Insurance Customer Service

DANIELLE EVETTE ROSAS

****-* ****** ***** . ******, TX 78723

Home Phone: 512-***-**** . Mobile Phone: 512-***-****

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

OBJECTIVE

I'm looking for the opportunity to make a difference by joining a rapid

growth organization that has a need for an experienced individual with an

established track record and strong customer service/office/administrative

skills.

EXPERIENCE

Texas Bankers Insurance Agency, Austin TX: Commercial

Underwriting/Marketing Assistant

(08/09 -01/10)

*Opens, sorts and date stamps all mail.

*Performs night utilities.

*Mails and follows up on Bancinsure Marketing Letters.

*Marketing call backs & updates prospect renewal dates and information.

*Responsible for all product Inventory and Supplies.

*Assembles proposal packets for all renewals and new business quotes.

*Responsible for assembling and preparing Policy Binders for mailing.

*Responsible for setting up claims/reporting claims/ following up on

claims.

*Prepare all mail and overnight mail.

*Responsible for large item bar-coding/scanning and eventually attachment

to client file.

*Other duties as assigned by supervisor or management.

*Processing policies, endorsements, invoicing and posting payments.

*Data entry for insurance applications.

*Maintaining a client base of insurance renewals.

*Continual training and increase of knowledge.

Daniels-Head Insurance Agency, Austin TX: Assistant Account Executive

(06/07 - 12/08)

*Complete applications, submit to markets, and obtain quotes for new and

renewal accounts. Ensure that policies are

renewed on a timely basis. Issue binders/certificates of insurance/

auto ID cards at renewal and through policy term.

*Check in policies/endorsements/audits for accuracy and completeness then

request corrections if needed. Invoice all

policies, premium bearing endorsements and audits.

*Heavy phone/email/fax volume with clients and company underwriters to

maintain good relationships with insurance

markets and clients.

*Prepare policies for mailing which includes a professional, detailed

summary of insurance.

*Proficient in the use of various companies rating programs via online.

*Assist in premium collection when necessary and posting payments.

Higginbotham & Associates, Austin TX: Senior Commercial Service

Representative (08/04 - 04/07)

*Prepares routine correspondence on PC using Microsoft Word and Excel.

*Inputs policy changes or amendments into the Agency Management System

(AMS).

*Perform follow-up with the insurance companies for outstanding policies,

endorsements, etc.

*Prepare I.D. cards, binders, change requests and cancellation follow-up.

*Perform policy checking, invoicing and input/entry of coverage(s), per

policy terms, into the AMS.

*Process premium and non-premium endorsements including invoicing,

posting payments and input into the AMS.

*Perform audit follow-up, checking, updating of detail into the AMS and

invoicing.

*Run Motor Vehicle Reports.

*Supervise and train new hires and trainees.

*Maintain phone coverage for teammate(s) in his/her absence.

*Produce certificates of insurance and update holders &/or additional

interests.

*Prepare posting notices.

*Matches mail; i.e. policies, endorsements, pending mail, copies.

*Operates standard office machines; i.e., fax, copier, printers.

*Perform various other miscellaneous clerical type

duties/responsibilities.

*Assist on various projects as needed and assigned.

Nieman Hanks Puryear/Frost Insurance Agency, Austin TX: Commercial Lines

CSR (09/99 - 07/04)

*Complete applications, submit to markets, and obtain quotes for new and

renewal accounts. Ensure that policies are

renewed on a timely basis. Issue binders/certificates of insurance/

auto ID cards at renewal and through policy term.

*Check in policies/endorsements/audits for accuracy and completeness then

request corrections if needed. Invoice all

policies, premium bearing endorsements and audits.

*Heavy phone/email/fax volume with clients and company underwriters to

maintain good relationships with insurance

markets and clients.

*Prepare policies for mailing which includes a professional, detailed

summary of insurance.

*Proficient in the use of various companies rating programs via online.

*Assist in premium collection when necessary and posting payments.

Northwestern National Insurance Company, Austin TX: Assistant Underwriter

(07/95 - 9/99)

*Posting and batching payments received with the applications.

*Order motor vehicle, credit, and undisclosed driver reports via Equifax

and Choicepoint

* Process/underwrite/rate new business applications and endorsement

requests according to guidelines in rating manual.

*Refer all applications not meeting guidelines to an underwriter. Send

letters advising reason for increase in

premium, requesting additional information or requesting information that

may have been missing from the application.

*Generate various monthly reports using Microsoft Excel.

*Cross-train other employees (Underwriting procedures).

Sentry Insurance Company, Austin TX: Data Entry Underwriting Clerk (06/94 -

07/95)

*Processed non-standard auto and motorcycle applications according to

guidelines in rating manual. Generate

cancellations if applications fail to meet guidelines. Endorsed policies

by adding violations found on motor

vehicle reports and processed endorsements submitted for various changes

to an existing policy.

Texas Insurance Advisory Association (TICO), Austin TX: Examiner (06/86 -

04/94)

*Audited insurance policies (daily reports) in the Commercial Property

Department. Processed cancellations and

endorsements. Write formal suggestions detailing errors found on

policies. Audited tape policies. Tape policies are

policies sent on magnetic tape which has to be decoded. I was trained to

decode.

Also, audited ARB's (Average Report Bulletins) and wrote formal

suggestions stating errors found and how to correct

them. Last but not least, I proofed fellow examiner's work to make sure

proper procedures and guidelines were being

followed.

EDUCATION

McCallum High School, Austin TX (1986)

Austin Community College, Austin TX - Accounting Major, (Attended For Two

Years)

Virginia College (2009) Medical Assisting and Office Administration Program

North American University (2010) - Major is BS in Healthcare Management

(Currently Enrolled)

SKILLS

Hardware: IBM/IBM Compatible Computers & Various Copiers, Fax Machines &

Office Machines

Software: Microsoft Office - Word, Excel & Access, Windows

95/NT/ME/XP/Vista/7

Lotus Notes, Outlook, Outlook Express, Applied Systems

(Wintam) & Sagitta

REFERENCES

Furnished upon request.

Contact this candidate