Sheree Mcclellan Email & Phone Number

Phoenix, Arizona Area

• Complete the process of New Business, Renewals, and endorsements in the company’s data system and paperless system for Medical Mal-practice, sorting, scanning and mailing documents, handle large amount of emails/faxes.
• Working one on one with assigned Underwriter
• Assisted to train new employees as they are hired.
• Set up applications in company systems.
• Process Quotes, New Business, Renewals and all types of Endorsements in companies system.
• Complete and mail All types of Endorsements, Polices and Renewals.

Scottsdale, Arizona

• Process policies and endorsements in the company’s data systems, for multiple lines of business; Appointed to train others on polices and endorsements for multiple lines of business; Review and assign submissions to.
• Assisted with training outsource company who will acquire my position and tasks.
• Create and generate policies, with 90%-97% accuracy, for multiple lines of business.
• Lead on Insight and EPLI polices.
• Developed and maintain manuals on processing polices and endorsements for E&O, Insight (Insurance Agents, Architects & Engineers and Accountants on admitted programs) and EPLI.
• Volunteered to lead the implementation of ImageRight (Paperless work environment) – to create a paperless work environment. (Received employee of the Quarter for my roll on this project)

Basic Course

I have taken basis English and Math Classes, following up now with Word and Excel classes within the next year.

High School Diploma

Activities and Societies: Chorus and Woodworking