ROSE M. PHILLIPS

adkc5u@r.postjobfree.com

*** **** **** ****** ****: 718-***-****

Brooklyn, New York 11226 Cell: 646-***-****

OBJECTIVE:

To obtain a position within an organization wherein my skills can be utilized and further enhanced.

EXPERIENCE:

12/2019 – Present Allied World Assurance Company 199 Water Street, NY, 10038

Claims Associate

Supporting the Claims Analysts by entering data into computer claim system, creating files, reviewing diary and sending emails, summarizing new claims, process claims correspondence and assist with preparation for internal and external audits

Liaise and work with the International Assumed Reinsurance team as required

Liaise with other departments as required and provide assistance when needed Department Review and prepare wire and ACH payments Generate various reports as required

Work on special projects as needed

8/2018 – 12/2019 CGI PassPort Agency, 376 Hudson Street, New York, NY 10014

SUPPORT ASSOCIATE LEVEL III

The Support Associate Level III provides support to the Government staff and performs accounting functions, prepares letters, reports and specialized correspondence. The Support Associate Level III shall perform all duties required by the Support Associate Level II including, but not limited to, the following:

Review all types of Passport application (i.e. DS-82, DS-11, DS 5504, DS 4085, and re- entry applications) data to ensure completed basic information is recorded accurately into DOS systems

Handle complaint letters/phone calls

Deal with urgent requests by applicants, under the direction of a DOS Passport Specialist Perform an administrative review on suspended applications.

Generate Informational Request Letters (IRLs) and emails that clearly convey requests for additional documentation or information to passport applicants

2016 – 2018 Century 21, 22 Cortlandt Street, New York, NY 10007

Sales Associate – Sales Department

Answer phone to address customer inquiries, solve problems, or provide information about new products.

Greet and assist customer with buying products.

Describe product to customers and accurately explain details and care of merchandise.

Effectively communicated with and supported sales, marketing and administrative teams on a daily basis.

Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.

Assist store markdowns, check to make sure prices are correct on merchandise, Assist with inventory process. Cashier when required.

1993- 2015 Generali U.S. Branch, 7 World Trade Center, New York, NY 10007

Compliance Specialist – Regulatory Compliance Department

Administrative Tax Accountant – Accounting Department

Managed statutory interrogatories with various in-house departments and responded to the various regulatory authorities.

Posted updated statutory surcharge details for premium calculation.

Handled Certificate of Authority flings and renewals with the various D.O.I.

Assisted in the preparation of earthquake accumulation reports and submitted data to California D.O.I.

Handled appointments of brokers and uploaded appointments in all internal systems.

Monitored and reported “notices of revoked brokers’ license” to include re-assignment of broker where required.

Updated various in-house insurance publications.

Presented and interacted frequently with those in senior leadership positions to discuss findings on various projects and initiatives.

Supported Chief Compliance Officer with various product development filings via SERFF and submitting Statistical forms, reports and EFT payment required by the state insurance department.

Knowledgeable of Applications National Insurance Producer Registry (NIPR) renew, appoint and cancelled insurance producers. OPTins submit filing of Premium Tax and EFT filing fees. Property/Casualty Insurer (Allstates).

Assisted with the preparation of the Annual Statement for filing purposes.

Prepared and distributed Insurance Expense Exhibits, Quarterly Financial Statements and Audit Reports.

Prepared, reviewed and submitted Municipal Taxes, Occupational Licenses, Premium Taxes, Fair Plan Payments, Guaranty Association Assessments and Franchise Taxes.

Worked closely with the Controller on tax controversies including responding to information requested.

Performed spreadsheet work to help analyze and distribute requested financial data to internal/external sources in a clear concise format.

Researched and resolved invoices discrepancies and issues from the insurance department.

Processed check requisitions and mail checks.

Processed payments by Ach debit, wire transfer, checks and company credit card.

Reviewed and verify invoices accuracy.

Maintained maintenance of file invoices, payments and related documentation

Actively participated in Department or Company initiatives or ad hoc projects

1989 - 1993 Generali U.S. Branch, One Liberty Plaza, New York, NY 10006

Claims Analyst – Claims Department

Coordinated with Underwriting to address gaps and inconsistencies in Facultative terms.

Reviewed and assigned line of business and currency codes to losses reported.

Analyzed the Payment Register to insure accurate payment processing; loss documentation; necessary authority approvals obtained; and appropriateness of disbursement type

Reconciled unapplied cash relating to losses, reserves and expenses.

Managed special projects and administered authority as delegated by Manager.

Requested and tracked appropriate documentation from our external partners to assist with ensuring external partners’ compliance with legal agreements and placement.

Generated reinsurance reserves and paid losses and posting reinsurance adjustments when required.

Served as a technical resource, provide training, and/or provide guidance to junior staff.

TECHNICAL SKILLS: Data General, Fast Tax (APT-P&L, Insurance Express Premium Tax)

Premium Pro Municipal, Premium Pro Tax, Intermediate skill level with all MS Office Suite applications (Access, Excel, Power Point),

EDUCATION: Southeast Halifax High School, NC 27839

Academic Diploma, June 1982

TriTech (Insurance Tax Compliance)

NYC, NY 12/8/97 – 12/8/98/2005-2012

NYC, NY 12/3/97

NYC, NY 12/11-12/95

Phoenix, AZ 11/3-4/94

LICENSE(S): New York State Notary Public

REFERENCES: Available upon request.

Contact this candidate