Insurance Customer Service

Katherine Castellon

Email: abqfzc@r.postjobfree.com

Address: **** ******* *** *****

City: Virginia Beach

State: VA

Zip: 23456

Country: USA

Phone: 757-***-****

Skill Level: Management

Salary Range: $60,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

KATHERINE Z. CASTELLON

2621 Hunters Run Trail

Virginia Beach, Virginia 23456

757-***-**** abqfzc@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Dedicated and tenacious business professional with experience in analyzing data, finding financial variances, reconciling bookkeeping systems, and implementing standard operating procedures. Particularly talented at finding solutions creatively through the use of technology. Other skills include:

* Solid aptitude in analyzing and solving problems.

* Excellent proficiency in gathering data, compiling information, and preparing reports.

* Profound knowledge of planning and scheduling techniques.

* Noteworthy competence in creating, composing, and editing written materials.

* Strong interpersonal and communication skills, especially telephone demeanor.

* Deep knowledge of customer service standards and procedures.

* Strong team player ethics and willingness to help all reach goals.

* Outstanding ability to lead and train staff.

PROFESSIONAL EXPERIENCE

TIDEWATER ADVENTIST ACADEMY - Chesapeake, VA July 2010 - present

A private Kindergarten through eighth grade Junior Academy.

Teaching Principal

Teach core subjects in a grade 6, 7 and 8 multi-grade class, procure sponsorships for students with financial needs, plan and analyze school`s operating budget, and manage staff of four

* Developed accounting procedures to streamline bookkeeping and financial registration process

* Created new company in Quickbooks online and maintain bookkeeping system

BETHESDA JUNIOR ACADEMY - Amityville, NY August 2008 - July 2010

A private Kindergarten through tenth grade Junior Academy.

Teacher

Taught core subjects in a grade 5 and 6 multi-grade class, coordinated programs and activities for Hispanic Heritage Month, and assisted with administrative duties as requested by school principal

* Researched and created computer templates for teacher use

* Performed computer software troubleshooting activities for teachers and staff

THE NOVICK GROUP, INC. - Rockville, Maryland November 2007 - July 2008

Insurance brokerage agency that has provided comprehensive insurance services to the nonprofit and association communities for over twenty years. Insurance products sold include Commercial Package, Commercial Auto, Employee Dishonesty, Directors and Officers Liability, Professional Liability, Fiduciary Liability, Travel Accident, Kidnap and Ransom, Workers Compensation, Meeting Cancellation, and Special Event Liability.

Meeting Cancellation Insurance Representative

Assisted non-profit organizations in obtaining property and casualty insurance products

* Managed, serviced and renewed policies of small account clients.

* Examined workflow processes to streamline the issuance of renewal policies.

* Analyzed small account client list and up-sold Meeting Cancellation Insurance, Special Event Liability Insurance, Commercial Package Insurance and other products relative to client risk.

* Implemented the roll out of ShowGuard program which assures that exhibitors at a client`s convention meeting secure liability insurance and name the association and convention center as named insureds.

* Developed a computer tracking system that resulted in a 10 percent increase in renewals of Meeting Cancellation policies over the previous year.

* Initiated training of new employees on daily company operations.

NORTH AMERICAN DIVISION TREASURY - Silver Spring, Maryland April 2007 - November 2007

Provides administrative and financial leadership for the North American Division of the Seventh-day Adventist Church, serves as a trustee of the funds it receives from the nine Union Conferences, develops and monitors the operating budget for the North American Division, and serves as liaison with the General Conference and other world divisions of the Seventh-day Adventist Church.

Executive Assistant

Verified monthly expense reports, collected statistical reports for the North American Division, reconciled Treasury`s monthly healthcare account bank statement, and provided administrative support to the North American Division Treasurer

ADVENTIST RISK MANAGEMENT - Silver Spring, Maryland March 2005 - March 2007

Provides professional oversight of the risk financing tools owned by the Seventh-day Adventist Church. Services include client visitation, insurance placement services, claims management, risk management education, and loss prevention. Also develops effective methods of risk control, helps the church evaluate risks, and provides prudent risk financing solutions.

Re-Insurance and Statistical Analyst (July 2006 - March 2007)

Processed re-insurance billing and reimbursements. Conducted re-insurance statistical reporting.

* Developed database and reports in Microsoft Access to reconcile claims data, which saved the company two weeks per month in manual data entry time

* Authored procedure manual to document re-insurance process

* Trained new employee on re-insurance responsibilities

Auto Underwriter (March 2005 - June 2006)

Calculated auto policy renewal premiums for vehicles within the North American Division automobile insurance program

* Developed an experience rating template that saved Adventist Risk Management over $12,000

* Established guidelines and templates that standardized the auto policy renewal process

* Trained staff in auto underwriting activities

JOHN NEVINS ANDREWS SCHOOL - Takoma Park, Maryland August 2002 - March 2005

A private Kindergarten through eighth grade school.

Administrative Assistant

Generated statistical reports of the school`s activities for the Potomac Conference, managed the student registration process, and scheduled Parent/Teacher conferences among other administrative support duties

* Interpreted conversations and translated documents for Spanish speaking parents

* Interpreted sermons in English to Spanish on school visits to Spanish constituent churches

PRICEWATERHOUSECOOPERS LLP - Tysons Corner, Virginia May 1998 - July 2002

Provides industry-focused services in the fields of assurance, tax, human resources, transactions, performance improvement and crisis management.

Billing and Scheduling Coordinator

Resolved billing discrepancies, coordinated weekly workflow, scheduled meetings, and provided administrative support to tax compliance department

SOFTWARE

Extensive knowledge in AMS 360 Agency Management System, Excel, Word, PowerPoint, Access, Outlook, Groupwise, and QuickBooks.

EDUCATION

Virginia Commonwealth University, Richmond, VA

Bachelor of Science, Finance 1993

University of Phoenix, Phoenix, AZ (online)

Masters of Arts, Education 2011

SKILLS & COMMUNITY SERVICE

* Native Spanish Speaker

* Church Treasurer 2002-2008

* Teen Mentor and Tutor in Pre-Algebra, Algebra I, Algebra II and Spanish 2006-2008

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