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Customer Service Quality Assurance

Location:
Jupiter, FL
Salary:
35,000
Posted:
May 01, 2014

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Resume:

Cheryl Lopez-McAliley, ***** **nd Drive North, West Palm Beach, Fl 33418

acdyaa@r.postjobfree.com 561-***-****

Insurance Professional with over 30 years experience in the industry, focusing on Commercial and Personal Lines of

Business. Highly successful at customer service using listening skills and providing clients with alternative solutions.

Proven ability to work independently as well as in a team environment.

• PROFESSIONAL EXPERIENCE

• RCA Insurance Group

• Rating Specialist - Underwriting Assistant

2008-2013

• Rating of Commercial Lines multiple States - applying rates per specific underwriting guideline, for multiple

states to a get the correct premiums for new and renewal business. I specialize in speed, accuracy and

dependability.

• Set up and data entry of all new and renewal business to prepare quotes for multiple underwriters per state specific

guidelines.

• Current duties include by not limited to; Policy issuance, Certificates of Insurance, Endorsements, Cancellations

and Reinstatements for all agents and the insured. Scan, fax, file, and answer phones when necessary, I have the ability

to assist in all fields of any operation.

• Aon Risk Services 2001-2007

• Associate Director - Commercial Lines/Personal Lines

• Quality control - Checked Production team of 50 + employees for quality assurance.

• Issuance of certificates, endorsements, auto identification cards and other required documents.

• Issued Manuscript forms ISO NYS MTA DOT forms, daily.

• Serviced clients directly to expedite processing time.

Jefferson Insurance Group (Allianz Insurance Company), Jersey City, NJ. 1988-2001

Software Tech Support Specialist 1996-2001

• Technical support for Corporate Rating Software to 45 Agents and 10 in-house users.

• Create and maintain all program updates for agents and internal systems.

• Export and Import of data to company's managing general agents, including data reporting, to state

agencies, reinsurance facilities and ISO.

• Extracted monthly production from 45 agents and interface into corporate mainframe system.

• Assisted in development of Lotus Notes Data Base to track programming changes and costs.

• Distribute Excel month end closing reports to product analysts and management.

Forms Development Specialist - Form Maker / Docu Corp Software 1993-1996

• Created of 3,000 insurance forms using FormMaker DocuCorp DAP and FAP tools.

• Developed and maintained 30+ agents forms library and provided help desk support. Built ISO forms library

reference books and tracked form changes, updating agents and in-house users with current ISO forms, as

mandated by law.

• Wrote explicit installation and update instructions for each agent on a monthly basis. Was responsible for onsite

training.

• Coordinated development of software rating including development, testing, installation and training.

• Assisted in preparation of state filings for admitted business.

Underwriting Assistant and Administrative Assistant to VP 1990-1993

• Assisted Commercial Auto, Personal Lines and Homeowner product Mangers with preparation of State

Filings and ICC Commercial Auto Filings.

• Ran daily interface Software to import and export personal and commercial lines policies.

• Administrative duties included booking travel arrangements, filing, typing and other

miscellaneous functions for the department.

Claims Assistant /Senior Coder - AS 400 WINS 1988-1990

• Entered claims and diary info for 25+ adjusters.

• Ran queries for claims and underwriting departments.

• Coded General Liability, Package and Commercial Auto policies into WINS System.

• Audited policies to verify the premium for accuracy, and correct coding. Developed workflow and training of new

coders.

Involved with the initial setup manual setup into computer of the company data into mainframe system.

Career Enhancement Education IT Skills.

Business Administration & Computer Science Major, St. Peters College, Jersey City NJ: Skills include; Microsoft Office, Word, Excel, Access, Power Point, Lotus

Notes, Nitro, Adobe Acrobat, AMS360, Vertafore, DocuCorp Software, AIM-Rackley Rating System, Quicken–QuickBooks, Accounting AR, Form Maker

Software, DOS & AS400 WINS. Received Annual STAR Awards for Customer Satisfaction, 2003, 2004, 2005, 2006. References furnished upon request.



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