Assisted Risk Manager with all aspects of the Risk Program.Manage strong relationships with LHI insurance broker, insurance carrier and internal / external LHI employees.Responsible for gathering exposure information for large program renewal from internal and external LHI employees.Independently work with LHI broker and LHI operations through renewal of policies.Work with LHI broker on renewal strategy regarding the issuance of certificates and auto ID cards.Distribute insurance certificates and auto ID cards at renewal and during the policy period.Add insurance documents at each renewal, including auto ID cards to SharePoint.Create certificate request for LHI employees and verify requested limits and wording.Review contracts for insurance requirements and special wording and provide guidance where needed.Work with Corporate Controlling regarding premium allocations.Organize and manage >$450M bond portfolio. Instrumental in reducing bond portfolio by $20M which included working with LHI internal and external employees along with colleagues at Marsh, as well as multiple State agencies to receive a bond release and/or issue replacement bonds.Create and send the Monthly Bond Report consisting of pivot tables to demonstrate bond liability amounts, bond premium amounts, and bond counts by surety company, principal and bond type.Create bond request forms and verify all information is received before submitting to broker.Maintain data quality of risk management systems (STARS).Worked with RMIS Vendor (STARS) to implement a more streamlined process of reporting. Recognized reduction in man hours of 50 percent.Assist with any property and/or casualty claim with internal & external LHI employees.Maintain self-insured reporting for 8 States and State Funded reporting for 1 State. Manage all aspects of risk and claims invoicing. Deliver reporting of claims to internal and external Lehigh employees.Fulfill Auditor information requests in a timely manner.

Using a software program, reviewed Auto, General Liability, Workers' Compensation and Umbrella policies once received from Insurance Carrier.Verified each policy matched the Binder and any scheduled exposure information.Documented any discrepancies with the policy and submitted to the Placement department.

Trained new employees on agency management system work flows and required data entry, agency procedures, Outlook, RightFax and company Intranet.Created the employee training manual in its entirety with detailed step by step documentation of company work flows and procedures.Tested new versions of agency management systems for accuracy and new work flows.Reported inconsistencies of Agency Management Systems to management.Scheduled training classes and prepared presentation for existing employees to train new work flows or refresher classes.Responsible for tracking attendance for classes.Trained existing employees for promoted positions.Scheduled and coordinated web based classes and distant learning for all company employees.Managed scheduling and communication to prospective training vendors.Responsible for ordering materials for new employees to pass Licensing exams and continuing education.Worked the company help desk for our agency management systems and followed through to ensure their issue was resolved in a timely manner. Attended meetings with end users and management to discuss new and existing work flows.Created portals for external customer access.Trained and created documentation for external customers.Scheduled and proctored exams for employees.Responsible for the scheduling of the training room.

Assisted two Account Managers with daily tasks.Invoiced policy and endorsement premiums.Requested and processed Endorsements.Followed up with clients and underwriters for various items.Issued Certificates of Insurance and Auto ID Cards.Prepared Proposals and Renewal Surveys for clients.Adhered to strict time-line of renewals.Checked Audits for clients' policies.Completed ACORD applications for submission to underwriters.

Handled various client service needs.Completed ACORD applications for submission to markets.Followed up with underwriters for quotes.Followed up with clients for various items.Prepared Proposals for clients.Invoiced policy and endorsement premiums.Performed preliminary policy checks.Resolved any accounting issues.Issued Certificates of Insurance and Auto ID Cards.Maintained a suspense list on all accounts.Processed Audits for clients' policies.Requested and processed Endorsements.

Assisted 2-4 Client Representatives with daily tasks Invoiced endorsement premiums.Processed Endorsements.Helped with Proposals and Submissions.Entered renewal information in M-Trade Program.Performed preliminary policy checks.