Des Plaines, Illinois Associates in Arts, December 2016 Focus on Business Management. Courses included: Accounting, Microeconomics, Macroeconomics, Business
Ethics and Business Law
Assist in training and advising new and existing colleagues of processes and best practices
Identify and find required documentation to meet compliance standards and process renewals and day
to day requests for outputs including certificates of insurance, auto id cards, workers compensation
posting notices, and surplus lines filings.
Keep systems up to date with correct and detailed information.
Serve as liaison between production teams, clients, and local Aon offices.
Create and maintain policy summaries, and schedules of insurance.
Keep up to date knowledge of all insurance products and the changing regulatory environment.
Establish relationships with current and prospective clients in person and over the phone. Learn about
client�s finances and look for ways to benefit their financial relationship.
Assisted in cash control procedures including audits.
Mentored & trained new employees.
Managed opening and closing of branch.
Exhibit highest level of customer service
Develop & maintain strong working relations with business partners to expand customer relationships.
Skills & Designations:
Associates in Risk Management (ARM), The Insitutes, February 2016
Associates in Insurance (AINS), The Insitutes, March 2015
