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Assistant Insurance

La Habra, CA
May 16, 2020

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Elvia Marquez Underwriter Specialist La Habra, CA 562-***-****

Computer Literacy

Microsoft Word & Excel


AS 400







FSC Quoting


Professional Experience


Developed outstanding attention to detail by reviewing dwelling inspections, tax and titles and property losses, loan documents for accuracy before sending them to the county to be recorded

Processed binders, included in this part is making sure all binding documents are received and properly completed, signed and dated

Adhered to established policies and procedures when issuing Certificate of Insurance for customers

Developed advanced administrative skills by sorting all loan documents by county and scanned into system and shipping documents to the correct office

Processed payments from the title companies and issued checks to the county

Issued or requested state and federal filings

Followed up on any underwriting information requests can either came from carriers or in house

Reviewed loan modifications and assignments and updated information in the system

Mapped locations to verify if home is located in a flood zone area

Insurance Servicing Representative

Issued endorsements for various carriers

Reviewed requests to add drivers, (MVRs) qualification of drivers is based on company guidelines

Set-up suspense for follow ups such as, waiting for policy to be issued or pending to receive endorsements/policies from brokerage carriers

Arranged files in AIM for policy issuance, such as labeling all docs correctly in file to ensure all were in order to send to carrier

Reviewed loss runs for renewal policies

Assisted underwriters in revising new business quotes when needed or renewal quotes

Authorized to issue reinsurance of policies that were high risk

Examined documents to determine degree of risk from such factors as applicant financial standing and value and condition of property

Processed policies for changes to, reinstatement of, and cancellation of insurance policies

Compared data with source documents, or re-entered data in verification format to detect errors

Obtained and reviewed evidence of insurance for Commercial, Marine Cargo, Flood, Crop and Auto Insurance followed by contacting insurance companies to verify insurance coverage is in force

Forced Placed Lenders Insurance on the loans that didn’t provide their annually insurance or inadequate coverage

Selected to train new employees how to prepare files to scan into the file net system after demonstrating fluency

Customer Service/Claims

Ensured follow up by maintaining daily diary log which resulted in repeat business

Demonstrated great flexibility and ability to work as a cooperative team player by accommodating the company’s need by working night shift

Set up Claims in the system and would assign to an adjuster

Review property loss reports and would request proof of repairs

Handle all related activities arising out of an incoming call, email, or reports

Check to ensure that appropriate changes were made to resolve customers' problems

Motivated to exceed company goals and customer expectations

Processed customer payments over the phone according to established procedures

Employment History

Pacific Specialty Insurance Anaheim, CA Property Underwriter 08/2017 to 02/2019

Commercial Management Services Anaheim, CA Commercial CSR 11/2016 to 01/2017

Document Processing Solutions Brea, CA Loan Document Reviewer 09/2015 to 12/2016

RPS, Inc. Santa Ana, CA Transportation Underwriter Assistant 01/2016 to 08/2016

UCA General Insurance Cypress, CA Underwriter Assistant 04/2014 to 08/2015

Lereta, LLC Covina, CA Flood Customer Service 06/2012 to 02/2014

Union Bank Monterey Park, CA Collateral Insurance Loan Specialist 09/2008 to 05/2012

Pacific Specialty Insurance Anaheim, CA Property Underwriter 10/2004 to 11/2007

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