Bookkeeping & Outsourced CFO Services

 Conduct audits of selected Commercial Lines adjustable policies. Determine and develop premium basis and classification.  Perform physical audits in multiple states to optimize aptness and efficiency. Independently coordinate personal visits with current customers, prospects, salespeople, and underwriters

 Analyze claims to help identify loss trends and suggest solutions for improvement Assist underwriting by making risk assessments and analyzing the cost of property and liability exposures Evaluate hazards and make appropriate recommendations to eliminate or reduce the potential for loss Help salespeople present proposals by giving risk analyses, safety meetings, and client trainings Present new and pertinent information to association meetings

 Worked with clients to prepare comprehensive financial plans that fit their individual needs Made and presented financial decisions regarding retirement, insurance, lending, education, and estate planning to current and prospective clients Analyzed financial portfolios to advise clients and proposed ways to for clients to meet their goals Quarterly present financial reports to customers for their review and questions  Prepared monthly and quarterly financial reports for both management and clients Completed on-going due diligence of investment products to keep clients invested in optimal products Responsible for customer service in financial planning and investments; duties included answering customer queries, problem solving, entering trades, and providing detailed information on products Served as the technical coordinator for the office

 Determined risk for the company by administering credit analysis techniques for new applicants  Assisted with creating new credit programs used to cut down on bad credit allowances  Limited bad risk exposure by analyzing financial statements Utilized research, analytical, writing, and computer skills to carry out evaluation projects Approved credit lines for small businesses up to $25,000

 Obtained my property and casualty insurance license Conversed daily with clients to assess their current needs and explain coverage  Ran analysis of existing property structure to assess real property insurance needs Explained how claims affect policyholder’s rating and insurability Verified customer information and processed changes while complying with corporate and state procedures, often interpreting state laws and company directives to policy owners Promptly dealt with customer service concerns and complaints by phone