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 that come in identify, sort and import into paper less system. Appointed to train new employees on polices and endorsements and various odd jobs.• 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.• Lead on New Project of handling Manual Renewal Process to make process easier and faster• Lead on keeping Procedures updated to ensure best quality of performance of a task.• Sort and scan all loose mail/documents that is need to be imported into company paperless system.• Leaded on handling RRS project – an analyst program to deter main risks for company.

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 the appropriate Underwriter and department; Assigned the lead position in handling department projects; Back-up supporter in prepping and scanning documents into ImageRight; Serve as back-up receptionist; Use of FedEx, UPS software and meter machine equipment to process office mail; Received, filed and delivered mail to all company departments.• 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)• Received 4 promotions within the company

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