Customer Service Insurance

Rose B. Chapa, CISR

**** ******** ****, ******, ***** 77379 832-***-**** cell

Email: *********@*****.***

____________________________________________________________________________

________

PROFILE:

Thirteen years of diverse insurance experience, consistent

career growth with increased responsibility, highly skilled

customer service, and commissioned based sales.

P&C License

Bilingual (Spanish)

PROFESSIONAL EXPERIENCE:

Norouzi Insurance Agency (Independent Agency): March 15, 2011- Present

Houston, TX

Producer

Trident Marine Managers (MGA): March 2007- March 15, 2011

Houston, TX

Underwriting Account Representative

. Refined internal policy and endorsement issuance procedure to

bring company costs down enormously which reduced ink

expense, postage, paper, company letterhead, labels, and

employee time.

. Collaborated with Underwriters to gather the required

information from our Agents in order of maintaining our

Brokered markets current.

. Supported the Underwriting Marine Team by effectively

managing small to large accounts: Hull & Machinery,

Protection & Indemnity, Builders Risk, Excess, Bumbershoot,

Marine Employers Liability, Pollution, Terrorism, General

Liability, Contractors Equipment, & Property Liability.

. Processed In-House and Brokered new/renewal business

policies, endorsements, cancellations, reinstatements, order

audit/ surveys, and extension of coverage.

. Diligent, and detail oriented to ensure all invoicing

procedures are met for additional and return premiums.

. Prepared myself with additional education due to the ever-

changing environment and to adhere my attained knowledge.

. Established working relationships with Carriers: One Beacon

Insurance Company, XL Specialty Insurance, Price Forbes,

Markel, Environmental Pollution Group, Newman Martin Buchan

Limited, Lloyd's Underwriters, Chesterfield, Osprey

Underwriters, CV Starr, Mosaic.

Apex National Insurance Group (Independent Agency): November 2004-

February 2007

Houston, TX

Operations Manager/ Customer Service

Manage Accounts: Commercial Lines

Working with Standard/ Surplus Markets

. Entrusted as the Head of contact with MGA's as a result of

exceptional ability to promptly resolve concerns to satisfy

Underwriter's and Clientele with unresolved issues for

recommendations, application updates, endorsements, audits,

quotes, reinstatements, and cancellations, claims processing,

and interrupting coverage's.

. Managed bi-monthly reports for all new business, renewal and

expiring accounts.

. Reported directly to President and Vice President of

Operations and held full profit and loss accountability.

. Diligently reviewed our Producers and Agents applications

prior to quoting with Standard Markets or submitting to

Surplus Carriers.

. Prepared finance agreements with funding companies.

. Cross-trained and effectively managed employees in Personal

and Commercial departments.

. Efficiently handle paperwork from start to finish for new/

renewal accounts.

. Identified the appropriate Carriers for all accounts:

Property, General Liability, Apartment Complex, Shopping

Center, Multi- location Gas Stations, Construction, Builders

Risk, Vacant Risk, Bonds, Day Cares, Bars, Liquor Liability,

Restaurants, Clubs, Valet Servicing Companies, Commercial

Vehicles, Wholesalers, Retail Markets.

Experience with the following Carriers:

Travelers, Zurich, Philadelphia, Americana, Burns & Wilcox,

Crump, Delta, Evergreen, Heath, Hull & Co., McClelland & Hines,

Mullen, Progressive, RSI, Safeco, Schinnerer, Sure-Tec, Texas

Mutual, Texas Specialty, TX United, US Risk, TWIA, Vintage,

National Lloyds, ASI, FNIC, US Auto, GMAC, Infinity, and

Mercury.

Norouzi Insurance Agency (Farmers Agent) : 1998 - November 2004

Houston, TX

Customer Service: Personal Lines

. Aggressively maintained, rated, and reviewed accounts to

provide prominent service.

. Successfully serviced clients with translations,

endorsements, certificates of insurance for mortgagee, loss

payees, additional insured's, finance companies, produced

invoices, finance agreements, audit reviews, and mediated

pending underwriting issues due to inspections.

. Proactive in the claims process, preventing pending

cancellations, and educating customer of their current

insurance coverage and lack there of.

. Thrived in competition to produce new leads that generated

business to the Agency by cold calling, seeking referrals,

cross selling from existing clients, and marketing to Real

Estate/ Mortgage Brokers.

. Voluntarily processed DOT filings for client's long haul

commercial vehicles: Dump trucks, Tow Trucks, 18 wheelers,

Flatbeds, Bobtails, Private owned School Buses

. Consulted/ coached sales employees on various sales

techniques for special Farmers Insurance programs and

incentives.

Computer Skills Include: Insurance Pro, Agency Pro (Agency software),

Microsoft Office, AREV software, EZY Lynx Software.

Volunteerism: Actively involved in charitable organizations, including

International Missions projects, March of Dimes, Community Church outreach

Programs, and Health Fairs.

Contact this candidate