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Kelly Townsend

Administrative Assistant - Dorma-USA Inc

Buford, GA

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Work Experience

Administrative Assistant

Dorma-USA Inc
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2013 to Present

Monthly Expenses 
• Order Office supplies 
• Purchase Orders 
• Payroll 
• Installation scheduling 
• Installation Invoices & Billing 
• Monthly Billing Totals spreadsheets for 6 states 
• Monthly Projections spreadsheets 
• Answering phones, Filing, Scanning

Administrative Assistant

Invoicing
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Orlando, FL
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2012 to 2013

FL 
• Invoicing 
• Receiving 
• Filing 
• Data Entry 
• Answer 8 line phone system 
• Microsoft Word, Excel, Outlook

Administrative Assistant

MIS Insurance Services
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Orlando, FL
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2011 to 2012

Regulatory Compliance 
• Lead Underwriter for insurance carrier 
• Word, Excel, Outlook

Underwriter

Appalachian Underwriters
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2010 to 2011

o Research 
o Data entry 
o Class codes per job description

SmallComp Underwriting Assistant/ Underwriter

Appalachian Underwriters
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Oak Ridge, TN
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2009 to 2011

Underwriting Assistant

Appalachian Underwriters
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2009 to 2010

o Cancellations 
o Endorsements 
o Prep policies 
o Renewal policies 
o ERM-14s and Acord Applications

Senior Underwriting Assistant

Zenith Insurance Company
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Sarasota, FL
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2006 to 2009

Prep all new and renewal policies 
• Endorsements/Cancellations 
• Creation and Implementation of Policies/Procedures Manual 
• Research Experience Mods 
• Research State Exemptions and additional entities

Agency Services Representative/ Underwriting Assistant

Unisource Administrators
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Sarasota, FL
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2002 to 2006

Research to make sure classes of business match state requirements. Work with all state rules and guidelines. 
• Process endorsements and cancellations to policies, ERM-14 forms, Multi-state policies 
• Preparation and process of renewal policies and new business 
• Research Experience Mods, State Exemptions, additional entities 
• Search for additional entities using the Division of Corporations and state websites 
• Audit billing & Audit disputes 
• Collections 
• Various large projects as needed 
• Word, Outlook, Excel

Wire Operator

A.G. Edwards & Sons, Inc.- Investment Co
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1998 to 2002

Enter trades 
• Cashier 
• BSA- Branch Service Administrator 
• Trouble-shoot and fix computers and phones

Receptionist/Wire Operator

A.G. Edwards & Sons, Inc.- Investment Co
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Sarasota, FL
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1992 to 2002

OCP Certification

Receptionist

A.G. Edwards & Sons, Inc.- Investment Co
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1992 to 1998

Answer 23 incoming phone lines 
• Creating letters, correspondence, appointment setting, calendar meetings, schedules 
• Data entry, type 60 wpm, filing, scanning documents 
• Open and Distribute Mail 
• Outgoing Mail Prep 
• Investment Seminar preparations 
• Receiving

Education

General Studies

University of Central Florida