achieved 200% over production standards processing transactions on commercial lines policies, including quotations, new business issuance, policy changes, policy renewals, and premium audits.• Delivered a month to month error ratio of less than 0.009% inputting data, rating, coding, and verifying forms, while working closely with the Underwriting and Assistant Underwriting staff to ensure accuracy of all policies. • Facilitated quality improvement projects, including the creation of documentation for new hires and provided one-on-one training for employees on complex commercial lines procedures.

Raleigh-Durham, North Carolina Area

• Reviewed applications/changes to ensure that all required information is available for rating and coding, if applicable, and entry into the policy processing systems. • Corresponded with agency force for required information and document accordingly. • Analyzed and entered new business and rewrite applications into the applicable processing system. • Rated and completed code sheet and/or endorsement for manually issued policy changes and new business. • Analyzed and entered policy changes, cancellations, and reinstatements into the appropriate processing system. • Exceeded daily production goals, both in reviewing new applications and inputting changes to existing policies ensuring that all required information was available for rating, coding, and entry into the policy processing systems. • Designed and integrated a complete rating and code sheet in Microsoft Excel for manually issued policy changes and new business, improving accuracy and efficiency across the department.• Coordinated with a cross-functional team to process client database changes according to department procedures and guidelines.