Customer Service Marketing

Doreen Joyce Macapagal-Prophete

**** ******** ****** **** ****, NY 11374 Telephone: 516-***-****

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

SUMMARY:

Marketing associate with nine years commercial lines insurance experience within a specialized

wholesale brokerage firm. Highly focused and results oriented in production of account

profitability in a deadline driven, fast paced environment.

PROFESSIONAL EXPERIENCE:

5/06-Present Specialty Marketing, Hartan Brokerage Inc.

New York, NY

Evaluate and quote new and renewal risk submissions for commercial lines insurance with a

focus in workers compensation, business owners, package and umbrella coverage

Communicate with insurance underwriters to serve as a liaison between our firm and the agent

Develop marketing strategies designed to increase new business submissions

Process renewal policies and respond to retailers inquiries with regard to renewal ratings,

procedures and regulations

7/01-5/06 Marketing Assistant, Hartan Brokerage Inc.

Worked directly with the Executive Vice President of Production and marketing staff

Maintained and improved the new and renewal submission database

Assisted in gathering marketing information for new and renewal business

Developed and maintained contacts with brokers

Conducted administrative details to the office, assisting in communications, coordinating and

providing marketing assistance, composing letters and memos

Supervised the coordination of office calendars, arranging of interdepartmental meetings,

communications and travel

Provided analysis to the excess and surplus lines laws and regulations for 29 states

Issued state transaction numbers

Completed surplus lines disclosure forms

Prepared and submitted state tax reports as required

Kept up to date with bulletins, updates and/or changes of surplus lines procedures for each state

Set up new, renewal and endorsement binders

Invoiced new, renewal and endorsement binders

Communicated daily with brokers and underwriters

Coordinated with our Marketing Department regarding written accounts

9/99-7/01 Customer Service Representative, INDS

Garden City, NY

Provided customer service via telephone

Interpreted contract wording to policy holders

Reviewed repair claim services

Assisted policy holders with resolving any repair service claim covered under contract

EDUCATION:

Oct 2007 New York State Insurance Broker License, St John’s University, New York, NY

1997-1999 Associates Degree in Liberal Arts, Nassau Community College, Garden City,

NY

SKILLS:

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Knowledge of AS400 (billing system) and insurance systems such ELANY and Sagitta.

Type 70 wpm with complete accuracy.

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