Customer Service Specialist

Phone: 512-***-**** Email: **************@*****.***

Amy Anthony

Experience

January 2022-Present Limit Walnut, CA

Compliance Officer

• Manage tax returns and payments in all 50 states

• Responsible for daily filings of surplus lines affidavits in all 50 states

• Analyze and mine data for reconciliation of payments and billings

• Reconcile tax and operating bank accounts and premium payments

• Mentor and train new hires and department staff on processes and new procedures

• Manage and comply with external audits

• Correspond with tax authorities to implement procedures and resolve any filing discrepancies

• Responsible for maintaining agency and broker licenses in all 50 states

• Researching tax laws and policy laws to ensure compliance with state regulations August 2016-January 2022 Insperity Insurance Services Kingwood, TX Client Renewal Specialist – Property & Casualty

• Monitored and tracked upcoming renewals and provided outstanding customer service for 300+ clients

• Gathered applications and information to submit to carriers for renewal of policies and additional coverages to grow the book of business including quoting and negotiation of favorable terms, conditions, and pricing

• Brought in new clients with exceptional customer service to current clients through referrals

• Made changes and updates to policies and issue certificates of insurance as per client requests including analyzing client contracts to advise on current coverages and necessary changes or new coverages needed to meet liability limits, terms, and endorsements required for compliance

• Calculated commission, surplus lines taxes, and tracked new and renewal policy premiums and revenues including requesting payments for agency billed policies and monthly reporting

• Mentored junior employees to analyze and understand policy language and assist with questions and training

• Worked closely with management to analyze and continually improve processes to provide better customer service to clients and team members

May 2013-August 2016 Marsh USA Inc. Houston, TX

Insurance Specialist

• Monitored and tracked upcoming renewals and set up spreadsheets to compare terms of expiring and renewal quotes

• Gathered information and sent submissions to underwriters for quoting and binding policies

• Communicated and negotiated favorable terms and conditions for clients while placing insurance

• Sent binding instructions to underwriters and analyzed incoming binders and quotes for accuracy of terms requested

• Maintained spreadsheet of all policies placed during renewals February 2007-May 2013 Marsh USA Inc. Austin, TX

Surplus Lines Coordinator II/Team Lead

• Analyzed and prepared monthly, annual and ad-hoc reporting to ensure compliance with state statutes

• Analyzed and mined data for reconciliation of various financial reports, forecasting and tracking

• Worked with senior management to interpret statutes and implement tools to analyze accounting methods and led a team of 5 individuals with duties specifically focused on accounting reconciliation of tax data

• Mentored and trained new hires and department on processes and new programs and procedures

• Performed financial auditing and quality control and assisting with external audits

• Corresponded with tax authorities to implement procedures and resolve any filing discrepancies

• Managed tax payments in excess of 20 million dollars annually Education

1995-2002 Southeast Missouri State University Cape Girardeau, MO B.S., Business Administration

§ Major: International Business

§ Minor: Accounting

Licenses and Certifications

§ Texas, California and Georgia Property & Casualty Licenses

§ General Insurance Designation (AINS)

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