Phillip Pardo
Miramar, FL
• *** General Lines professional with extensive personal lines experience
• Familiar with various software insurance products including Applied TAM and Quoterush
• Data entry, Microsoft Excel, PowerPoint, Word, excellent written and communication skills as well. EDUCATION: Masters in Business Administration Keller Graduate School of Management, Miramar, FL BA Sociology with honors Chicago State University - Chicago, IL LICENSE: 220 General Lines (Property and Casualty) PROFESSIONAL EXPERIENCE:
Allstate Insurance - Plantation, FL December 2017 – January 2018 Insurance Agent
Quoted and bound homeowners insurance policies. Endorsed current policies. TCC Associates, Ft. Lauderdale, FL October 2016 – January 2017 Insurance Administrative Assistant
(Contract)
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Regular office duties like calendaring, mailing, data entry, mailing and faxing documents as needed.
• Personal lines account manager for full service agency.
• Answered all questions and concerns for assigned accounts for personal lines department.
• Wrote welcome letters for insurance clients
• Reviewed upcoming renewals with clients and rewrote polices with alternative insurance carriers including surplus lines.
• Validated coverage through endorsements, cancellations and evidence of insurance.
• Bound homeowners, flood, condo, renters, auto, umbrellas and PAF policies.
• Familiar with all authorized Florida insurance carriers.
• Created PowerPoint presentations including slides, adding texts, graphics and videos.
• Excel including formulas, charts, adding up/making formulas for different cells, using pivot tables, V-lookup and functions as well.
• Written flood insurance policies, flood limit for state insurance of Florida, familiar with flood limitations for homes as well as businesses.
Direct Property and Casualty Ins. - Doral, FL February 2016 – June 2016 Account Representative/Customer service
• Inbound/outbound call center.
• Sold Auto and Homeowners insurance policies through lead source.
• Received/made approximately 170 calls per day.
• Wrote letters for remaining debt to pay.
• Worked on workers compensation, writing, sending letters to individuals on missing information.
• Quoted prospects in Florida and Texas.
• Quoted and bound policies with the following carriers Progressive, Travelers, Allied, Safeco, Mercury, Infinity, National General, Windhaven and others.
• Excelled in sales and customer satisfaction.
Nations Insurance Solutions - North Miami Beach, FL August 2015 – February 2016 Insurance Sales Agent
• Inbound call center environment.
• Sold auto and home insurance policies to prospective clients.
• Provided quotes to prospective buyers through live-inbound transfers.
• Averaged 3 polices per day.
• Primarily sold policies in FL, TX and VA.
• Sales and customer satisfaction.
MacNeill Group Insurance - Sunrise, FL July 2014 – November 2014 Customer Service Representative
(Contract)
• Provided exceptional customer service in responding to questions and concerns of policyholders in a large inbound/outbound call-center environment.
• Received approximately 40-60 calls per day.
• Provided quotes for HO3, HO4 and DP3 homeowners insurance policies.
• Effectively handled each call in a timely and professional manner.
• Conversed with various 3rd parties including banks, inspectors and attorneys.
• Moved forward in binding the policy with the customer’s complete satisfaction.
• Fully utilized computer system software.
John Galt Insurance Agency - Ft. Lauderdale, FL February 2013 – May 2014 Administrative Assistant
• Dealt with assigned accounts for Personal Lines department.
• Entered all required information into the database system (Applied –TAM).
• Wrote letters for welcoming fraternity.
• Reviewed upcoming renewal with clients and if necessary rewrote policies with alternative insurance carrier.
• Validated coverage through endorsements, cancellations and evidence of insurance.
• Maintained expiration report for approximately 800 accounts which included homeowners, auto and premises liability policies.
• Hands-on experience with Microsoft Word, Excel and PowerPoint.
• Prepared and processed binders of insurance and endorsements.
• Provided back up to other Account managers as well as performing additional duties as required.
• Quoted prospects using SEMCAT application.
Emblem Health Insurance August 2012 – November 2012 Direct Marketing Representative
• Inbound/outbound call center.
• Qualifying prospects for Medicare Advantage plan.
• Upon eligibility setting up appointments and answering questions regarding the Medicare Annual Enrollment period.
• Used correct sales rebuttals when encountering resistance from prospects.
• Exceeded in Commissions.
Moved to Chicago and did telemarketing jobs randomly January 2010 – May 2012 Chase Bank, Melbourne, FL August 2008 – December 2009 Loss Mitigation Specialist III
• Provided account information and collected mortgage payments from people who were two or more months in default. Initiated payment plan for those who could not pay amount due.
• Position was upgraded to include qualifying individuals for the government sponsored (HAMP) program.
• Educated customers about the alternatives of foreclosure through loss mitigation methods.
• Explained all required documents necessary to initiate the loan modification process.
• Conversed with clients, attorneys and other 3rd party companies as to the status of the loan modification.
• Maintained a daily required quota and was commended various months by making bonus. Citibank, Sunrise, FL December 2006 – July 2008 Loan Officer
• Inbound/Outbound calls for existing customers.
• Solicited customers for 1st mortgages, 2nd mortgages, Equity loans and refinancing.
• Maintained a daily quota and was successful in obtaining bonus.
• Complete understanding of the loan origination process.
• Used sales techniques to provide and refinance mortgages.