AMY MACHOKOTO
Summary
Professional office support specialist with extensive experience in administrative functions and office management. Known for reliability and adapting to dynamic work environments. Excellent organizational abilities and collaborative mindset ensure seamless team operations and goal achievement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Underwriting Assistant
Pacific Marine Underwriters Managers LTD
09.2024 - Current
- Streamlined document processing to enhance underwriting accuracy and efficiency.
- Collaborated with underwriters to assess risk and determine policy coverage requirements.
- Maintained comprehensive records of submissions, ensuring compliance with regulatory standards.
- Assisted in preparing underwriting reports, summarizing key findings for management review.
- Provided support in training new team members on underwriting procedures and best practices.
- Identified process improvement opportunities, contributing to enhanced workflow within the department.
- Managed communication with clients and agents, facilitating timely responses and resolution of inquiries.
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Managed a diverse caseload of applications, efficiently organizing workload to meet tight deadlines without sacrificing quality or accuracy.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Improved department efficiency 90% by developing file management systems and spreadsheets to manage account review.
- Facilitated efficient policy renewals by proactively reviewing accounts prior to expiration dates, recommending appropriate adjustments based on changes in risk exposure.
Insurance Processor
Pacific Marine Underwriting Managers LTD
04.2024 - 09.2024
- Processed insurance applications with attention to detail, ensuring compliance with industry regulations.
- Trained new team members on procedural best practices and software systems used in insurance processing.
- Mentored junior processors, fostering a culture of accuracy and continual professional development within the team.
- Developed custom solutions tailored to individual clients'' needs which ultimately increased overall client retention rates.
- Reviewed policy documents for accuracy, minimizing errors and enhancing overall processing efficiency.
- Collaborated with underwriters to clarify discrepancies and expedite approval processes.
- Led initiatives to streamline workflow, resulting in reduced processing time for insurance claims.
- Verified client information by analyzing existing evidence on file.
- Posted payments to accounts and maintained records.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Determined appropriateness of payers to protect organization and minimize risk.
- Collaborated with policyholders, team members and insurance agents to modify, update and process policies.
- Processed insurance claims efficiently by verifying client information, reviewing coverage details, and ensuring accurate data entry.
- Maximized revenue opportunities within existing accounts by identifying up-selling opportunities when applicable.
Administrative Assistant- Claims
All State Insurance
02.2022 - 12.2023
- Managed scheduling for executive meetings, ensuring optimal time allocation and resource availability.
- Coordinated communication between departments to streamline operations and enhance collaboration.
- Developed and maintained filing systems, improving document retrieval efficiency by 30%.
- Assisted in the preparation of reports and presentations, ensuring accuracy and adherence to deadlines.
- Implemented office supply inventory management system, reducing costs through strategic vendor negotiations.
- Led initiatives for process improvements that enhanced workflow efficiency across administrative functions.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Improved document processing speed by introducing automated templates for routine correspondence.
- Assisted in preparation of financial reports, gathering data that contributed to budgeting accuracy.
Financial Advisor – Member Service Representative
Servus Credit Union
02.2020 - 01.2022
- Developed personalized financial plans based on client goals and risk tolerance.
- Educated clients on investment strategies to enhance portfolio performance.
- Analyzed market trends to provide informed recommendations for asset allocation.
- Cultivated strong client relationships through regular communication and support.
- Streamlined financial review processes, improving overall service efficiency for clients.
- Led workshops to educate clients on financial literacy and investment opportunities.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Facilitated new client onboarding process and investment account setup.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Office Support Clerk II
Brighter Financial Solutions
05.2018 - 01.2020
- Coordinated scheduling and appointments for team members, optimizing time management across departments.
- Developed and maintained filing systems, enhancing document retrieval processes and reducing access times.
- Assisted in preparing financial reports, ensuring accuracy and compliance with regulatory standards.
- Trained new staff on office procedures and software applications, fostering a collaborative work environment.
- Led initiatives for digital transformation by transitioning paper-based records to electronic systems, improving accessibility.
- Monitored inventory levels of office supplies, negotiating vendor contracts to reduce costs while maintaining quality services.
- Streamlined office processes by implementing efficient filing systems and organizational techniques.
- Provided exceptional customer service by addressing client questions or concerns promptly and professionally.
- Prepared detailed expense reports accurately reflecting all relevant financial transactions within specified timeframes.
- Maintained open lines of communication with clients and vendors, fostering strong relationships built on professionalism and trust.
- Managed scheduling tasks such as coordinating appointments, organizing conference room bookings, or updating calendars to prevent conflicts and ensure smooth office operations.
- Improved document retrieval times by creating an intuitive digital filing system for easy access and organization of important files.
- Supported office staff in maintaining a well-organized work environment through regular inventory checks and supply replenishment.
Education
College Diploma - Business Administration
Red Deer Polytechnic
Red Deer, AB03.2019
BSocSci - Industrial Sociology and labour Studies
University Of Pretoria
Cambridge IGCSE/A LEVEL - undefined
Gateway High School
Skills
- Technical underwriting
- Sales support
- Data interpretation
- Research
- Policy administration
- Administrative background
- Meeting planning
- Project planning
- Customer service
- Organizational skills
- Multitasking Abilities
- Billing processing
Personal Details
- Highest Level of Education: Tertiary
- Total years of experience: 10
Languages
English
Native or Bilingual
Shona
Native or Bilingual
Certification
- CAP - Certified Administrative Professional
Timeline
Underwriting Assistant
Pacific Marine Underwriters Managers LTD
09.2024 - Current
Insurance Processor
Pacific Marine Underwriting Managers LTD
04.2024 - 09.2024
Administrative Assistant- Claims
All State Insurance
02.2022 - 12.2023
Financial Advisor – Member Service Representative
Servus Credit Union
02.2020 - 01.2022
Office Support Clerk II
Brighter Financial Solutions
05.2018 - 01.2020
Cambridge IGCSE/A LEVEL - undefined
Gateway High School
College Diploma - Business Administration
Red Deer Polytechnic
BSocSci - Industrial Sociology and labour Studies
University Of Pretoria
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