Insurance Specialist | Administrative Assistant

Core Contributions & Impact Policy Lifecycle Management: Managed the end-to-end processing of new business applications, remarkets, and endorsements, ensuring 100?curacy in policy issuance and data integrity. Lender & Mortgagee Relations: Streamlined loan closing workflows by prioritizing binder requests for refinances and HELOCs, maintaining proactive communication with lenders regarding LPRs, 2A, and closing dates. CRM Administration (Applied EPIC): Orchestrated daily updates and file maintenance within Applied EPIC, ensuring all client records, mortgagee changes, and policy endorsements met strict compliance standards. Financial Accuracy: Oversaw the distribution of invoices to lenders and facilitated secure online premium payments, reducing payment delays and maintaining organized financial documentation. Quality Assurance & Audit: Conducted rigorous reviews of renewal policies and requested changes to identify and rectify discrepancies, significantly reducing E&O (Errors and Omissions) risks. Client Retention & Risk Mitigation: Supported agency growth by processing cancellation requests promptly and distributing inspection recommendations to insured clients to ensure ongoing policy compliance. Technical Proficiencies Agency Management Systems: Applied EPIC (Advanced) Insurance Operations: Binder Issuance, Endorsements, Remarketing, LPR Processing, Mortgagee Changes Administrative: CRM Data Entry, Digital Invoicing, Online Payment Portals, Risk Management Correspondence

Dispute & Claims Resolution: Resolved complex financial disputes and unauthorized transaction claims by conducting thorough investigations and applying global financial regulations to protect both the user and the platform. ​Risk Mitigation: Identified and flagged high-risk accounts and fraudulent patterns, acting as a first line of defense against financial loss and account takeovers. ​Billing & Technical Troubleshooting: Assisted users with intricate billing issues, subscription management, and API-related checkout errors for merchant accounts

​Guided borrowers through the complexities of student loan repayment, explaining different plans in plain English to help them stay on track. ​Securely processed loan payments over the phone, ensuring all transactions were accurate and providing immediate peace of mind to the borrower. ​Resolved billing discrepancies and account issues by digging into the details and making sure records were always up-to-date. ​Simplified the application process for deferments and forbearances, making sure customers clearly understood the requirements and next steps. ​Handled a high volume of inquiries with a focus on quality, ensuring every person felt heard and supported throughout the call.