Camping

Cooking

Hikes

Peloton

Enthusiastic young professional looking for a new career opportunity. My curious nature has allowed me to
work in multiple industries; most notably my work in data entry and event planning. In these diverse roles, my
ability to remain calm, efficient and organized have enhanced my independent leadership and diligence
through projects and deadlines.

Ensure accuracy and timely issuance of client documentation including over 2,000 insurance policies,
binders, and DMV Certificates
-  Finalize information and verify all documents prior to issuance including policy contracts, policy
revision endorsements, and cancellations for the duration of all active Worker's Compensation policies
-  Experience with UMS and Duck Creek operating systems
-  Review and update underwriting information for new submissions and/or renewing policies for Underwriters and Underwriting Assistants
-  Process binders, issuance, and endorsements during and after policy periods
-  Strong ability to learn and utilize a variety of company based programs
-  Receive and fulfill a variety requests from brokers/agents, Underwriters and the WCIRB

Central Processing Assistant

-   Managed daily standard administrative and operations on a daily in addition to:
-  Established protocol for positive customer experience and improved email response time
-  Develop & implement Matuse's customer relationship system with Excel
-   Complete worksheets for general customer inquiries
-  Assisted warehouse manager with tracking over 40 orders weekly in addition to:
-  Verified the accuracy on the shipped merchandise
-  Packaged and delivered orders in a timely manner
-  Track monthly inventory stock and care for 2 warehouses


Fulfillment and Customer Service Rep

Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on
accounts and release restrictions when issues are resolved
-  Review and process cash management, transfer requests and banking needs the clients may have
requests for advisors and their clients
-   Field incoming Customer Service calls from the Contra firm's back office or calls from internal TDA
associates requesting assistance
-  Utilized Salesforce and other Internal Systems to help resolve issues

IBS Central Account Service Rep

Find out detailed information about LILY NGUYEN,  in San Diego, CA

LILY NGUYEN: in San Diego, CA

LILY NGUYEN

Atlas General Insurance

Matuse, INC

TD Ameritrade