Accomplished Operations/HR Manager with a proven track record at Global Coverage, Inc., excelling in HR reporting and fostering employee engagement. Expert in managing complex HR and operations, ensuring compliance, and enhancing organizational development. Skilled in HRIS software, with a knack for strategic recruitment and retention, significantly contributing to company growth and operational efficiency.
Overview
22
22
years of professional experience
Work History
Operations/HR Manager
Global Coverage, Inc.
New York
10.2017 - 05.2024
Managed staff HR and benefits for 50+ employees, including solving any HR related problems
Communicated closely with the Head of Operations regarding the needs, concerns, or issues in the office
Managed company's licensing and compliance agreements over 45+ state licenses for an insurance brokerage firm
Managed and assisted in the facilitation of the insurance brokerage company's carrier and wholesaler agreements to write business within over 45+ state appointments throughout the United States
Ensured accounts payable, employee benefits, inventory, and invoicing records were accurately kept and organized
Developed relationships with vendors and contractual agreements to present the company in a professional manner
Managed phone VoIP system and programming of the phone system as well as trained staff and answered phones for the company when receptionist was away
Worked alongside IT staff on any computer-related, office equipment, and server management
Underwriter Assistant
Service Lloyds Insurance Group
Austin
08.2014 - 10.2017
Initial setup and processing of new workers' compensation submissions for underwriter review
Handle correspondence for policy issuance, non-renewal notices, and endorsements
Assist underwriters in pre renewal policy analysis to include reviewing forms and endorsements as needed, researching claims history, loss ratio analysis, audited payroll reports, payment history and other rating reports from NCCI as requested by underwriters
Process endorsements and cancellation notifications as requested
Review completeness of submissions, policy issuance both new and renewals and ensure policy delivery to brokers in a timely manner
Manage, organize and prioritize multiple tasks effectively
Ability to effectively communicate with all levels of personnel both internal and external to include producers, marketing reps, underwriters, loss control, audit and accounting staff in order to obtain accurate information for servicing and for policy issuance
Handle other duties, assist in software conversion troubleshooting, special project management as assigned
Underwriting Assistant / Account Manager
World Wide Re, Ltd
Staten Island
08.2009 - 06.2013
Company Overview: International Reinsurance MGA
Assisted underwriters in overall risk analysis of P&C RI agreements
Created strategic underwriting & financial analysis reports for review by Chief Underwriter & CFO
Acted as liaison between the MGA and reinsurer's auditing firm and staff to assist in financial regulatory requirements
Developed and maintained digital and physical filing systems for all underwriting, claims, & accounting departments
Designed, created, and maintained a reinsurance database utilizing MS Access
Authored procedure manuals along with coding definitions for use with the reinsurance database created
Mentored and trained 1-3 technical staff on administration of underwriting, claims processing, and premium collections
International Reinsurance MGA
Accounting, Claims, & Underwriting Technician
European Underwriters Group
Austin
10.2004 - 07.2009
Company Overview: International Reinsurance MGA
Underwriter Technician - processed new and renewal Facultative Slip P&C and Treaty RI agreements; managed existing & created new files with emphasis on attention to detail to include confirmation of updated survey reports and client information, etc
Assisted underwriter in follow-up and tracking of policy negotiations through final slip agreement
Assisted underwriter in renewal analysis researching claims history and gathering additional reports as requested for review
Processed endorsements and cancellation notifications as necessary
Accounting Technician - processed, booked, and collected original, renewal, and adjusted premiums; process of cancellation notifications and claim payments; created earned and unearned premium reports as requested
Claims Technician - processed reinsurance claims based on layer and coverage terms; managed claim files
Data-entry of P&C RI policies (initial intake thru binding), claims entry, and accounting entry
Managed underwriting, claims, and premium bordereaux and treaty covers written by additional MGA binding agreements as authorized by EIRe's client from producers within London, Hong Kong, and Australia markets
Merged all MGA production bordereaux with risks written by EIRe utilizing MS Excel (imported & extracted data) to create various business analysis reports for review of world-wide exposures on behalf of reinsure
Acted as liaison between the agency and the reinsures auditing firm and accounting staff in assistance to the reinsures financial year-end reporting for all reinsurance business written and managed by the agency
International Reinsurance MGA
Operations Manager / Reinsurance Industry Trainee
Norwich International Management, Ltd.
Wimberley
08.2003 - 10.2004
Company Overview: Reinsurance Industry Trainee
Trainee of the reinsurance industry with the purpose of establishing an underwriting and brokerage MGA in Norwich, UK
Managed & facilitated contractual agreements; such as, mobile phone contracts, banking, office supplies, etc
Expense report management & reconciliations on behalf of directors and underwriting staff
Travel coordinator - arranged international and domestic air travel, hotel, and car service for clients and directors
Researched and subsequently met with Ireland's insurance regulatory authority seeking future endeavors within the EU
Assisted the CFO in creating a budget analysis for future travel, supplies, staff, and additional computer/server equipment
Utilized QuickBooks in the accounts receivable of premiums and management fees due agency
Collaborated with US and UK teams to improve various operational and administrative procedures
Coordinated and maintained direct relationship with insurance/reinsurance brokerage firms via travel, phone, and email
Reinsurance Industry Trainee
Manager of Administration Department
Texas Commission on Private Security
Austin
07.2002 - 08.2003
Company Overview: State of Texas' private security regulatory agency
Supervisor of the administrations department of the State of Texas' private security regulatory agency
Reported directly to Executive Director
Managed initial intake & processing of the private security industry's state required registration(s) and fees
Coordinated with agency's CPA regarding agency's budgetary requirements
Collaborated with the investigations management team to improve cohesiveness between departments
Supervised 7 administration staff members - switchboard operator, data-entry clerks, mail clerks
Responsible for all payroll and payroll related reconciliation reports; such as, IRS 941's, employee's retirement accounts