Assistant Microsoft Office

SUMMARY

HIGHLIGHTS

ACCOMPLISHMENTS

EXPERIENCE

TALISHA TOBIN

**** ********* **., *********, ** 28215 H: 704-***-**** C: 980-***-**** *********.**@*****.*** Dynamic insurance professional bringing five years in the field of insurance with a strong emphasis on Work Comp coverage as well as other commercial insurance coverage. Strong multi tasking skills and the ability to stay focused under pressure in a fast paced production environment. Strong interpersonal and

communication skills

Self-directed

Team player

Complaint handling and

resolution

Commercial insurance

Organized

Promoted from Insurance Assistant to Business Rater II within 2 years. Received multiple Bravo Awards due to self-training in new coverage reporting system. Received top ten award two years in a row due to my continued excellence in multi tasking Business Rater duties as well as Insurance Assistant duties.

03/2017 to 04/2018 Accounts Receivable Clerk

Financial Carrier Services - Charlotte, NC

Processed ACH payments as well as Check payments from multiple brokers. Made collection calls to multiple broker clients arranging payments and updating payment information in Cadence system. Handled credit checks for potential broker clients and decided if they were eligible for our carriers to haul loads. Researched payments that were not to posted open loads and were placed in Quick Book or Clients reserve accounts.

10/2016 to 12/2016 Operations Processor II

Wells Fargo - Charlotte, NC

Researched and located Commercial Insurance policy documents on designated Carrier websites and load them, according to line of business and document type, into company data housing software. 08/2011 to 07/2016 Business Rater II

Liberty Mutual Insurance - Charlotte, NC

Processed applications, payments, corrections, endorsements and cancelations. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals. Researched coverage and premium options and supplied clients with the best coverage available. Prepared and assembled quote proposals for the Underwriter to review. Reported filings to multiple Workers Compensation boards as well as investigated and resolve fines issues. Set up and processed audits for Work Comp policies. Processed cancelations and endorsements in multiple systems. Pursued continuing education and training programs to continue professional development such as Auto coverage and symbols as well as General Liability coverage.

02/2011 to 08/2011 Contractor/File Clerk

Pitney Bowes - Charlotte, NC

Scanned and filed forms, reports, correspondence and receipts. Retrieved requested files and delivered to appropriate personnel. Operated office equipment such as copiers and fax machines. Entered information into computer databases. Processed and routed incoming mail. Updated daily logs for tracking file movements. Reviewed files to check for complete and accurate information. Destroyed files and materials upon request. Looked up information with computer programs. Contacted staff and customers to retrieve files. 07/1999 to 10/2010 Research Assistant II

Federal Reserve Bank - Charlotte, NC

Started position as a temp data entry input. Soon was offered permanent position as a Research Assistant who verified that information in the computer system was up-to-date and accurate. Provided check collection services to EDUCATION

depository institutions while researching and correcting any and all errors before deposit.Identified and resolved system and account issues. 2011 Certified Microsoft 2010: Microsoft Office Applications CPCC - Charlotte, NC, USA

Excel

PowerPoint

Microsoft Office

1995 Certified HUC: Health Unit Coordinator

CPCC - Charlotte, NC, USA

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