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Customer Service Insurance

Location:
Aliso Viejo, CA
Posted:
July 29, 2014

Contact this candidate

Resume:

ALDO PIZZARELLO ***/***-****

ace5oc@r.postjobfree.com

Education: High School Graduate, Ventura - CA.

Anaheim, CA

Employment Experience

Garcia Insurance Agency [retail]

Palm Springs, CA

Commercial Insurance Assistant

06/12 - 06/13

. Successfully & consistently managed tasks, workload, deadlines

. Provided support to commercial lines CSR's and producer[s]; utilized

follow-up suspense system

. Processed/verified accuracy of new & renewal multi-peril policies

from start to completion

. Prepared and issued evidence of insurance certificates with

corresponding endorsement forms.

. Requested, monitored & processed policy change endorsements, MVR's

& vehicle information cards

. Composed/created various basic word & excel documents as

required/necessary to service accounts

. Periodic contact with admitted & surplus lines insurance market

underwriters

. Responded to questions/concerns from clients, department staff, and

other agencies.

. Promptly provided information to clients, assisted in resolutions,

complaints.

. Performed research and gathered vital information when assisting

clients submit claims

in order to facilitate prompt resolutions.

. Maintained accurate documentation requests & resulting actions

taken.

. Entered, retrieved and used data from various information sources.

Elliott, Powell, Baden & Baker Insurance Agency Inc. [retail]

Portland, OR

Commercial Insurance Assistant

02/08 - 09/10

. Successfully & consistently managed tasks, account documentation,

workload, deadlines

. Provided support to commercial lines CSR's and producers; utilized

follow-up suspense system

Processed/verified accuracy of new & renewal multi-peril policies from

start to completion

Prepared and issued evidence of insurance certificates with

corresponding endorsement forms

Requested, monitored & processed policy change endorsements, MVR's &

vehicle information cards

. Composed/created various basic word & excel documents as

required/necessary to service accounts

Responded to questions/concerns from clients, department staff and

other agencies

Promptly provided telephone & email responses to requests from clients

& carriers

Shared/exchanged key information with CSR's & Producers, to resolve

issues, complaints

Maintained accurate, up-to-date documentation requests & resulting

actions taken

Periodic contact with admitted & surplus lines market carriers and

underwriters

McFall General Agency Inc. (Managing General Agent/Wholesale

Insurance) Portland, OR

Commercial Insurance Associate Underwriter/CSR

05/01 - 10/07

. Efficiently managed workload, account documentation subject to

deadlines in fast-paced environment

. Partnered with and provided assistance/support to President/CEO,

staff underwriters/producers

. Experienced with binding coverage, manual rating, preparing surplus

lines affidavit documents

. Ensured accurate and timely servicing and billing of accounts;

utilized follow-up suspense system

. Reviewed and managed Acord applications, endorsements, and related

underwriting documents

. Frequent contact with admitted & surplus lines market carriers and

underwriters regarding coverages & rating

. Responsible for quality control, accuracy and processing multi-peril

commercial property/casualty insurance policies, endorsements,

invoices, related correspondence, applications, loss runs,

supporting documentation provided by agents.

. Assisted UW/producer quoting commercial lines accounts. Assigned

policy numbers within binding authority

. Reviewed all necessary documents prior to submitting to policy

tech/issuance department

. Issued evidence of insurance certificates with appropriate

corresponding endorsement forms

. Provided confirmation of binding to agents; utilized follow-up

suspense system

. Ordered and reviewed completed inspection reports of insured's

operations, advising retail agent of necessary corrective action

. Reviewed completed policies for accuracy prior to releasing to

ensure accuracy & minimize potential EO action

. Issued & sent cancellation and/or reinstatement notices, loss runs

reports to retail producers

. Utilized applicable, current commercial property/casualty insurance

coverages based on carrier guidelines to maintain and service

accounts

. Developed and maintained productive & collaborative relationships

with agents, agency staff, carrier staff underwriters &

representatives to resolve new & renewal plan options,

questions/issues

. Routinely responded to questions, helped resolve concerns from

clients, department staff, and other agencies. Maintained accurate

documentation requests & resulting actions taken

Page 1

ALDO PIZZARELLO ANAHEIM, CA 760/895-

7154 ace5oc@r.postjobfree.com

Skills

> Knowledge & proficiency in AMS360 agency management, paper-port,

electronic invoicing

and paperless systems

> Experience with small to mid-sized accounts

> Limited experience with automated & manual rating process

> Familiar with inspections & loss control recommendations, ordering

MVR's

> Familiar with ACORD applications, endorsements & policy forms

> Experienced & familiar with standard [admitted] and E & S markets

> Sound interpersonal/communication skills

> Adept at organizing and balancing competing priorities in a fast-paced

environment

> Knowledge and understanding of commercial insurance coverages, carrier

guidelines

> Ensured policy & coverage compliance through underwriting guidelines,

procedures

> Processed broker of record notice letters, cancellations,

reinstatement notices, audits

> Able to demonstrate strong ethics, leadership, interpersonal skills,

communication

> Continuously exhibited professional customer service skills. Motivated

to succeed

> Self-discipline/strong organizational skills

> Analytical, exceptionally detail oriented, committed to accuracy

> Able to handle multiple tasks with interruptions while maintaining

focus and accuracy.

> Computer astute, familiar with common business software; adaptable to

changing priorities

> Process tasks quickly, accurately and timely, with excellent follow

through.

> Responsible for actions and performance while striving to maintain

work quality and performance.

> Able to demonstrate respect and compassion for others. Embraces a win-

win approach to work issues and problem solving with co-workers.

> Collaborative, cooperative & mature team player.

> Able to anticipate what needs to be done before it becomes a

necessity, aiding in prevention of common errors

> Willing to solicit assistance from others when needed or, when

decision is beyond scope of responsibility/authority

> Bi-Lingual [Spanish/English]

> Typing 59 wpm

> Consistent & punctual attendance

> Ability to stay current with relevant technology and innovation.

> Knowledge of electronic scanning, archiving

Worked or familiar with the following standard and E&S carriers: Hartford,

Allied, Penn-America, Penn-Star, Western Heritage, Golden Eagle, Liberty

Mutual, Maxum Indemnity, Nautilus, First Comp, State Comp Ins Fund, Capitol

Indemnity, Travelers, Philadelphia, Lloyds, Markel.

LICENSE: California Resident Property-Casualty Broker/Agent [Expires

2016]

Microsoft Office Experience

Word

0 - 15+ years [Advanced]

Excel

5 - 10 years [Beginner to Intermediate]

Outlook

0 - 15+ years [Intermediate]

Internet Experience - 20 years

Page 2



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