ALLISON CALDWELL

**** ******* **, ********** ** *3325

PHONE: 541-***-**** EMAIL: adwjyp@r.postjobfree.com OBJECTIVE

To combine the experience and skills of my 25 year insurance career, with new knowledge to maintain long term employment in an industry that will allow me to learn and grow as an individual and team member. EDUCATION

Tulsa Community College, Tulsa OK (2007) Associate in Liberal Arts University of Tulsa, Tulsa OK (1994-1995)

The US Army Transportation School (1992) Watercraft Operator Distinguished Graduate COMPUTER EXPERIENCE

Applied Systems, Agency Management Systems AMS 360 / AFW, PowerPoint, Access, Excel, Word, Adobe, Photoshop, Wellsky

PROFESSIONAL EXPERIENCE

10/2022 - 04/2023 Medi Home Health, Chesapeake VA

Intake Coordinator

Review all new referrals for agency eligibility. Enter patient information into Wellsky, and initiate contact with patient to review all submitted information. Contact clinics, hospitals, doctor’s offices, and other referral sources for missing information, and prepare patient file for scheduling. Check and verify insurance. 04/2022 - 10/2022 Towne Insurance, Norfolk VA

Account Manager

Service and maintain large property & casualty accounts with premiums in excess of $500,000. Process Certificate of Insurance & Evidence of Property requests, add and delete vehicles and equipment, and handle all other customer requests. Prepare proposals, schedules & correspondence for Producers to present to insured’s. Work with company underwriters on renewals and pricing. 01/2004 - 10/2019 HUB (formerly CFR Assurance Insurance), Tulsa OK Producer / Select Department Manager / Account Executive Screen all new Property & Casualty commercial insurance business clients to determine agency eligibility. Quote, sell, and bind insurance coverage for small to medium size business, then assign to an Account Manager as a House Account. After sold, accounts over $150,000 premium were assigned to a residing Producer. Resource for all agency in-house rating, marketing, and serve as liaison between the agency and company representatives. Established and managed a small business department with four employees which focused on handling all current and new small to medium size agency business. Initially hired as an Account Executive for a production team of three Producers and their supporting staff. In this position I assisted in new business production, marketing and sales.

10/1994 - 12/2003 Consolidated Insurance Agency Inc, Tulsa OK Producer / Special Programs Manager / Customer Service Representative ALLISON CALDWELL

Quote, sell, and bind all new business insurance, cross-sell other products to existing customers, and then assign to a Customer Representative. Established specialty insurance programs such as CompVantage, a work comp program, and OK Storage, a mini-storage property & casualty insurance program. Initially hired as a clerical and accounting assistant, responsible for general office work and account reconciliations. Then moved into a Customer Service position, servicing mostly work comp and other small property & casualty related policies. 10/1992 - 10/1994 InterSource Inc, Tulsa OK

Controller / Treasurer / Office Assistant

Supervise six employees, maintain and utilize several bank accounts (General, Money Market, Escrow, etc), and all other accounting requirements such as payroll and taxes. Approve all contracts and correspondence with clients, and disburse checks to clients. Initially hired as an Office Assistant performing general office duties. 08/88 - 07/92 Chesapeake Health Department, Chesapeake VA Executive Secretary / Office Service Assistant

Regularly meet with Senators, Delegates, area physicians, department heads, media, personnel, and citizens of the community with respects to health related issues. Schedule appointments, meetings, and clinics for the Director, compute statistical information, prepare graphs, and all other general office duties. Human Resource Advisor on Health Department Policy and Procedures. Assist the Finance Department with the budget and accounting matters. Initially hired as an Office Service Assistant assigned to general office duties for the Home Health nurses. 08/91 - 08/99 US Army Reserves, Fort Story VA

Watercraft Operator

PROFESSIONAL & EDUCATIONAL CERTIFICATIONS

Virginia Property & Casualty Producer’s License Feb 2022 Associates Degree May 2007

Certified Insurance Counselor July 2004

Oklahoma Resident Agents License Dec 1999

US Army Honorable Discharge Aug 1999

Certified Insurance Service Representative June 1999 US Army Marine Certificate - Seaman June 1992

US Army Certificate of Investiture - Transportation Corp June 1992 US Army Basic Training Brigade, Ft Jackson SC Apr 1992 HONORS / AWARDS

President’s Honor Roll - Tulsa Community College 1995 - 2007 Dean’s Honor Roll - University of Tulsa 1994 - 1995 US Army Cert of Achievement - Distinguished Graduate June 1992 US Army Cert of Achievement - Proficiency & Leadership June 1992 Making a Difference Award - VA Department of Health 1992