Receptionist - Lann Companies
(2025-03)
Commercial Real Estate
- Manage incoming phone calls and emails.
- Welcome visitors and notify appropriate tenant of arrival.
- Accept and record deliveries.
- Sort and distribute incoming mail, packages.
- Address tenant issues.
- Enter building maintenance issues into Work Order System.
- Monthly tenant billing.
- Light office duties include copying, scanning, printing.
Senior Account Underwriter - Travelers Bond & Specialty Management Liability Underwriting / Travelers Bond & Financial Products - Chantilly, VA and Richmond, VA
(2007-07 - 2024-05)
Independent management of books of Management Liability insurance business. Provided full service as a Trusted Advisor to a variety of insurance agencies.
- Champion of Internal and External customer service delivering excellent customer service in a fast-paced, high volume work environment.
- Reviewing and analyzing applications for complex Management Liability insurance eligibility; calculating insurance premiums using proprietary rating system, generating letters of acceptance that include premium calculations or sending written declinations.
- Responding to phone and email inquiries and transferring mis-directed calls to the appropriate person or division; composing mail and email responses to customer billing inquiries, coverage, policy changes; originating requests for application completion and clarification. Cross-selling and upselling to meet customer needs. Saving correspondence in electronic file cabinet.
- Onsite visits to insurance agencies to provide product training, solicit new business and prepare for upcoming policy renewals while cultivating relationships.
