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Customer Service Administrative Assistant

Hollywood, Florida, United States
November 23, 2018

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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


• 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


• 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.

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