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Customer Service Sales

Location:
Utica, MI, 48316
Posted:
March 09, 2010

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Resume:

ANDREW J. POWRIE

**** ********** *****

Shelby Township, MI. 48316

Phone 586-***-****

Email: **********@*****.***

EDUCATION

M.S. in Accounting, May 2007 – Present

Wayne State University, School of Business Administration

Current GPA: 3.4

B.B.A. in Finance, December 2000

Western Michigan University, Haworth College of Business

Cumulative GPA: 3.5 Major GPA: 3.5

WORK EXPERIENCE

12/2000 – 09/2008

Risk Managers Insurance Agency, LLC Independent Insurance Agency, Shelby Twp, MI.

Accounting Manager (07/2004 – 09/2008)

Responsible for all Accounts Payable, Accounts Receivable, and tax preparation for CPA

Created and adjusted monthly, quarterly, and annual budgets to coincide with production

and cash flow forecasting prepared on a monthly basis

Prepared and processed payroll and monthly distributions to solicitors along with 1099’s

Processed all general ledger, journal, and bookkeeping entries

Handled collection of all past due premiums, invoicing, and premium financing

Reconciled all cash and credit accounts for banking and account currents with carriers

Commercial Lines Agent (01/2002 – 07/2004)

Serviced small and middle market accounts with annual premiums of $10,000 - $75,000

respectively and/or annual gross sales of $10,000 - $5,000,000 with a %7 increase in

policy retention

New business for large and specialty market accounts with annual premium size greater

than $75,000 and/or gross sales greater than $5,000,000

Worked on all in-house underwriting needed for new and renewal business submissions,

resulted in a 12% increase in policy retention and a 18% reduction in claims paid

Implemented same day customer response program on all certificates of insurance,

quotes, and claims management

Commercial Surety, Fidelity, and License/Permit Bond Agent

Personal Lines Agent & Commercial Lines CSR (12/2000 – 01/2002)

Quoted all renewal and new business policies for all Personal Lines customers

Provided customer service and support for all Home, Auto, Life, and Health customers

Mentored the Personal Lines CSR in product knowledge, claims process, and policy

change procedures and guidelines

Assisted all Commercial Lines agents in quoting accounts, claims reporting and

endorsement processing

Prepared new and renewal policies for delivery to the insured by the appropriate agent

SKILLS & ASSOCIATIONS

Computer software skills – Quickbooks, AMS, Applied, Microsoft Excel, Power Point,

Access, Word, Peachtree

Excellent communication, organizational, and problem solving skills

Member of Michigan Association of Certified Public Accountants

Member of AICPA



Contact this candidate