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Manager Insurance

Pleasanton, California, United States
December 28, 2015

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Teresa De Souza

Pleasanton, CA

Telephone: 925-***-****

Looking to obtain a position in a dynamic, creative atmosphere where I can leverage my strong analytical, problem solving, and leadership skills to ensure the further success of your organization's mission.


Saint Xavier's College

B.A. Psychology, English Literature and Composition

Work Experience

Protective Life Insurance Company 2015

Case Manager (temporary) San Francisco, CA

. Review New Business Applications

. Accept or Deny application based on company guidelines

. Request for all medical records from doctor(s) offices

. Set up in home additional laboratory work with lab technician and client.

. Communicate with new business clients and life insurance agents about additional medical

information or financial information if required.

. Communicate with company medical director for explanation on certain medical reports for some

Clients when necessary.

. Inform clients and their agents the amount of premium and the tier of their insurance based on

Various factors within company guidelines.

Bind coverage with clients and agents if all parties are in agreeance.

Zenith Insurance Company 2013

Claims Assistant (temporary) Pleasanton, CA

. Claim Check Issuance

. Update Claim Files

. Type and mail form letters

. Update forms

. Electronic Interface

. Arrange transportation for injured workers to and from medical appointments and court


. Working with attorney(s) on litigated claims.

BB&T Tanner Insurance 2013

Account Manager, Commercial Insurance, (temporary), Pleasanton, CA

. Certificate Issuance

. Policy checking

. Invoicing

. Endorsement Processing

. Marketing new and renewal business

. Creating proposal and reviewing binders

. Negotiating renewals and new business placements with underwriters

Teresa De Souza

Page 2

Wells Fargo Bank 2010 – 2011

Insurance Loan Auditor, Commercial Insurance Mortgage Department –(contract) Oakland, CA

Provided quality, efficient, and highly accurate auditing for hundreds of individual large

property commercial loans.

Ensured and drafted high level risk management policies and procedures as required to

secure assets and portfolios.

Managed the reviewing process, policies and procedures for Property and Liability Insurance


Managed internal compliance policies, drafted compliance and non-compliance


Audited individual policies, focusing on alignment with corporate and governmental

compliance policies.

Managed critical data systems and aggregated, analyzed and reported on mission specific


Provided direct negotiations, communications and information to select, high yield end users

and prospective clients.

Negotiated terms, conditions, and requirements with prospective and continuing policy


Evaluated mortgage and other loan applications and contracts to determine acceptability and

compliance with applicable state and federal regulations, investor guidelines and corporate


Aon Insurance Services 2007 – 2010

Account Manager, Commercial Construction, Betchtel Unit. San Francisco, CA

Brokered domestic and international multi-million dollar accounts.

Business development, proposal creation and marketing for new and renewed contracts.

Worked on direct marketing campaigns for new and renewing clients.

Managed international interoffice communications between underwriters, wholesalers and


Audited major accounts for invoicing discrepancies, policy checks, and certification.

Generated disclosure reports, loss history reports, and other high level documentation.

Arthur J. Gallagher & Co. 2002 – 2006

Sr. Account Representative, Real Estate, Property and Casualty San Francisco, CA

Managed account renewal decision making process.

Created proposals and summaries of services for new clients.

Worked on direct marketing campaigns for new and returning clients.

Managed communications with internal and external bonding agencies.

Coordinated with the bond department for creation, renewals and cancelations.

Directed the handling of all medium and small accounts, including loss runs and coverage


Managed the handling of large accounts with the senior accounts manager.

Reviewed and audited all certificates, policy invoicing,

Teresa De Souza

Page 3


Certification: California Fire and Casualty Brokers License, Certified Insurance Service Representative, Insurance Institute Certification (C21, C23), Heald College Administration Certification, California Life and Accident License (in process)

Professional Associations: (Member of Certified Insurance Service Representatives Association )

Languages: Portuguese (Portugal), Access Database (all current Office Suite builds), Basic HTML

Technological: Microsoft OS Windows 7 and below, Microsoft Office suite, Mac OS Mountain Lion and Below, Mac iOS, Mac Productivity Suite, Adobe CS 5.5 and below (all CS suite products), Autodesk Products, Sales Force, ETO Cloud Solutions Products, Quickbooks, Sagitta .

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