Licensed Account Manager

Licensed Account Manager
Local Insurance Agency – Connecticut
February 2019 to Present

Branch Assistant / Receptionist
Leading Insurance Broker – New York
November 2007 to February 2019

Provided professional administrative and clerical services to co-workers, managers, and supervisors.
Supported Commercial and Personal Lines Customer Service Representatives and Producers.
Downloaded, printed, and attached insured documents from carrier websites into Vertafore/AMS 360/WorkSmart/ImageRight programs.
Served as main receptionist: answer phones, meet and greet clients and visitors.
Received and signed for deliveries and packages.
Opened, sorted, and distributed incoming mail; prepared and stamped outgoing mail.
Kept postage meter up to date and refill postage as necessary.
Ran and printed Expiration/Renewal, Cancellation, and weekly/monthly reports; distributed to CSRs.
Scanned paper documents into ImageRight Scanner and assigned to correct CSR’s to-do list.
Created and mailed form letters to insureds.
Maintained, organized, tracked, and ordered office supplies, including personalized business cards, letterhead, and envelopes.
Received and forwarded commission statements/checks and branch invoices to the finance department for payment/deposit.
Acted as branch representative for ESOP committee.
Completed additional tasks and projects as needed and assigned by the Branch Manager.

Paraprofessional Substitute
Local Public School – Connecticut
March 2007 to December 2008

Worked under the direction of a certified teacher to support learning for individual students or small groups of students within the classroom.
Worked in Consolidated School and Meeting House Hill School with students from Pre-Kindergarten through 5th grade.

Team Leader / Underwriter
Investment Advising Firm – New York
November 1997 to May 1999

Managed a team of underwriters responsible for underwriting all parts of closed residential mortgage loans for bulk sale purchase.
Traveled throughout the United States to companies to review and purchase closed loans.

Mortgage Underwriter
Business Financing Group – New Jersey
September 1995 to October 1997

Analyzed customer information provided by inside sales and external bulk lenders for accuracy and compliance with AFC guidelines.
Performed final review of files and documents for approval authorization or bulk purchase.
Evaluated results of property appraisals and reviewed entire files for completeness and accuracy of all previous processing.
Monitored and facilitated loan processing, reviewed additional data resulting from closings, and re-evaluated loan status as required.

Financial Planner Assistant
Financial Planning Service – South Carolina
September 1993 to January 1994

Scheduled appointments.
Greeted customers coming into the office for their financial meeting.
Provided administrative support to financial planners and created charts for appointments with prospective and current clients.

Operations Assistant
Global Bank – New Jersey

April 1991 to August 1993

Responsible for the training of new employees and the preparation of Conventional Residential Jumbo mortgage documents from the date application received to the closing/funding date.
Assembled credit, legal and service files. Pre and post audit credit files. Notary public of New Jersey.

Mortgage Processor
Mortgage Lending Provider – New Jersey
July 1988 to March 1991

Gathered information and managed each file from pre-approval to closing.
Input proper loan information into the system for processing.
Ensured that all loan documentation was complete, accurate, verified, and compliant with company policy.
Verified loan documents including income, credit, appraisal, and title insurance, ultimately preparing the application for submission to underwriting.
Reviewed file documentation and ensured that all necessary items were requested.
Ordered and coordinated loan documents.
Met crucial deadlines as requested.

Active P&C License

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