Csr

Location:

Posted:

June 16, 2017

Julie N. Naccari

Phone: (3-47-526-****) E-Mail: J ***********@*****.*** Experience

CSR Wright Insurance Company, Uniondale New York 11/2014-4/2017

. Processing Policies,Endorsement and Certificates

. Accounting issues

. Creating Loss Reports

Underwriting Assistant Genre, New York, New York 9 /1993-9/2014

. Creating/Processing New Clearances and Rating Tools for Casualty and Property Business

. Processing Quotes, Binders, Audits and Certificates for Casualty Business

. Maintaining and Creating Underwriting Account Files.

. Creating and Maintaining Salesforce and New Client Contacts

. Assisting and Creating in Large Client Marketing Events.

. Creating Excel Reports

. Scheduling Appointments with clients

. Liaison between our accounting department and our clients

. Ability to be a Great Team Member

. Setting up Video Conferencing, Conference Calls and Quarterly Client Meetings

. Managing and Assisting with Office Facilities.

S ecurity Certificates

.8 Hour Class

.16 Hour Class

.CPR/First Aid

Education

Post Undergraduate Computer School 6 /1992-6/1993 Immaculata High School 9/1982-6/1996

Skills

. Communication Verbal and Written

. Windows, Powerpoint & Excel 7

. Lotus Notes

. Sale Force

. Abode 8

. Concur

.imageright

. Microsoft