Mary Mongeluzi, CISR

**** ***** ****, ************, ** 19154

267-***-****

ac3dgy@r.postjobfree.com

Pennsylvania Producer License # 438770

New Jersey Producer License # 1564128

Objective

To obtain a position where I am able to meet and enhance the goals and objectives of my employer and also enhance my mathematical aptitude and analytical skills

Experience

Agency Services Representative / Commercial Lines Account Manager

August 2014-April 2015 / April 2015-Present, Borden Perlman, Ewing, NJ

Processing of New Business, Renewals, Endorsements, Cancellations, Reinstatements, Non-Renewals, Broker of Record, State Filings, etc

Request reports, surveys and experience of individual risks and other related information from various bureaus or service organizations

Communicate with Internal/External parties to obtain data needed for policy issuance and/or policy modifications

Maintain/exceed service standards: by monitoring work queue and taking appropriate action needed to ensure timely processing of request from underwriters, billing and audit areas

Review and verify policy data for accuracy

Assemble, distribute and file policies, endorsements and related materials

Agency Support

January 2013-August 2014, Michael Pigott Insurance Agency, Bensalem, PA

Answer all incoming calls, route calls, record and dispense messages

General administrative tasks such as faxing, mailings, copying, word processing

Processing of Endorsements, Cancellations, Reinstatements, Broker of Record

Initiated and successfully closed cross sale opportunities for auto and property policies

Demonstrated problem solving skills to efficiently service customers' accounts

Office Manager

July 2010-December 2012, East Coast Comfort, Inc., Philadelphia, PA

Answer all incoming calls, route calls, record and dispense messages

Schedule appointments, maintain and update appointment calendars

General administrative tasks such as faxing, mailings, copying, word processing, inventory, ordering office supplies, ordering of equipment needed for service and/or installations, office maintenance

Record data for each employee, including such information as; addresses, earnings, absences, supervisory reports on performance, and dates of and reasons for terminations.

Provides benefits support by processing benefit information, coordinating benefit enrollments and handling associated correspondence.

Prepares offer letters for new hires.

Prepares new hire packets and personnel files and assists with new hire orientations

Obtains revenue and pays invoices by verifying and completing payable and receivable transactions

Pays invoices by verifying information; scheduling and preparing disbursements; obtaining authorization of payment

Obtains revenue by verifying information; scheduling and preparing disbursements; obtaining authorization of payment

Obtains revenue by verifying information; computing charges and refunds; preparing and mailing invoices; identifying delinquencies and notifying customers of delinquent or insufficient payments

Maintains accounting ledgers by posting account transactions

Secures financial information by completing database backups

Maintains financial historical records by filing accounting documents

Underwriting Assistant

March 2007-August 2010, Zurich, NA, Philadelphia, PA

Processing of New Business, Renewals, Endorsements, Cancellations, Reinstatements, Non-Renewals, Broker of Record, State Filings, etc

Verify and make any necessary revisions to experience Moods.

Request reports, surveys and experience of individual risks and other related information from various bureaus or service organizations

Investigate and resolve insurance department complaints and bureau criticisms

Communicate with Internal/External parties to obtain data needed for policy issuance and/or policy modifications

Maintain/exceed service standards: by monitoring work queue and taking appropriate action needed to ensure timely processing of request from brokers, underwriters, billing and audit areas

Review and verify policy data for accuracy

Assemble, distribute and file policies, endorsements and related materials

Assist in the training of new employees in the business unit as respects to rating, processing and customer service related functions

Identify and communicate system related problems

Office Manager/Customer Service Representative

September 2005-February 2007, Nationwide Insurance, Bloomsburg, PA

Demonstrated outstanding relationship building, follow-through, and customer service

Retained and applied product knowledge for assistance with customer concerns

Responsible for evaluating customers’ needs to adequately determine the appropriate insurance coverage to offer

Initiated retention on irate callers while simultaneously providing great customer service

Initiated and successfully closed sale opportunities for auto and property policies

Contributed to an exceptional sales experience for customers to meet sales targets and performance goals

Applied effective selling techniques to identify cross-selling opportunities to maintain retention

Demonstrated problem solving skills to efficiently service customers' accounts

Responsible for overseeing daily operations in the agency

Reviewed applications to determine acceptability of risk in accordance with company guidelines

Underwriting Assistant

April 1989-September 2005, PA Lumbermens Mutual Insurance, Phila, PA

Responsible for Commercial multi-line rating, quoting, binding and reviewing endorsement requests for processing

Reviewed applications to evaluate, classify and assign the appropriate rate needed for insurance

Handled any and all correspondence, records, and reports for processing

Directed risk involved matters directly to manager for evaluation

Prepared requisitions for credit reports, Motor Vehicle Reports (MVR), Dun & Bradstreet reports, and Loss Runs in order to compile and summarize pertinent information for underwriting worksheets

Evaluated application forms, inspection reports and insurance maps

Handled Underwriting and pricing of renewal accounts within underwriting authority for Property, General Liability, Business Automobile, Umbrella Liability, Crime and Workers’ Compensation

Prepared and processed in excess of 150 accounts each month.

Effectively handled General Liability and Workers’ Compensation audits on a monthly basis

Trained all incoming employees on all aspects of the job

Education

National Alliance for Insurance Education & Research, CISR Designation, December 2015 (Alliance ID Number: 1201489)

Casualty, Property and Allied Lines August, 2005

National Flood Insurance Program June, 2005

PAPE-Property & Casualty Pre-licensing May, 2005

Commercial Property Rating 2000 (Self-study pictorial course)

Commercial General Liability 2000 (Self-study pictorial course)

Abraham Lincoln High School June, 1983, Philadelphia, PA

References

Sandra Muldoon, PA Lumbermens Mutual Insurance, 215-***-****

Diane Taylor, Zurich, NA, 215-***-****

Scott Phillips, Scott J Phillips Insurance Agency, 1-570-***-****

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