The A Career

Analyst

• Manage end-to-end quoting, binding, and policy management processes for personal and commercial clients
• Analyze coverage to identify coverage gaps and find suitable solutions
• Cross-verify compliance regulations
• Ensure every policy is structurally sound before binding
• Manage the department’s day-to-day workflow and output
• Prioritize clients and ensure timely responses
• Perform other job-related duties as required

Logistics Analyst

Executive Assistant

• Perform various administrative tasks, including answering emails, scheduling meetings and management tasks.
• Opportunity tracking, planning, scheduling, development, and finalization of responses to client requests for qualification, proposals, bids, and presentations that result in contract and/or project awards.
• Must be able to multi-task, function effectively under multiple deadlines and time constraints, and manage time efficiently in a high-pressure, fast-paced environment while demonstrating an energetic 'can-do' attitude.

Bookkeeper

• Collecting and reviewing data for reports.
• Invoice Management.
• Register vendor's bills.
• Preparing payments.
• Reconciliations
• Suggesting improvements in accuracy, efficiency, and cost reduction.

Bookkeeper – Construction AIA Billing

Administrative Assistant

• Quote & Proposal Generation: Gather client information, verify risk addresses, and run accurate quotes across Personal and Commercial lines.
• Coverage Analysis: Compare policy options, terms, and deductibles to ensure clients get the best possible care and protection.
• Compliance Checking: Audit applications and carrier proposals to ensure strict compliance with state regulations and company guidelines.
• Binding & Processing: Finalize and bind coverage with carriers once the client approves the final proposal.
• Financial Reconciliations: Collect initial premium payments and promptly update banking and internal ledger systems.
• Account Management: Service an active portfolio of property, personal (home/auto), and commercial (liability/BOP) insurance policies.

Logistics Analyst

Executive Assistant

Bookkeeper – Construction AIA Billing

Insurance Brokerage Administrative Assistant