Client Service Assistant

VERONICA ROLDAN

*** *. ****** ***** ********, FL 407-***-**** ********.********@*****.***

CLIENT SERVICE ASSISTANT

Client Service Assistant and Seasoned Underwriting Assistant with excellent office experience who practices careful discretion, judgment, confidentiality, and diplomacy when dealing with upper management and support personnel. I'm aware of the importance of reviewing individual applications for insurance to evaluate the degree of risk involved and determine acceptance of applications for coverage.

Extensive background in administrative responsibilities, including the ability to make independent decisions and accurately interpret and implement programs, goals, objectives, and procedures.

Demonstrated success in supporting management, preparing reports, and providing consistent accurate support for all levels of management.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent communication skills

• Proficient in MS Office

• Type 60 wpm

• Notary Public

• Excellent ability to multi-task

• Executive level support

• Supervisory Experience

• 4-40 Customer Service

Representative license

PROFESSIONAL EXPERIENCE

• Detail oriented

• Professional work ethic

• Dependable and consistent

HYLANT GROUP, LAKE MARY, FL

Client Service Assistant - August 2020 - Present

Handle incoming customer inquiries, complaints, billing questions and payment requests

Ensuring all productivity, quality, and service standards are met

Provide prompt, accurate & thoughtful service to clients by consistently responding to internal and external inquiries and tasks on or before deadlines

Handling policy inquiries

Issuing Auto ID Cards and certificates of insurance

Processing Endorsement requests and follow up

Following up on Notices of Cancellations and reinstatements

Ordering Loss Runs and preparing loss summaries

Assisting in the preparation of submissions and renewals

Following up on policies

AMTRUST NORTH AMERICA- MAITLAND, FL

Underwriting Assistant- November 2016- March 2020

Enter quotes, issue policies, process endorsements, cancellations, nonrenewal and reinstatements.

Work closely with underwriters to develop and retain profitable business.

Process assigned workers’ compensation business by gathering information, assessing exposures and controls and documenting account information.

Order Loss Control inspections.

Respond to inquiries from producers and resolve agency issues.

Perform a full range of executive, secretarial, and related duties using considerable independent judgment in making decisions.

Provide timely, effective, administrative support to the Underwriting Manager

Ensure the authenticity of office policies and procedures and supported sales managers with daily activities.

Meeting and event coordination.

Handle sensitive information with complete discretion.

Respond to and communicate with team and agents via phone, email, letter, and in-person.

Create and/or prepare memos, letters, reports, and presentations. DEWBERRY ENGINEERS INC. - ORLANDO, FL

Administrative Assistant/ Secretary, March 2016- November 2016 Assisted and provided administrative support to the Department Manager as well as the team. Report to Division Manager.

Key Results:

Assist department manager with maintaining and organizing schedule.

Respond to and communicate with clients via phone, email, letter, and in-person.

Create and/or prepare memos, letters, reports, presentations, proposals, and permits.

Assist with invoicing.

Prepare materials for meetings (agendas, presentations, documents, notes).

Meeting and event coordination.

Order supplies and maintain operations of office equipment.

Manage travel, as needed.

Handle sensitive information with complete discretion.

Schedule meetings and keep organized. Schedule food and beverage services during meetings. Set up WebEx meetings and send reminders.

LIFE CARE CENTERS OF AMERICA — Orlando, FL

Division Executive Secretary, June 2008 – March 2016 Assisted and provided administrative support to the Division Vice President as well as the division team. Report to Division Vice President.

Key Results:

Performed a full range of executive, secretarial, and related duties using considerable independent judgment in making decisions.

Provided timely, effective, administrative support to Division Vice President.

Ensured the authenticity of office policies and procedures and supervise and support regional secretaries with daily activities.

Scheduled appointments, meetings, and conferences providing necessary information to Division Vice President and supporting managers.

FLORIDA PHYSICIANS MEDICAL GROUP — Orlando, FL

Administrative Assistant/ Secretary, April 2007 – June 2008 Provided administrative support for the Medical Psychology Associates Department, maintained physician schedules, and assisted office manager with daily administrative tasks. Key Results:

Checked patients in and out, received co-pays, and reconciled daily money.

Verified insurance benefits, processed medical record requests, prepared new patient charts.

Assisted with administrative tasks such as ordering supplies, processing mail, filing, and faxing.

WINTER PARK UROLOGY ASSOCIATES — Orlando, FL

Cashier/Appointment Scheduler, January 2004 – April 2007 Checked out patients, received co-pays and reconciled money daily for demanding and fast-paced medical office.

Key Results:

Posted charges to patient accounts, scheduled appointments, and performed medical record requests.

Monitored office supply usage and ordered supplies.

Performed administrative tasks such as data entry, answering phones, and front desk responsibilities.

EDUCATION

VALENCIA COMMUNITY COLLEGE — Orlando, FL

General Education College Courses, 1995-1996

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