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Insurance Agent Management

Lake Mary, FL, 32746
August 20, 2012

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*** ***** *** ******, **** Mary, Florida 32746

407-***-**** –

Energetic, engaging, results-oriented team player who will make a difference in your company. Excellence as a problem-solver is supported by ability to absorb high level concepts and to define detailed resolution(s). Success of changing roles has hinged upon ability to mentor and share knowledge – important in promoting continuity and integrity of an organization.



Lake Mary, Florida

Loan Servicing Specialist

Contract Position working on federal Office of the Currency of the Controller project where homeowners that

were foreclosed on between 2009-2010 have been sent surveys which have been returned for auditing purposes.

Job entails looking at entire mortgage loan history and gathering all pertinent information for review by a third independent

party to determine if customer was financially harmed in any way.

PUBLIC RISK UNDERWRITERS (a Brown & Brown, Inc. subsidiary) 2004-Aug 2011

Lake Mary, Florida

Executive Operations Assistant to Senior Management & Marketing Department

Program Administrator for Preferred Governmental Insurance Trust (PGIT), a Local Government insurance trust created in 1999 that provides Property, Liability & Workers Comp insurance to public entities such as cities, counties, municipalities, schools, etc.

• Administrative support in daily operations of Company and to Executive Department

• Works with Agents and Members of Public Entity, Municipalities & Schools

• Coordinates bi-monthly Board of Trustee meetings at various hotels within State of Florida

• Underwriting Dept – Processed Premises & TanksSafe Pollution Policies, Renewals & Endorsements

• Coordinates Large Conferences for over 200 people & Board of Trustees Meetings held 6 times a year

• Coordinates attendance at Conferences arranging Booth Space, Hotel & Travel Arrangements

• Coordinates events for Internal Staff

PROTEGRITY SERVICES, INC. (formerly Humana Workers Compensation Services) 1997-2004

Longwood, Florida

Executive Assistant/Special Investigation Unit/Internal Audit Coordinator,

Payroll & Tax Compliance Coordinator – “Notary Public”

• Research and analysis of possible fraudulent claims/performs background checks

• Perform monthly analysis of payroll & tax compliance for Humana Inc.

• Documents facts, results, conclusions in written format

• Coordinates outside Investigator assignments

• Responsible for tracking expenses of department

• Administrative support to upper Management

• Performs special assignments for Internal Departments

• Proficient in Word, Excel, Access, Powerpoint, Outlook, AS400, Lotus Notes

• Oversees restitution and collection payments from fraudulent claimants and policy holders

• Management of defense attorneys and surveillance vendors for company

• Administrative support to upper Management


Multi Line General Lines 220 Insurance Agent’s License

Notary – State of Florida

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