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Office support, Data entry

Morton Grove, Illinois, 60053, United States
November 13, 2017

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**** ****** ** • Morton Grove, IL • 60053


Leverage my administrative, communication, documentation, record keeping and data entry skills to assist general office duties, queries and customer service. Use communication skills to engage customers and help create meaningful relationship with customer. Provide high level of customer service by ensuring all requirements are met. I am flexible in adopting change and have ability to learn quickly.


I am experienced with customer service, general office duties and administrative skills for more than twelve years. I have background as an Insurance processor, Data processor, Customer Service and communication specialist. I am a Self-motivated employee with strong interpersonal skill, oral and written communication skills. Great follow up skills to make sure all requirements are met per expectation. I am experienced with MS office, documentation and time management. With can do attitude perform assigned duties very efficiently and achieve expected goals.

Summary of Skills:

Experienced working with excel, power point, word, and Microsoft Outlook.

Experienced using SharePoint for documentation filling, copy and fax documents. Great data entry, Customer Service and interpersonal skills

Attended incoming calls from customers and agents for inquiry on insurance policies. Also, worked in call center environment to assist customer for roadside service.

Prepared binders for seminars or workshop. Placed orders for necessary publications for managers and directors. Assisted on special projects and run weekly reports.

Microsoft Office tools, Visio, Snag it, MS project, Share point, ClearCase & Clear Quest


Allstate Insurance, Northbrook, IL

Portfolio Coordinator May 2016 – October 2017

Partner with portfolio manager/intake coordinators on project intake requests including estimation, Project slotting, and resource request follow ups.

Update and maintain program share point site – with project details.

Zurich Insurance, Schaumburg, IL

Underwriter Service Specialist Rater, August 2015 – December 2015

Create Quotes for commercial General Liability & Commercial Auto markets.


Project Intake Coordinator, August 2014- March 2015

Partner with portfolio manager/intake coordinators on intake requests including estimation, slotting, and resource request follow ups.

Work with project managers on weekly variance and actual hour roll up.

Update and maintain program share point site – with project details.


Sr. Consultant, March 2006 – May 2013

Cross-trained and worked with multiple internal teams as a Business analyst: PPI (propagator), ALSTAR, Alliance, Auto, Property Personal Umbrella

Represented ALSTAR/Alliance teams at Project Initiation and Handover meetings.

Strategically partner with business owners for best project implementation options to reduce risk, cost and timelines of several projects while maintaining focus on project scope

Developed Business Requirements for IT Projects, managed projects, Created Test Plan Strategy, Functional Requirements Document, Customer Requirement Document

Developed/participated in BA work intake reviews, managed Change Requests, Issues/Risks, Test Results

Managed Project team's estimate hours/efforts with MS Project

Maintained SharePoint Management and ClearCase directories to facilitate communication with project teams and management, expediting access to critical information

Performed ICT Testing- in order to catch major project issues/defects prior to code release to the testing organization

Prepare project documentation following standards and project folder for SOX inspection

Project Coordinator, July 1998 – March 2006

Managed projects for maintenance, compliance or discretionary type

Created project requirements and distributed to all involve areas Held initial Customer Requirement Document walk through. Created project timeline and obtained timeline approval from project teams. Created test plan, and executed test plan. Provided project test results to field office. Created General Bulletin for each project

Held project status meeting with all involved area and updated the status of the project


Data Processor/ Communication Specialist, September 1997 – July 1998

Input data from estate planning questionnaire and printed those reports. Created binders for reports and mailed it to the Allstate agents within the given time frame

Attended incoming calls regarding estate planning questionnaire status and basic information

Prepared binders for seminars or workshop. Placed orders for necessary publications for managers and directors. Assisted on special projects and run weekly reports.


Risk Assistant, April 1995 – September 1997

Worked as an underwriting assistant. Assisted agents of assigned markets to reduce loss ratio and increase retention ratio for their book of business

Worked with best practices to increase net written premium. With Best Practice, collected agency data and created reports of business results. Point out any unusual pattern for the agents. Gave recommendations for improvement on agent’s book of business

Processed endorsements and answered incoming calls on 800 lines. Handle customer complaints at regional level and Department of Insurance level

ALLSTATE MOTOR CLUB, Arlington Heights, IL

Telephone Communication Specialist, January 1993 – April 1995

Attended incoming calls from Motor Club customers who are calling to cancel the motor club membership for various reasons. Explained customer importance and benefits of membership. With that tried to convince those customers to retain the membership

Assisted customer service or roadside assistance incoming calls as needed


Alstar Network Support Specialist, March 1992 – January 1993

Guided Allstate agents on diagnostics and technical support of AS400 for the Alstar Network

Placed service calls with vendors for non-functioning equipment

Opened calls with Home Office Alstar Support to correct processing issues

Insurance Processor Associate, July 1980 – March 1992

Processed auto new business applications and endorsements on AS400. Contacted agents for any missing information or questionable information on applications or endorsements

Ordered claim and driving reports to complete review of new applications or addition of new driver on existing policies then verify if information meets all requirements. Processed conversion of manual policies into mechanized policies

Education, Professional Development and Training

B.S Economics, Gujarat University - Borsad, Gujarat, India

MS Office, MS Project and Visio

Estimating Risk Management

Project tools & Technique training

Requirement gathering

Project Gating process

Full Project Life Cycle training

Business Partnering Process

Leveraging Diversity

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