Allan

Managed daily policy servicing requests for Workers' Compensation and Excess Policies, including endorsements, loss runs, cancellations, non-renewals, and audit requests. Followed up with insured parties for self-audit worksheets and coordinated with internal teams to resolve audit-related issues while ensuring accurate policy servicing.

Managed high-volume policy servicing requests and complex transactions for Workers' Compensation and Excess Policies. Processed binding requests, endorsements, and cancellations, collaborated with internal and external stakeholders to improve processes, and supported administrative tasks for the Policy Services Team.

Provided front-line customer support for Resy App users by handling inquiries, resolving technical issues across multiple Resy platforms, and coordinating with the Account Management Team to support restaurant partners and escalate critical concerns.

Led the Policy Services Team by overseeing daily operations, mentoring team members, maintaining data integrity, and managing application setup and policy records. Supported reporting, data uploads, and other policy service functions while ensuring compliance with company standards.

Established ImageRight files for new business applications, maintained organized document filing systems, processed FTP and Webdocs files, handled endorsement requests, and provided administrative support to the Policy Services Team.

Implemented and serviced treasury management products and services while acting as a liaison between clients, bank operations, sales officers, and relationship managers to ensure quality service delivery and compliance with company instructions.

Handled customer inquiries through email and online chat, provided application troubleshooting, explained billing, refunds, account maintenance, and product information, and tracked customer complaints while following established workflows.

Provided online banking support through authenticated and unauthenticated chat channels, assisted customers with savings and checking account inquiries, resolved account-related issues, and researched customer concerns to deliver complete resolutions.

Provided chat and email support to online gaming customers by handling account inquiries, explaining game rules and account transactions, resolving customer concerns, and maintaining positive client relationships.

Provided administrative and secretarial support to management, maintained employee and company records, managed office supplies, prepared correspondence, organized filing systems, and handled incoming communications and document distribution.

Supervised the Technical Support Group by overseeing team operations, conducting research on client needs and technologies, providing technical training and mentorship, and delivering technical support while coordinating solutions for clients and users.