Underwriting Assistant Resume Charlotte, NC - Hire IT People

SUMMARY

Demonstrated ability to multi - task in a fast paced environment while maintaining emphasis on quality
Consistently present professional image, both on the phone and in person contributing to organizations professional image
Proficient in Microsoft Office Applications including Word, Excel, Access, Outlook
Received awards for staff support and client service

PROFESSIONAL EXPERIENCE

Underwriting Assistant

Confidential, Charlotte, NC

Support underwriting team by compiling data used in determining renewal rates
Create and maintain various spreadsheets used for tracking renewal revenue
Answer all incoming calls to underwriting department and handle client requests
Assist sales department with creating requests for quotes using various information from brokers
Create and maintain electronic files for renewal and new client documentation
Organize meetings between underwriting team and insurance carriers
Preparation of monthly reports for client management, underwriters and sales
Corresponds with client management to inform them of underwriting actions taken
- Routes risk-involved matters to insurance underwriter for evaluation

Administrative Assistant

Confidential, Charlotte, NC

Supported entire office by answering all incoming calls, processed incoming/outgoing mail and courier packages, maintained project correspondence files, updated conference room calendars and ordered office supplies
Provided support to Construction Administrator by maintaining various Access and Excel databases to enable tracking of drawings and documents
Developed a matrix/tracking form using Excel for project closeout information to assist in tracking consultant information
Served as initial point of contact between Project Management, printers and contractors on projects in bidding phase
Assisted Project Management with creating transmittals and sending construction documents to project owner, consultants and contractors
Coordinated all in-house lunch presentation continuing education seminars
Prepared correspondence for Partners and Project Managers
Scheduled offsite storage for construction and accounting documents
Arranged travel for Project Managers
Prepared and maintained electronic files
Assisted Accounting department with accounts payable and bank deposits
Assisted Marketing Manager with proposal preparation and correspondence
Researched and set up ground shipping options which resulted in cutting shipping expenses by 40%

Administrative Assistant

Confidential, Charlotte, NC

Responsible for report preparation for Executive Committee including staff time summary, budgeted hours, accounts receivable and work in progress
Maintained business development spreadsheets for staff of 60 Managers and Senior Associates
Answered all incoming calls and greeted clients
Ordered files from off site storage facility
Processed all incoming/outgoing courier packages
Maintained conference room calendars
Entered time for audit associates working in the field and confirmed time entries for entire staff on weekly basis
Participated in various administrative team projects including mass mailings and coordinating social events
Scanned tax and audit documents as part of an ongoing project to improve document retrieval
Received recognition for coordinating after hours catering service throughout tax season

Confidential, Charlotte, NC

Administrative Assistant

Answered phones and greeted clients
Assisted accounting department with accounts receivable using QuickBooks
Assisted project managers with typing correspondence, red lining and stamping drawings, contact with clients, other miscellaneous duties as needed
Created and maintained project files
Opened, sorted and distributed large amounts of mail
Prepared reports for accounting, project management and marketing departments
Handled all administrative duties for marketing manager
Arranged travel for project managers and principals
Typed AIA documents, building permit applications, and building punch lists
Handled all incoming/outgoing Fed-Ex and courier packages
Maintained conference room calendar for 3 managing principals
Ordered all office supplies