Commercial Property Insturance - Client Processing Specialist

Continued…

Herndon, VA 703-***-**** adi3sx@r.postjobfree.com

Highly-motivated and energetic professional with over 15 years of diverse experience in client relations, contracts and administrative support. Proven expert in managing contracts, multi-tasking and business relations ensuring maximum benefit for an organization. Successful in planning, communicating, and prioritizing organizational objectives to achieve desired results. Demonstrated leadership, mentoring and teamwork skills as well as the ability to accomplish tasks under minimal direction. Places strong emphasis on integrity, quality customer service, and ingenuity to reach organizational goals. Aiming to leverage my extensive career experience and proven knowledge to successfully fill a role within your company.

CORE PROFICIENCIES

PROFESSIONAL EXPERIENCE

CLIENT PROCESSING SPECIALIST 08/2008 - Present

FM Global, Inc., Reston, VA

Collaborates with Client Services Teams, locally and internationally, to prepare required documentation to generate, track and manage renewals and invoices on all large, global and complex accounts;

Responsible for entering data and reconciling information into various FM Global systems utilized to make underwriting and engineering decisions;

Develops property insurance policy contracts and billing documents in compliance with corporate policies and guidelines;

Verifies, reconciles and updates client information required to prepare new accounts, renewals, endorsements and cancellations;

Successfully processes all required financial and corporate information and issues property certificates to third parties as required;

Provides outstanding customer services and support to clients and brokers in partnership with Account Managers and our team;

Performs general office administrative duties such as, data entry, scheduling meetings, maintaining confidential records, and delivering client products in a timely manner; TUTOR REPRESENTATIVE 02/2008 – 04/2010

Academics Plus, Inc, Alexandria, VA

Implemented a tutoring program devised to mentor and coach students towards achieving their academic goals and promote self-confidence;

Encouraged and motivated students to overcome their academic weaknesses while identifying core strengths;

Successfully managed an effective team consisting of five tutors and 15 students, grades K -6; providing daily updates to the home office;

Quality Client Relations

Office Administration

Creative & Adaptable

Quick Learner

Research & Analysis

Contracts Administration

Portfolio Management

Microsoft Office Proficient

Strong Interpersonal Skills

Strong Customer Service Skills

Time Management

Report & Documentation Preparation

Data Management

Event Planning

Solid Communication Skills

Team Player

Accounts Payable

Recordkeeping

Problem Solver

Leadership & Training

Mentor & Coach

MONITA NUTH

MONITA NUTH 703-***-**** adi3sx@r.postjobfree.com Page 2 OPERATIONS SPECIALIST/PORTFOLIO MANAGEMENT/FINANCIAL PLANNING ASSISTANT 04/2004 – 07/2007 Sullivan, Bruyette, Speros & Blayney Inc., McLean, VA

Actively managed over 200 client portfolios, maintaining benchmark performances, making recommendations and initiating trades in volatile markets;

Provided thorough analysis of clients’ risk tolerances, financial situations and tax consequences;

Facilitated account transfers, charitable contributions, retirement and education plans, and created investment proposals for clientele;

Managed client accounts, troubleshooting problems, investigating internal and external issues;

Served as liaison to custodians, brokerage houses and clients;

Handled accounts payable transactions such as disbursing client checks and processing invoices according to specified terms and conditions;

Provided high level administrative support and services to address a variety of clients’ needs;

Scheduled appointments and formulated meeting reports for management and top leadership;

Processed time-sensitive documents, provided reports and handled confidential information in an accurate and efficient manner;

EDUCATION

Associates of Arts, Interior Design, Northern Virginia Community College, EDC 06/2022 Bachelors of Science, Finance, Strayer University, 12/2019

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