Edith F. Dunn

Cell Phone: 503-***-**** e-mail: adixxc@r.postjobfree.com License and Educa on:

Property and Casualty Insurance Producer License in the State of Oregon Accredited Customer Service Representa ve (ACSR) Designa on Employment :

Frinell Risk Advisors (formerly: Insurance Partners); Lake Oswego, Oregon July 2020 - October 2020 Commercial and Personal Risk Advisor

● Worked in conjunc on with team members to administer, support and coordinate independently, effec vely communicate with staff, clients and manage complex workflows.

● Assist in managing commercial business including service and renewals; generate cer ficates, auto ID cards and keep management system up to date as instructed.

● Assist in managing personal lines business and re-marke ng coverages as needed; process policy changes, auto ID cards, evidence of insurance and coverage comparisons.

● Proficient with computer and so ware packages including Microso Excel; Word, Outlook and Adobe Acrobat. Philadelphia Insurance Companies; Tuala n, Oregon January 2019 - July 2020 Sr. Account Associate-Renewals

● Assist Underwriter in reviewing submissions to make sure the renewal submission is complete; request addi onal informa on from the agent if necessary including financials, applica on (for ra ng) and upload informa on received into the system.

● Product knowledge - review prior year’s policy to determine what will be needed for the renewal; if needed would collaborate with the Underwriter to determine if a submission is complete.

● Follow-up with Underwriter on new and renewal quotes; release renewal quote to agent.

● Process endorsement requests.

● Understand necessity and value of accuracy and a en on to detail with the ability to process informa on with high level of accuracy.

● Work closely with the Billing Center to supply the agent with accurate invoices and payment informa on. Oak Tree Insurance; Lake Oswego, Oregon April 2018 - November 2018 Commercial Lines Account Manager

● Process and quote renewals; check policy coverages and endorsements for accuracy, review property coverages and limits.

● Assist Producer to quote and write new commercial business.

● Agency Billing - new, renewals, endorsements and audits; quote premium financing (if needed).

● Agency Management System (AMS) - maintain paperless client accounts and records.

● Report claims to the carrier including taking claims informa on from policyholders and/or claimants, submit claims info to carriers.

● Issue Cer ficates of Insurance, Auto ID Cards and request policy changes to the carrier. Leonard Adams Insurance; Portland, Oregon March 2017 - February 2018 Commercial Lines Customer Service Representa ve

● Online quo ng for Commercial Property, General Liability, Auto and Work Comp. coverages with companies including working with admi ed and non-admi ed carriers.

● Work closely with Underwriters on renewals including gathering underwri ng informa on for the renewal, obtaining loss runs and upda ng renewal applica ons, follow-up on renewal informa on requested from client.

● Retrieve policy documents from carriers portal, review policies against the binder, update ACORD applica ons with renewal informa on and forward the policy to the insured along with a summary of coverages.

● Agency Billing - new, renewals, endorsements and audits; quoted premium financing (if needed).

● Report claims to carriers, issue Cer ficates of Insurance, Auto ID cards, request policy changes to carrier.

● The Agency Management (TAM).

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Argo Group US; Milwaukie, Oregon October 2000 - October 2016 Account Manager (2004-2016) : Managed brokerd business submissions (New and Renewals) for EPL, Pollu on Liability, Bonds and Flood coverage. Review new submission; assist agents with insurance products; maintain customer service rela onships; renewing, explaining and interpre ng insurance coverages, bill and collect premiums, process and endorse policy changes. Maintain paperless client accounts and records via TAM (The Agency Management System); work closely with Underwri ng and the accoun ng team; respond to billing ques ons and assist with collec ons of account receivables. Underwriter P&C Small Accounts (2000-2004): review applica ons to evaluate, classify and rate individual and groups for insurance; accept and reject applica ons based on company underwri ng guidelines; review new applica ons and inspec on reports to determine degree of risk and coverages needed for the insured; assessing risk, authorizing re-insurance on high-risk policies, communicate with agents to explain ruling or changes on policies and respond to ques ons and concerns. Page 2