Account Coordinator
WORK EXPERIENCE
Account Coordinator
Local Insurance Brokerage – New York
September 2022 to March 2024
- Managed insurance policy quoting, binding, and issuance.
- Processed payments and maintained records in Choices.
- Collaborated with underwriters for policy adjustments.
- Provided administrative support and related services as needed.
Admin/Tech Assistant
Big 15 Insurance Brokerage – New Jersey
June 2021 to September 2021
- Processed insurance applications and generated Certificates of Insurance.
- Created Excel documents for client meetings; tracked policy data.
- Design and developed Excel presentations and documents for analytical and informational purposes.
Account Service Coordinator
Local Insurance Agency – New York
March 2020 to March 2021
- Updated accounts and issued documentation in Applied Epic.
- Resolved billing discrepancies and ensured policy compliance.
- Issued and managed Workers Compensation and Disability Policies using NYSIF carrier.
Client Service Associate
Global Insurance Brokerage – New York
June 2018 to October 2019
- Supported data entry and invoicing in Epic and DMS systems.
- Assisted in client communications to enhance service efficiency.
- Reported policy cancellations to Managers enabling them to investigate and reinstate policies leading to increased policy retention rates.
Workers Comp Investigator
Claim Investigation Service – New York/New Jersey
2013 to 2015
- Investigated fraud cases; maintained records and generated reports.
- Communicated findings to improve fraud detection processes.
EDUCATION
AAS in Criminal Justice
Local College
CERTIFICATIONS
Active P&C License