Valerie Murphy

Valerie Murphy Email and Phone Number

Commercial Lines Account Management - Customer Service @ Metro Insurance Services
17421 Irvine Blvd, Tustin,CA 92780,United States
Valerie Murphy's Location
Brea, California, United States, United States
Valerie Murphy's Contact Details

Valerie Murphy work email

Valerie Murphy personal email

n/a
About Valerie Murphy

Current role: Accounting manager/controller/office manager at Bridgeport Insurance Brokers, celebrating our 45th year. Reporting to the President. Daily, I handle all accounting functions at the agency: AR, AP, Billing, GL, Month end close, Payroll, ACH/EFT/Wire payments, credit cards, daily banking, bank account reconciliation, Producer commission reports. Also, the more complex functions: GL maintenance, Excel spreadsheets, month end preparation and close, financing reporting to our parent company, insurance carrier payable reconciliation, commission statement verification and preparation, vendor payables, agency management system maintenance, aged receivable review, return premium verification and issue, relations with premium finance providers, oversee the maintenance and operation of agency computer systems, office machines, phone system, negotiation and review of contracts, ensure all licenses maintained and renewed, light HR, assist CSRs and sales with projects, troubleshoot computer program errors/training needs with all users, set and implement budget goals, bank account reconciliation. My position is unsupervised subject to quarterly audits by our partner. My work is accurate and pace is fast. I enjoy what I do.

Valerie Murphy's Current Company Details
Metro Insurance Services

Metro Insurance Services

View
Commercial Lines Account Management - Customer Service
17421 Irvine Blvd, Tustin,CA 92780,United States
Employees:
7
Valerie Murphy Work Experience Details
  • Metro Insurance Services
    Commercial Lines Account Management - Customer Service
    Metro Insurance Services
    Brea, Ca, Us
  • Bridgeport Insurance Brokers An Acrisure Llc Agency Partner
    Accounting Manager/Office Manager/Marketing/Customer Service
    Bridgeport Insurance Brokers An Acrisure Llc Agency Partner Apr 2016 - Present
    Los Alamitos, Ca
    Performed all operational & accounting aspects of this independent transportation (trucking) insurance brokerage. Accounting - invoicing, carrier premium payables, vendor payables, producer/broker commission reconciliation and payment, daily banking and deposits, processing of ACH/EFT/Wire transactions, financial reporting to CEO and home office, production variance analysis, income/expense review and reporting, GL maintenance, month end closing. HR - Payroll entry, time tracking, benefits administration. Systems - Evaluate & procure program/apps needed to streamline operations, basic IT troubleshooting, thorough knowledge of Applied TAM, working knowledge of Applied Epic, DOI licensing compliance, Vendor & carrier contract review. Customer service - Account management - Assist clients/carriers/staff with endorsements, driver additions, issuing certificates of insurance, motor vehicle reports, invoicing & accounting questions. Marketing - complete applications of insurance for submission to the carriers/MGAs, determine marketability, gain new markets, communications to the insurance carriers, use online rating programs to obtain quotes, record and track progress from prospect to proposal.
  • Currently Seeking New Opportunities In The Insurance Industry
    Commercial Insurance Account Manager
    Currently Seeking New Opportunities In The Insurance Industry Nov 2015 - Present
    Orange County, California Area
    Policy placement and marketing, retention of accounts, profitability assurance, prioritizing a high volume of workload, liaison between the client - insured and the insurance carrier or MGA, account management, oversee a busy book of business, renewal processing, information and data collection, verbal and written communication, business development
  • Exclusive Rv Services, Inc.
    Office Manager L Co-Founder
    Exclusive Rv Services, Inc. Apr 2000 - Oct 2015
    Pomona, Ca.
     Established this indoor RV storage business from 2 customers and 8,000 sq.ft. of storage space to 200+ customers and 100,000 sq.ft. of space  Generated new customers through trade show attendance, business to business contacts within the RV industry, local newspaper campaigns, trade publication advertisement, RV club involvement, and a customer referral program Oversaw the implementation of the computer programs which served to maintain the customer records, accounts receivable, accounts payable, and banking records,  Resolved customer concerns and developed a network of vendors/contractors in order to maintain a “one stop shop” reality  Maintained the accounting records, invoiced clients, collection calls, monthly statements, bank deposits, and financial reporting
  • Sentinel Financial, Inc. Dba Sentinel Truck Insurance A Division Of Los Angeles Freightliner
    Agency Manager L Commercial Insurance Broker
    Sentinel Financial, Inc. Dba Sentinel Truck Insurance A Division Of Los Angeles Freightliner Mar 1987 - Jan 1998
    Whittier, Ca.
     Oversaw the development of the agency from a monoline physical damage agency representing one carrier into a multi-line, full service, insurance brokerage representing 22 carriers Negotiated with premium finance sources for rates and payment plans more favorable to prospective clients Obtained insurance company and MGA, appointments (several required out of state travel) Recruited, trained, and supervised the agency’s staff prior to moving full time into sales Generated new business through cold calls, customer leads, trade publication advertising, visiting truck dealerships, and implementing referral/lead programs Determined coverage needs, prepared submissions for market and obtained quotes Maintained all client information in TAM (The Agency Manager software program) Advised clients of policy provisions, stipulations, exclusions and resolved coverage issues Implemented a successful time management system and ensured profitability of my book of business through prioritizing, quickness of action, and delegation to other departments  Familiar with all aspects of the agency: certificates of insurance, MVRs, additional premium calculation, invoicing, accounts payable

Valerie Murphy Skills

Sales Customer Service Leadership Team Building Coaching Public Speaking Customer Retention Problem Solving Office Management Microsoft Excel Insurance Insurance Brokerage Organizational Leadership Face To Face Sales Event Planning Microsoft Word Training Insurance Policies Professional Phone Skills Accounts Payable And Receivable Collections Typing Organizational Development Tam Certificates Of Insurance 10 Key Quickbooks Letter Writing Internet Savvy

Frequently Asked Questions about Valerie Murphy

What company does Valerie Murphy work for?

Valerie Murphy works for Metro Insurance Services

What is Valerie Murphy's role at the current company?

Valerie Murphy's current role is Commercial Lines Account Management - Customer Service.

What is Valerie Murphy's email address?

Valerie Murphy's email address is vm****@****nce.net

What are some of Valerie Murphy's interests?

Valerie Murphy has interest in Education, Children.

What skills is Valerie Murphy known for?

Valerie Murphy has skills like Sales, Customer Service, Leadership, Team Building, Coaching, Public Speaking, Customer Retention, Problem Solving, Office Management, Microsoft Excel, Insurance, Insurance Brokerage.

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