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Click here or scroll down to respond to this candidateDianeHuxtable-MerzoianStreet Address Oak Hollow WayAltamonte Springs, FL Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEProfessional SummaryTo acquire a challenging and rewarding position that will utilize my work experience, educational background, interpersonal and organizational skills. To employ my knowledge and experience with the intention of securing an opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise. Skills Microsoft Word, Microsoft Excel Microsoft PowerPoint, Microsoft outlook Microsoft Teams, Microsoft Teams Phone System/VPN in Windows (Remote/Hybrid) Email, Microsoft Teams, and the Internet (Microsoft Suites 365 technology). ExperienceAscensus, LLC. Lake Mary, FLAssociate Policy Administrator May 30, 2023 April 23, 2024 Prepare and provides day-to-day policy administration regarding death benefit changes, policy surrenders, policy loan processing, policy owner, and beneficiary changes. Process premium loan interest invoices and schedule policy value reports. Complying plan document provision reports using companys regulations, guidelines, and procedures within the Insurance/Financial Institution. Provide optimal level of customer services to all clients while maintaining documents and reports according to required standards, and determines premium amount based on communication with Senior Consultants or Financial Analyst and Trading Department. Orders Monthly reports, prepare and process premium and loan request invoices for the Accounting Department as well as downloading, formatting, auditing, and forwarding all reports to clients. Track and analyze client deliverables for completeness and prepares clients financial statements in a timely manner while scheduling the policy value reports, including formatting and forwarding to clients monthly. Reviews and forward client carrier confirmation statements. Compile monthly premiums and fee reports. Record wire transfers and ACH transactions.Carestream America Medical Lake Mary, FL March 03, 2022 - April 2023 AR/AP Accounting Clerk Maintaining and keeping financial records Effectively updating reports, while recording a wide range of transactions which includes providing administrative assistance to the accounting department as well as preparing statements that confirm the accuracy of database information. Monitor accounts for incoming payments, while resolving clients billing issues and questions, and making sure that all payments posted to clients accounts correctly. Track, research and records daily financial transactions, and reconcile accounting documentation problems and discrepancies. Prepare financial statements ensuring that business financial operations are accurate and efficient regarding the process of incoming revenue while reviewing clients payments for accuracy in a timely fashion. D HMLiberty Mutual Insurance Group Heathrow, FL June 1998 January 2020 Customer Contact/Processing Specialist Associate ll Preparing insurance forms, documents, and endorsement procedures. Analyzing, organizing, and maintaining the accuracy of endorsements within a 24hr. period. Processing auto and homeowners insurance transactions to provide customer service and support efforts to acquire and retain profitable business. Frequently exercises initiative and independent judgement solving underwriting problems of limited scope and complexity. Ensuring that policy transactions are issued, and changes documented accurately and in a timely manner by rating and/or entering transaction such as quotes, new business, endorsements, cancellations, and renewals. Screening transactions to determine proper processing and minimizing policies turn-around time by completing all pre-work before referring to underwriters. Provides timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening of transactions. Utilizes technical systems effectively, including desktop call center specific phone systems and internet supports. Participate in office and departmental learning programs while performing additional duties as assigned and successfully mentors and assist team members with escalated issues. Liberty Mutual InsuranceAssistant Underwriting Account Associate Help to decrease the value of auto and homeowners policies when the risk is substandard and specify applicable endorsements by applying rating to ensure a safe and profitable distribution of the risk using reference materials. Evaluate the possibility of losses due to catastrophe or excessive insurance. Corresponds with various external parties to maintain compliance with state-specific requirements, analyzing, evaluating financial data and risk following contract, property or insurance laws while identifying financial risks to the company and reviewing data on insurance applications or policies. Promote excellent customer service and related activities including working with Management Teams to write correspondence, prepare insurance forms, documents, and endorsements procedures of producing policies and solving underwriting issues of complexity Contributes to effective marketing of company products by answering agents questions, resolving agents problem topics such as policy status, and billing along with additional information as needed, and explaining new or revised products and processes Order miscellaneous reports as needed in the rating and underwriting processes, such as motor vehicle reports, loss history reports and credit check. Successfully mentors Underwriting Assistants, Sales Representatives, and actively participates in training and ongoing development of team members.EDUCATIONMasters Degree Human Resource ManagementStrayer UniversityBS Degree Supervision & ManagementDaytona State College, Daytona Beach, FLAA Degree General EducationDaytona State College, Daytona Beach, FL |
