- Issue Certificates of insurance for Local Markets- Issue Certificate of insurance based upon contracts- Verify insurance of vendors for Local Markets

Issue certificates of insurance for 2020 renewal and for local marketsIssue certificates of insurance based upon contract with customersVerify insurance for vendors and worked with vendor and/or agent to meet DH Pace requirements

Client Manager – Select Business Unit November 2013 - present • Review insurance policies for accuracy • Request, review and process endorsements • Issue certificates of insurance and evidence of property with 6-hour turnaround time• Gather critical information to market and place new business for an average $25,000 new revenue annually• Coverage reviews with clients • Solely managed approximately 500 renewal policies for approximately $260,000 of revenue with high client satisfaction• Develop and maintain strong relationships with decision makers by being responsive• Exercise problem solving skills by educating and providing support to clients• Detailed orientated and organized• Ability to adapt to ever changing client needsClient Manager – Restaurant Unit August 2011 - November 2013 • Reviewed insurance policies for accuracy • Requested, reviewed and processed endorsements• Issued certificates of insurance and evidence of property with 12-hour turnaround time• Exercise problem solving skills by educating and providing support to clients

Client Services Coordinator for 3 Client Managers June 2007 - August 2011 • Reviewed insurance policies for accuracy • Requested, reviewed and processed endorsements with 24-hour turnaround time• Issued certificates of insurance and evidence of property Accounting November 2006 - May 2007 • Input direct bill commissions • Initiated electronic filing process • Issued vendor and carrier checks

Marketing various professional speakers to companies or organizations for speaking engagements/entertainment.

Flexible Benefits Administrator May 1997 – July 2006 The EPOCH Group, L.C. • Annual enrollment and performed employee enrollment meetings • Non-discrimination testing • Implementation of Flex Convenience Card and balanced individual accounts • Prepared plan documents based upon client plan design • Helped create department manual • Assisted with Re-insurance filings • Implemented and maintained 24-hour turnaround time for claims processing • Increased participation from under 2,000 with 30 clients to almost 6,000 with 70+ clients by being listening and being responsive to client needs• Department ranked highest in client satisfaction surveys multiple years • Assisted with Sales and Marketing duties including completion of questionnaires and preparing proposals