LILY NGUYEN: in San Diego, CA

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

- 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

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