At Paul Santone State Farm Agency, I serve as the main point of contact between customers and the underwriting department. I process policy transactions across General Liability, BOP, Commercial Auto, and Fire, and review documents for accuracy and completeness.
Before moving into insurance, I managed compliance documentation and regulatory records at Centerra Co-Op, where I also used SharePoint and Excel to track operational data and deadlines. My earlier work includes data validation with iRely ERP at Centerra Co-Op and coordinating with insurance carriers on authorizations at Lake Health.
