Tracey Applegate Futran Email & Phone Number

Tulsa, Oklahoma, United States

- Supervise team of 5 surplus lines coordinators- Ensure all state regulations & internal compliance requirements met on surplus lines placements

Tulsa, Oklahoma, United States

- Coordinate with Servicing Teams regarding the preparation, reporting, and all other aspects of Surplus Lines filings-Verify all incoming filing paperwork, as well as the invoicing of premium, surplus lines taxes, and fees comply with state requirements-Guarantee that proper tax payments & reports are submitted on time and in accordance with state.

Greater San Diego Area

- Assist with all aspects of agency and staff insurance licensing, as well as surplus lines requirements- Coordinate with applicants, state agencies, and carriers to ensure timely license and appointment acquisitions along with renewals, while maintaining compliance with all applicable regulations - Sustain the organization's compliance with Departments of.

Greater San Diego Area

-Maintain a working knowledge of Federal, State, and Institutional policies governing Title IV student aid programs -Evaluate student requests, identify issues, and determine appropriate means for resolution -Work closely with other student facing and non-student facing staff including admissions, student accounts, student finance, and registrar. -One of.

Greater San Diego Area

-Train and mentor new employees-Answer on average 100 inbound calls daily -Handle diverse student population -Assess needs and attempt conflict resolution -Effectively communicate with multiple departments to ensure student needs are met -Trained in multiple departments including Academics, Finance, Military, and Registrar -Strictly adhere to all Family.

Bachelor Of Arts (B.A.), Sociology And Organizational Management, 3.88

Activities and Societies: Alpha Sigma LambdaMade Dean's List in 2014, 2015, and 2016.

Bachelor Of Arts (B.A.), Communication, General

Transferred to Ashford University January 2014.