Customer Service Insurance
Resume:
****.***********@*****.***
Education: High School Graduate, Ventura - CA.
Anaheim, CA
Employment Experience
Garcia Insurance Agency [retail]
Palm Springs, CA
Commercial Insurance Assistant
06/12 - 06/13
. Successfully & consistently managed tasks, workload, deadlines
. Provided support to commercial lines CSR's and producer[s]; utilized
follow-up suspense system
. Processed/verified accuracy of new & renewal multi-peril policies
from start to completion
. Prepared and issued evidence of insurance certificates with
corresponding endorsement forms.
. Requested, monitored & processed policy change endorsements, MVR's
& vehicle information cards
. Composed/created various basic word & excel documents as
required/necessary to service accounts
. Periodic contact with admitted & surplus lines insurance market
underwriters
. Responded to questions/concerns from clients, department staff, and
other agencies.
. Promptly provided information to clients, assisted in resolutions,
complaints.
. Performed research and gathered vital information when assisting
clients submit claims
in order to facilitate prompt resolutions.
. Maintained accurate documentation requests & resulting actions
taken.
. Entered, retrieved and used data from various information sources.
Elliott, Powell, Baden & Baker Insurance Agency Inc. [retail]
Portland, OR
Commercial Insurance Assistant
02/08 - 09/10
. Successfully & consistently managed tasks, account documentation,
workload, deadlines
. Provided support to commercial lines CSR's and producers; utilized
follow-up suspense system
Processed/verified accuracy of new & renewal multi-peril policies from
start to completion
Prepared and issued evidence of insurance certificates with
corresponding endorsement forms
Requested, monitored & processed policy change endorsements, MVR's &
vehicle information cards
. Composed/created various basic word & excel documents as
required/necessary to service accounts
Responded to questions/concerns from clients, department staff and
other agencies
Promptly provided telephone & email responses to requests from clients
& carriers
Shared/exchanged key information with CSR's & Producers, to resolve
issues, complaints
Maintained accurate, up-to-date documentation requests & resulting
actions taken
Periodic contact with admitted & surplus lines market carriers and
underwriters
McFall General Agency Inc. (Managing General Agent/Wholesale
Insurance) Portland, OR
Commercial Insurance Associate Underwriter/CSR
05/01 - 10/07
. Efficiently managed workload, account documentation subject to
deadlines in fast-paced environment
. Partnered with and provided assistance/support to President/CEO,
staff underwriters/producers
. Experienced with binding coverage, manual rating, preparing surplus
lines affidavit documents
. Ensured accurate and timely servicing and billing of accounts;
utilized follow-up suspense system
. Reviewed and managed Acord applications, endorsements, and related
underwriting documents
. Frequent contact with admitted & surplus lines market carriers and
underwriters regarding coverages & rating
. Responsible for quality control, accuracy and processing multi-peril
commercial property/casualty insurance policies, endorsements,
invoices, related correspondence, applications, loss runs,
supporting documentation provided by agents.
. Assisted UW/producer quoting commercial lines accounts. Assigned
policy numbers within binding authority
. Reviewed all necessary documents prior to submitting to policy
tech/issuance department
. Issued evidence of insurance certificates with appropriate
corresponding endorsement forms
. Provided confirmation of binding to agents; utilized follow-up
suspense system
. Ordered and reviewed completed inspection reports of insured's
operations, advising retail agent of necessary corrective action
. Reviewed completed policies for accuracy prior to releasing to
ensure accuracy & minimize potential EO action
. Issued & sent cancellation and/or reinstatement notices, loss runs
reports to retail producers
. Utilized applicable, current commercial property/casualty insurance
coverages based on carrier guidelines to maintain and service
accounts
. Developed and maintained productive & collaborative relationships
with agents, agency staff, carrier staff underwriters &
representatives to resolve new & renewal plan options,
questions/issues
. Routinely responded to questions, helped resolve concerns from
clients, department staff, and other agencies. Maintained accurate
documentation requests & resulting actions taken
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ALDO PIZZARELLO ANAHEIM, CA 760/895-
7154 ****.***********@*****.***
Skills
> Knowledge & proficiency in AMS360 agency management, paper-port,
electronic invoicing
and paperless systems
> Experience with small to mid-sized accounts
> Limited experience with automated & manual rating process
> Familiar with inspections & loss control recommendations, ordering
MVR's
> Familiar with ACORD applications, endorsements & policy forms
> Experienced & familiar with standard [admitted] and E & S markets
> Sound interpersonal/communication skills
> Adept at organizing and balancing competing priorities in a fast-paced
environment
> Knowledge and understanding of commercial insurance coverages, carrier
guidelines
> Ensured policy & coverage compliance through underwriting guidelines,
procedures
> Processed broker of record notice letters, cancellations,
reinstatement notices, audits
> Able to demonstrate strong ethics, leadership, interpersonal skills,
communication
> Continuously exhibited professional customer service skills. Motivated
to succeed
> Self-discipline/strong organizational skills
> Analytical, exceptionally detail oriented, committed to accuracy
> Able to handle multiple tasks with interruptions while maintaining
focus and accuracy.
> Computer astute, familiar with common business software; adaptable to
changing priorities
> Process tasks quickly, accurately and timely, with excellent follow
through.
> Responsible for actions and performance while striving to maintain
work quality and performance.
> Able to demonstrate respect and compassion for others. Embraces a win-
win approach to work issues and problem solving with co-workers.
> Collaborative, cooperative & mature team player.
> Able to anticipate what needs to be done before it becomes a
necessity, aiding in prevention of common errors
> Willing to solicit assistance from others when needed or, when
decision is beyond scope of responsibility/authority
> Bi-Lingual [Spanish/English]
> Typing 59 wpm
> Consistent & punctual attendance
> Ability to stay current with relevant technology and innovation.
> Knowledge of electronic scanning, archiving
Worked or familiar with the following standard and E&S carriers: Hartford,
Allied, Penn-America, Penn-Star, Western Heritage, Golden Eagle, Liberty
Mutual, Maxum Indemnity, Nautilus, First Comp, State Comp Ins Fund, Capitol
Indemnity, Travelers, Philadelphia, Lloyds, Markel.
LICENSE: California Resident Property-Casualty Broker/Agent [Expires
2016]
Microsoft Office Experience
Word
0 - 15+ years [Advanced]
Excel
5 - 10 years [Beginner to Intermediate]
Outlook
0 - 15+ years [Intermediate]
Internet Experience - 20 years
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