Commercial Lines Assistant Professional Experience

Terrie Vaughan

Cell: 425-***-**** Email: *************@*******.***

Objective:

Wish to secure a position in the Snohomish area to utilize my current skills; Organization, problem solving, and communication skills to implement excellent quality and customer service.

Summary of Qualifications:

15 years of professional experience with several top leading and innovated insurance companies.

Administration of several pooling programs in the State of Washington: Counties, Schools Districts, Chartered Schools and Non- Profit.

Skilled and knowledge with the following programs: Velocity, Applied, Word, Excel, Access and M.S. Office.

Property & Casualty Producer for the State of Washington.

Professional Experience: 9/15/2008

Sept 15, 2008 – March 2013 Canfield & Associates dba Brown & Brown - Underwriter Assistant

Data collection and input of new and renewal commercial business.

Endorsement processing, invoicing, billing and month end reports.

Serviced several different accounts with lines of coverage that includes:

Commercial Property, General Liability, Earthquake, Flood, Stop Gap, Employee Benefits,

Wrongful Acts and Equipment Breakdown.

Reviewed and compared quotes with binders, coverage forms including a Memorandum of Coverage.

Prepared Credit/Debit sheets for renewals.

Maintained monthly and quarterly reports.

Issued Certificates of Insurance and Endorsement attachments when needed.

Reviewed Loss Run for upcoming renewal.

Public Records Coordinator.

2001 to 2007 Safeco Business Insurance Underwriter Assistant

Processed endorsements for Home and Auto lines of coverage.

Ordered MVR reports.

Corresponded with agents concerning Market changes.

Reviewed MVR reports and rated the policy accordingly.

Reviewed home inspections concerning High Risk homes in California and rated.

2000 to 2001 Safeco Business Select Markets Accounting - Premium Audit

Account reconciliation for Select Markets.

Issuance of checks for credits to close out accounts.

Provided breakdown of accounts for clarification to our agents.

Reviewed disputes with the Premium Audit Department.

03/17/1997-2000 American States Insurance Company Agency Accounting

Responsible for collections concerning past due accounts per premium audits.

Reviewed Workers Comp policy premiums and provided breakdowns for agents.

Collected premiums and also withheld commissions on past due accounts.

Collected on Broker of Record accounts and reviewed disputes if needed.

Maintained monthly reports for management.

Education:

High School Diploma

Some College –

Washington State Property & Casualty Producer License

Activities: Former Toastmaster – Club Vice President and Ballroom Dancer.

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