DANIEL SOMMERVILLE
Abingdon
Summary
Detail-oriented event management and insurance professional with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Quality Review and Training
NEIS
04.2024 - 11.2024
- Quality review for insurance premium audits. Work daily cases to ensure company, carrier and SOP was met for each audit. Evaluate the correctness of the audit findings and work with field employee to review and revise when needed
- Act as a coach and trainer for field personnel to provide guidance through extensive knowledge and experience in field auditing
- Reach a daily goal of billable time to meet production standards
- Trainer for brand new employees of the company and to the professional. Part of the training team that got the new field auditors from day one to be able to move forward with their career at the company.
ASSOCIATE AUDITOR
HARFORD MUTUAL
10.2019 - 02.2024
- Served as first point of contact for mail and non compliant audits, which included first contact and follow ups with over 1500 insureds per year.
- Completed assigned virtual and remote physical audits for over 200 insureds from assignment to completion.
- Continuously improved personal knowledge and skills in auditing through participation in training programs, industry conferences, and pursuit of relevant certifications.
- Support entire audit team by acting as AUSUM administrator and support other business operations with technical knowledge of different state rules and classifications.
- Developed strong relationships with clients, fostering trust and open communication during audit process.
- Reduced financial risks by identifying discrepancies and ensuring proper documentation within auditing process.
- Exceeded performance metrics by consistently completing audits ahead of schedule without sacrificing quality or accuracy.
- Assisted in development of internal control procedures, strengthening overall effectiveness of audit process.
- Proactively addressed potential issues during audits by providing guidance on corrective actions to mitigate risks.
- Handled complaints and grievances using negotiating and problem-solving skills.
ACCOUNT MANAGER
TOMLINSON STATE FARM INSURANCE
01.2019 - 10.2019
- Licensed in personal Property and Casualty insurance
- Learned basics of insurance industry from producer side of business
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Met existing customers to review current services and expand sales opportunities completing 3-5 in person reviews weekly.
OUTREACH SPECIALIST
TOWSON UNIVERSITY
06.2016 - 01.2019
- Support Office of Partnerships and Outreach mission of division marketing, convening services, and partnership management within Greater Baltimore area and beyond
- Improved overall client satisfaction with timely follow-ups, diligent communication, and attentive problem-solving skills.
- Enhanced attendee experience by meticulously planning and executing event logistics.
- Maintained accurate records of client interactions, progress, and outcomes using CRM software for efficient reporting purposes with contacts over 20,000 for multiple mailing and contact lists.
- Collaborated with cross-functional teams to ensure seamless event execution and positive outcomes for 10-12 large scale events and 40-50 meeting events per year.
- Built trust with clients by consistently following up on progress and offering additional support when needed, fostering long-lasting relationships.
- Established positive relationships with clients, ensuring their needs were met throughout event planning process.
- Coordinated with vendors to deliver exceptional catering and audiovisual services during events.
Server
WALT DISNEY WORLD PARKS AND RESORTS
08.2015 - 06.2016
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions. Daily sales were average $1500.
- Handled cash transactions accurately, contributing to balanced daily financial reports. Cash transactions made up over 50% of transactions.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Supported colleagues during peak hours, fostering collaborative work environment that enhanced overall productivity levels.
CUSTOMER SERVICE ASSOCIATE
TOWSON UNIVERSITY
11.2012 - 08.2015
- Part of Events and Conferences Services team that managed over 9000 campus events each year from room placement to day of event management.
- Meticulously maintained event timelines, schedules, and checklists to ensure all tasks were completed on time or ahead of schedule.
- Ensured smooth event operations by anticipating potential challenges and proactively addressing them through contingency planning.
- Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation, and proposal development for various events.
- Reviewed and approved use of 40 event spaces for multiple sectors of including student, staff and external contract events.
Education
ASSOCIATE OF ARTS - General Studies, good academic standing
COMMUNITY COLLEGE OF BALTIMORE COUNTY
ESSEX, MDSkills
- Report writing
- Client relations
- Data interpretation
- Problem-solving abilities
- Computer proficiency
Timeline
Quality Review and Training
NEIS
04.2024 - 11.2024
ASSOCIATE AUDITOR
HARFORD MUTUAL
10.2019 - 02.2024
ACCOUNT MANAGER
TOMLINSON STATE FARM INSURANCE
01.2019 - 10.2019
OUTREACH SPECIALIST
TOWSON UNIVERSITY
06.2016 - 01.2019
Server
WALT DISNEY WORLD PARKS AND RESORTS
08.2015 - 06.2016
CUSTOMER SERVICE ASSOCIATE
TOWSON UNIVERSITY
11.2012 - 08.2015
ASSOCIATE OF ARTS - General Studies, good academic standing
COMMUNITY COLLEGE OF BALTIMORE COUNTY
Similar Profiles
Raquel RiveraRaquel Rivera
Audit Coordinator at NEISAudit Coordinator at NEIS
Corey PageCorey Page
Premium Auditor at NEISPremium Auditor at NEIS
Jessica AyalaJessica Ayala
Call Center Audit Rep at NEISCall Center Audit Rep at NEIS