Valerie Murphy Email & Phone Number

Brea, Ca, Us

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.

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

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

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