• Issuing and managing certificates of insurance, Auto ID cards, and endorsements. • Completing Policy Change Requests, delivering endorsements to clients, and invoicing to clients. • Preparing pre-renewal information and completing applications for insurance.• Completing binders and schedules of insurance.

• Reviews commercial applications, renewal requests and endorsements for adherence to underwriting authority and guideline as established by the company’s carriers.• Prepares and processes binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations as defined in the company procedures manual.• Secures loss runs and experience modification worksheets on assigned accounts.• Processes premium finance agreements as needed.• Assists clients through preparation of Excel spreadsheets and premium breakdowns.• Provides day to day support to Commercial Account Manager as needed.• Develops and maintains strong technical knowledge of commercial lines coverage and rating.

• Assists underwriters with quote, binder, and policy issuance workflows;• Works with and follows up with producers for any outstanding information;• Participates in regular internal audits of client accounts.• Implements and maintains a field service reputation that is recognized as superior in the industry;• Reviews and processes certificate and endorsement requests;• Returns calls and e-mails promptly and in all cases, within 24 hours of receipt;• Facilitates meeting planning, including the providing of agendas and key data for external business trips;• Provides backup to other assistants as necessary.

* Routinely and effectively interface with local Aon office project managers, client contractors and carriers to ensure client needs are being met.* Obtain all wrapup forms (notice of awards, insurance cost worksheet, enrollment, payroll, certificates of insurance, project completion) in a timely manner. Communicate effectively with contractors to obtain missing or incomplete forms.* Verify the data contained in received wrapup forms is reasonable and consistent.* Assess the quality and completeness or delinquency of team member activities.* Enter the data into the AonWrap computer application.* Receive and place calls from/to contractors and carriers to resolve problems in a proactive manner* Provide quality checks on data entered & correct and properly log errors.* Finalize contractor insurance credits and review offshore staff’s performance in calculating those credits.* Handle a workload of 15 to 29 projects with 1,000 to 1,700 individual contracts.

-Reviewed applications to evaluate, classify and assign the appropriate rate needed for insurance.-Handled any and all correspondence, records, and reports for processing.-Directed risk involved matters directly to manager for evaluation.-Prepared requisitions for credit reports, Motor Vehicle Reports (MVR), Dun & Bradstreet reports, and Loss Runs in order to compile and summarize pertinent information for underwriting worksheets.-Evaluated application forms, inspection reports and insurance maps.

- Marketed new and renewal accounts for agency specializing in insurance for franchised auto dealers. - Gathered underwriting data, analyzed the data, completed applications and submitted to carriers for quoting.- Reported claims to carriers, prepared claim status reports, made risk management recommendations, and handled customer service issues.- Maintained certificate and bond logs, issued in-house certificates and bonds, requested certificates and endorsements from underwriters, and followed up on unpaid invoices.- Placed cold calls to solicit new business and read industry periodicals to formulate lists of potential clients.-Provided direct customer service to clients and handled all their insurance needs including personal insurance.

- Coordinated the enrollment of subcontractors into the the Owner Controlled Insurance Program (the “Wrap”) for large commercial and residential construction projects.- Issued enrollment certificates, maintained the project database, and counseled trade contractors on the benefits of participating in an OCIP program.- Provided technical support to general contractors and project owners.- Traveled to and participated in risk management meetings, job site surveys, and Wrap orientations.- Prepared spreadsheets, insurance manuals and other documents using Microsoft Word, Excel, and Adobe PDF.Employee of the month: January 2008.