Insley McKinney
Summary
Multi talented administrative assistant with more than a decade of experience with supporting management teams.
Overview
30
30
years of professional experience
Work History
Supervisor of the Business Support Unit
Nassau Underwriters Agency (NUA)
09.2022 - Current
- Generate Renewal Reports for Nassau & Family Island branches and Sub-Agents
- Supervisor Renewal Support/ Follow-Up Activity & Compliance Checks
- Contact clients regarding their renewals with instructions & respond to questions, requests and queries as necessary
- Advise clients when their information requires updating, provide the necessary forms, ensure documents received are uploaded to the system and manual copies are added to clients' files
- Communicate with producers, sub-agents, and Department heads of Personal & Commercial lines regarding emailing & mailing client renewal
- Communicate with Customer Accounts Representatives regarding any accounts-related matters
- Ensure staff mail, email clients documents as needed
- Monitor follow -up procedures and offer suggestions for improvements
- Liaise, with Producers, Sub-agents regarding risk improvement requirements
- Bank Confirmations and Follow-up
- Supervise team responds to cover requests from Mortgage Institutions
- Liaise with underwriting CSR's, Producers, Sub-Agents regarding renewal processing
- Display high levels of customer service at all times
- Provide additional assistance to our Family Islands and Sub-branches
- Render any assistance necessary to ensure the efficient operation of the Agency as a whole
- Complete and oversee other related duties as assigned by management.
Quality Control Officer
Nassau Underwriters Agency (NUA)
05.2021 - 09.2022
- To provide business control oversight and support to underwriting and business support units of the agency
- Collection of Client Data
- Ensure staff collect & upload pertinent client information
- Compliance checks
- Ensure staff obtain completed KYC (Know Your Client) forms & other supporting documentation
- Ensure AML (Anti Money Laundering) Risk Register is completed & uploaded to the system
- Ensure DPA & Condition of Average Forms are returned to the agency completed & signed
- Check client data to ensure information was correctly entered in system
- Communicate with staff regarding client information that needs to be uploaded into the system and hard copies kept on file.
Customer Service Rep Business Support Unit
Nassau Underwriters Agency (NUA)
03.2020 - 08.2022
- Renewal Support /Follow up activity
- Contact clients regarding renewals
- Write new business, quotes, address client's queries
- Liaise with Mortgage Institutions regarding client's renewal
- Assist Personal lines when necessary.
Corporate Concierge
Bahamas First General Insurance
04.2012 - 03.2020
- Communicate with internal and external customers Board of Directors and visitors to company
- Receive incoming and outgoing mail
- Monitor the switchboard
- Ensure each call, visit, complaint, suggestion are appropriately addressed & provide follow-up as needed.
Inventory Manager
Adeana Creations Ltd
01.1994 - 01.2011
Jr. Secretary (One month internship)
Wyndham Ambassador Beach Hotel
04.1994
Education
CII Designation - Insurance Regulatory
Chartered Insurance Institute (CII)
Business Administration
Synergy Bahamas
Nassau, BahamasInstitute of Business & Commerce
Nassau, BahamasBusiness Studies
Industrial Training Centre (ITC)
Nassau, BahamasHigh School Diploma -
C.C. Sweeting Secondary School
Nassau, BahamasSkills
- Maintaining records
- Document Preparation
- File Management
- Administrative Support
Accomplishments
- Achieved CII Designation
- Supervised team of five staff members.
- Regularly Assist Family Island Branches with report generating
Timeline
Supervisor of the Business Support Unit
Nassau Underwriters Agency (NUA)
09.2022 - Current
Quality Control Officer
Nassau Underwriters Agency (NUA)
05.2021 - 09.2022
Customer Service Rep Business Support Unit
Nassau Underwriters Agency (NUA)
03.2020 - 08.2022
Corporate Concierge
Bahamas First General Insurance
04.2012 - 03.2020
Jr. Secretary (One month internship)
Wyndham Ambassador Beach Hotel
04.1994
Inventory Manager
Adeana Creations Ltd
01.1994 - 01.2011
CII Designation - Insurance Regulatory
Chartered Insurance Institute (CII)
Business Administration
Synergy Bahamas
Institute of Business & Commerce
Business Studies
Industrial Training Centre (ITC)
High School Diploma -
C.C. Sweeting Secondary School
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