Paige Floyd

• Prepare and submit endorsement requests to insurance carriers, ensuring accuracy and timely processing.
• Follow up with carriers to confirm receipt of endorsements and maintain up-to-date policy documentation.
• Process policy endorsements, including invoicing, documentation, and prompt delivery to clients.
• Review and process audits, verifying rates, exposures, and prior premiums for accuracy and compliance.
• Handle and process policy cancellations, reinstatements, and resolve billing discrepancies efficiently.
• Communicate with clients, underwriters, and internal staff to gather necessary information for policy changes and renewals.
• Ensure adherence to all agency procedures, documentation standards, and regulatory requirements.
• Provide technical support to Producers and Marketing Executives as needed, assisting with proposals and policy management.
• Establish and maintain strong relationships with internal teams, clients, and carrier partners to ensure excellent service and retention.

Key Achievements:

• Improved turnaround time for endorsement processing and client delivery.
• Recognized for consistent accuracy in audits and strong carrier relationships.
• Contributed to agency growth through efficient client service and cross-selling support.

• As an Executive Account Manager at Swamp Fox Agency, I effectively manage a diverse portfolio of commercial insurance accounts, ensuring smooth renewal processes within a 45–60-day timeframe. My role encompasses the meticulous collection of renewal information from clients, coupled with strategic upselling of coverage lines and additional products to enhance client protection. With three years of comprehensive experience, I have cultivated a robust understanding of both commercial and personal lines of coverage, allowing me to adeptly address client needs.
• My background in underwriting through the Velocity Program has provided me with invaluable insights into risk assessment and management. Additionally, my proficiency in Applied Epic, complemented by extensive training from Total CSR and Applied University, positions me to excel in various capacities within the agency. My focus remains steadfast on fostering growth and delivering excellence in client service, ensuring that every client receives tailored solutions to their unique insurance challenges.
  
  

• Handle all customer inquiries or problems in a timely, courteous manner.
• Implement, follow and enforce any procedures set forth in the Operations Policy & Procedure Manual and any other memo or instruction given to you by the SAM Corporate Team.
• Conduct routine (daily) inspections/audits, i.e., locks, gates, etc.
• Sales of store merchandise as well as storage rentals.
• Take potential leads on a tour of facility.
• Timely collections of rent, deposits and assessed fees.
• Responsible for accurate accounting records, petty cash funds and company credit cards (receipts required for all transactions).
• Making past due calls to delinquent accounts.
• Housekeeping/cleaning (Be sure all units are clean prior to rental and maintain clean office, restrooms, drive aisles, and hallways).
• Marketing your facility according to guidelines requested by home office or District Manager.
• Maintain physical property appearance, i.e., lawn care, snow removal, landscaping, mopping, changing light bulbs, trash removal, etc.
• Handle all emergency procedures, i.e., fire, criminal activity, accidents, natural disasters, etc.
• Participation in training events, conferences, etc.
• Responsible for training assistant manager(s) on policies, procedures, operations, etc.
• Strongly encouraged to be active in your local professional associations & community functions.
• Security and safety of all areas of the property.
• Assist with inventory of contents of units when necessary.
• Record your daily arrival and departure via Timekeeper for payroll purposes.
• Must have a valid Driver's License and reliable transportation to make bank deposits, conduct marketing, and run errands.
• Other responsibilities as assigned.

• Practice Continuous Improvement Data entry for receipts, expenses, accounts receivable and payable as well as balance checkbooks in QuickBooks.
• Data entry of job costing data into corporate software.
• Production planning and scheduling.
• Create documents and files for work crews to perform their work.
• Be a part of the crew assignment and job review process.
• Retrieve documents and files when requested.
• Design and maintain filing and storage systems in the office.
• Create, edit, and update spreadsheets and documents.
• Successful candidate will have strong communication skills and be motivated to perform the duties of the position.
• Interface with vendors, subcontractors and employees.
• Maintain contractors in an effective and positive manner.
• Pay bills.
• Create Invoices.
• The primary functions of this position are financial and administrative.
• Financially, a working knowledge of QuickBooks is mandatory.
• Financial duties will include: Deposit checks.
• Invoice customers and process credit card payments.
• Issue purchase orders.
• Cost jobs as they are completed.
• Pay bills.
• Enter all financial transactions into QuickBooks and reconcile bank accounts.
• Issue payroll checks for subcontractors twice a week, and process 1099 statements annually.
• Submit employee payroll to processing company.
• Provide profit and loss statements, financial reports, and production projections to Franchise Owner.
• Strong customer service and communication skills are necessary.
• Administrative functions include: Interface with customers.
• Schedule jobs.
• Maintain relations with vendors, subcontractors and employees.
• Maintain company files.
• Perform background checks.
• Call leads and schedule appointments for sales staff.
• Update and maintain staff and crew calendars.
• Follow up to appointments.
• Send out thank you cards.
• Order materials and supplies.
• Communicate daily with workers to assure jobs are proceeding on time and in accordance with customer expectations.

• Managed all warrants, incident reports, victim packets, and case load for attorneys.
• Prepared all cases and provided all information to the attorneys of Waycross Judicial Circuit, requested information on defendants and helped victims of Georgia with case information and court updates.
• Gcic, criminal back ground completion, filing, discovery, entering pleas to judges, forwarding all required documents to courts, lawyers, and judges.
• Multiple phone lines, mail distribution, attend court hearings and mark plea sheets.

• Billing Operator/Technical Support/ Dispatcher/Management of Contractors.
• Created work orders for daily distribution, Microsoft office and excel, multiple head set phone line, collections, customer service, billing, modem reprogramming, technical support to customers and techs, upselling to customers, tv and internet providing to community.