Reviews client files and collaborates with team to prepare information which includes thorough analysis of file strategies, claims status and emerging trends.
October 26, 2022
Assisting with various state and local indirect tax consulting projects including sales & use and excise tax overpayment reviews, tax implications of sales and purchase transactions, audit defense services, nexus planning, and voluntary disclosures.
November 08, 2022
Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.
February 17, 2023
Demonstrated detailed knowledge of property and sales/use tax policy and procedures of taxing jurisdictions that the Company operates within.
April 08, 2023
Provide deep dive analysis into emerging trends, derive new business insights and become a trusted business partner during Catastrophe planning and reporting, explaining results and recommendations to the Claims team and to Senior Claim Leadership.
April 08, 2023
Demonstrates community and apartment/community knowledge and communicates the features and benefits of the community with potential residents.
April 17, 2023
Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals.
April 28, 2023
Development of advanced claim monitoring metrics and leading indicators for process improvement, which includes becoming the subject matter expert of the data and ownership of metric definitions.
May 03, 2023
Communicate corporate policy issues with relocating family according to the Policy & Property Management procedures and guidelines reference manual.
May 05, 2023
Attends client status calls and meetings and provides supporting data and findings for the leadership team.
May 09, 2023