Customer Service Insurance

Microsoft Programs Team Player Billing Research

PeopleSoft Customer Service Accounting/Bookkeeping

Epic Software System Computer Systems Front-Office Operations

Insurance Data Software Marketing & Sales Underwriting assistant

General Office Skills administration

Bonnie B. Aquino

890 NE Wilshire Court

Bremerton, WA 98311

Contact: cell 626-***-****

Professional Experience:

09/2014 – 03/2015 Insurance Services Assistant

Wells Fargo Insurance Services, 601 Union St., Seattle, WA 98101 Operations Manager: Belle Ampoan 206-***-****

• Provide customer service support to customers by preparing information, managing data and

producing documents.

• Maintain accuracy and completeness of data in the agency management system.

• Provide administrative support to Business Development personnel.

• Strong attention to detail to ensure document accuracy and follow policies, procedures and

regulations.

• Working effectively in a team environment and ability to use multiple systems of record to provide

insurance related service to customers.

• Handle multiple projects with competing priorities.

03/2012 – 11/2012 Insurance Customer Service and Production Control Representative

Takaagi & Associates Inc Suite 200 Flame Tree Plaza, 540 Pale San Victores Rd Tumon, Guam Supervisor: Pam Cruz 671 -648-5350

• Professional licensing for Home, auto and other insurances.

• Review policies and endorsements to verify accuracy based upon company quotation and

underwriting authority granted.

• Manage the pre-renewal process by generating reports, working in a team relationship with all co-

workers compiling required information in a timely manner.

• Utilize various underwriting tools to determine accurate classifications and calculate rates and

premium charges using approved rating methods.

06/2011 - 02/2012 Insurance Customer Service

Adecco Staffing Agency for: Balboa Insurance BOA Bldg., 2505 W Chandler Blvd. Chandler, AZ 85224 Supervisor: Lisa Robertson 480-***-****

• Responsible for answering inbound customer service calls for homeowners who have to mitigate

losses and need guidance on how to process their claim.

• Delivers timely, accurate customer service with empathy and reassurance during the insurance process.

• Ensures the highest level of customer satisfaction.

• Meets and maintain productivity and quality standards according to benchmarks.

• Able to meet and maintain availability standards, schedule adherence and attendance guidelines.

03/2010 - 03/2011 Insurance Customer Service and Production Control Representative

Takaagi & Associates Inc Suite 200 Flame Tree Plaza, 540 Pale San Victores Rd Tumon, Guam Supervisor: Patti Manibusan 671 -648-5350

• Professional licensing for Home, auto and other insurances

• Review policies and endorsements to verify accuracy based upon company quotation and

underwriting authority granted.

• Manage the pre-renewal process by generating reports, working in a team relationship with all co-

workers compiling required information in a timely manner.

• Utilize various underwriting tools to determine accurate classifications and calculate rates and

premium charges using approved rating methods.

12/2009-1/2010 Insurance Customer Service Representative

Cassidy's Associated Ins. 376 W Obrien Drive, Agana, Guam 96910 Supervisor: Orlene Arriola 671-***-****

• Enter and maintain data in the computer system; Instar, Redshaw, Excel spreadsheets.

• Create, analyze and interpret data from various reports; Motor Vehicle Report, Guam Tax, Claims

Report.

• Display use of business etiquette and being an active listener by communicating professionally with

internal and external customers.

10/2005-7/2008 Underwriting Assistant

4250 North Drinkwater Ste 210, Scottsdale, AZ 85251 Supervisor: Vicky Spears 480-***-****

• Evaluate endorsements to verify accuracy based upon company quotation and underwriting authority

granted.

• Create, analyze and interpret data from various reports; Motor Vehicle Report, Guam Tax, Claims

Report.

• Utilize various underwriting tools to determine accurate classifications and calculate rates and

premium charges using approved rating methods.

• Consult with insurance agents or brokers to obtain further information, quote rates or explain

company underwriting guidelines.

10/2001-10/2005 Sales and Customer Service Call Center Specialist

2790 Business Park Drive Vista, CA 92081 Supervisor: Renan Quimbao 800-***-****

• Assist new and existing customers with auto claims and policies while maintaining call center metrics

• Continue to meet service level sales goals on new insurance promotions and products.

Contact this candidate