Nancy Holubec, ACSR, CISR
Spring, Texas 77373
Phone: 81-350-2026
Self-motivated, goal oriented individual looking for career opportunities;
able to work in a fast-paced team environment.
Alliant Insurance
Customer Service Representative -June to December 2010
. Temp. to Temp. Job
. Creating and assemble account binders and desk top references
. Issue certificates of insurance
. Check policies, endorsements and audit processes
. Other related duties as assigned
Aon Risk Services of Texas, Inc.
Customer Service Representative - April 2009 to March 2010
. Actively support and monitor the renewal process.
. Issue insurance cards and certificates.
. Follow-up with underwriters to ensure timely issuance of policies and
endorsements
. Verify policy coverage against carrier quotes, binders and proposals
. Check and mail out all endorsements, audits and cancellations
Brown & Brown of Texas
Account Associate - July 2007 to December 2008
. Prepare submissions for market of accounts in conjunction with
producer and client
. Handle day-to-day account activities, including interaction with
clients and underwriters to address coverage questions, accounting
issues, and other relevant client facing duties
. Maintain and control expiration list for assigned accounts
. Review policies, process endorsements, and invoices, process audits,
reviewing loss control reports and recommendations
. Strong customer skills both internal and external
Aon Risk Services
Client Specialist - March 2005 to July 2007
. Request and process endorsements
. Check and mail out policies to clients
. Verify polices against carrier quotes, binders and proposals
. Process final audits, including invoicing additional and or return
premiums
. Initiate surplus lines processing of taxes and fees for non-admitted
carriers
Bowen, Miclette and Britt Insurance Agency
Account Manager Assistant - November 1994 to October 2004
. Check and process audits and policies
. Request and process endorsements
. Issue insurance certificates and insurance cards
. Process cancellations and reinstatements
. Resolve accounting discrepancies
. Order fire rates, loss history and motor vehicle reports
Commercial Lines Rater
. Internet rated insurance quotes for online companies
. Calculate all standard market quotes
. Order file rates
Universal Underwriters
Commercial Rater - June 1992 to November 1994
. Manually rate automobile policies
. Type and assemble policies
. Maintain office equipment
. Answer switchboard
Proficiencies
Bridge, Applied, Nexsure, Sagitta, Filenet/DMS, Lotus Notes, Microsoft
Outlook, Knowledge Exchange, Microsoft Word, Excel, Explorer
Certifications/Licenses
Designations: Customer Insurance Service Representative, Accredited
Customer Service Representative
Licenses: Texas License General Agent/ Property and Casualty