- Negotiated policy coverage and premiums for Auto, Property, Worker’s Compensation and General Liability insurance - Demonstrated a high level of customer service with brokers to build and maintain relationships by conducting successful account negotiations, pre-renewal meetings, presenting insurance proposals and understanding the agents portfolio business- Managed a profitable book of business by analyzing and reviewing the portfolio, maintaining account files and documents including insurance policies, financial statements, insurance binders, submissions, and all risk management documents - Documented files that reflect a solid thought process and decision making through comprehensive account reviews and receiving the appropriate sign-offs from senior level personnel in accordance to pre-established underwriting guidelines- Worked with a team and Business Unit managers on accounts to identify any significant and unusual risk exposures - Collaborated with colleagues to assist with analysis of accounts and on special projects such as competitor analysis in regards to coverages, financials and risk appetite - Resolved customer issues or disputes identified through the underwriting process- Responsible for office employee engagement by coordinating office and charity events

- Act as the first point of contact for general income tax questions - Establish and amend payment plans

- Learned cash control procedures by reviewing and processing the weekly and monthly bank reconciliation- Assisted customers with claims involving auto and home insurance - Promoted banking products and services to assist both new and existing customers with the knowledge and benefits of the bank products- Reconciled with different departments to resolve client disputes regarding billing and claims- Compiled and reviewed pertinent information from clients necessary for writing new business

- Awarded employee of the month for June 2011 for exceeding job expectations- Addressed the questions of customers on a wide variety of products which led to better communication skills- Collaborated with warehouse team members in order to make sure the retrieval and replenishing of electronics was done in a quick and efficient manner- Learned inventory control procedures by completing the high end inventory audit and reporting information to management