ROEMEL PHILLIPS

*** ***** ******* **

Lawrenceville, Ga 30044 - 470-***-****

adyenb@r.postjobfree.com

Motivated and dedicated professional with years of expertise in client management and organizational duties. Proven track record of success in customer service and administrative duties. Demonstrates expert insight and proficiency in enforcing policies and procedures. Skilled and collaborative team player with experience in coordinating, planning, and supporting daily operations.

Microsoft Word/Excel

CORE COMPETENCIES

Deadline Oriented

Quality Assurance

Team Leader

Process Improvement

Commercial P&C

Administrative

Data Entry

Personal Auto

Community Resources

Direct Support

Reports/Documentation

PROFESSIONAL EXPERIENCE

ERIE INSURANCE GROUP

JOB TITLE: UNDERWRITING SUPPORT SPECIALIST I ERIE, PA 08/08/22-05/31/2023

• Assists in basic clerical functions, including updating systems as required, retrieving imaged documents, coordinating the generation, and mailing of written correspondence, setting up policies to review prior to renewal, monitoring diaries and processing reports.

• Performs limited review of appraisals, underwriting reports, claims, specified endorsements, renewals, and quotes to identify missing information, according to established criteria. Documents information using online systems as required.

• Contacts Agents for missing or incomplete information on applications, renewals, questionnaires, and endorsement requests, under guidance of Middle Market underwriters.

AXIS CAPITAL

JOB TITLE: UNDERWRITING SERVICE ASSISTANT ALPHARETTA, GA 10/25/21-4/20/2022

Responsible for working with the unit underwriters and underwriting assistants to bind, book and issue policies. Assisted in general administration and processing functions to ensure efficient workflow within the Underwriting and Underwriting Assistants. Maintain broker relationship by processing endorsements and by inputting policy and underwriting data in the appropriate systems. Handle special projects as directed.

STATE FARM INSURANCE DUNWOODY, GA

JOB TITLE: UNDERWRITING SERVICE ASSISTANT 09/26/16 -08/16/2021

• Responsible for acceptance, continuation, proper pricing, placement and termination of risk or other policy limitations

• Submitted recommendations towards process improvement to increase overall efficiencies.

• Underwriter of commercial auto lines of insurance policies for new and renewal business with the highest level of production in the department

• Consulted with agents on risk management and coverage evaluation upholding corporate and state law requirements for insurance policies.

• Provided on-the-job training and served as subject matter expert to current staff.

• Collaborated effectively with teammates and management to accomplish daily workload. CHANGE HEALTHCARE ALPHARETTA, GA

JOB TITLE: ADVOCATE III REPRESENTATIVE 10/2015-07/2016

• Processed and reviewed applications using appropriate criteria and policies.

• Interviewed and investigated applicants and recipients to determine eligibility for use of social programs, along with the Medicare Saving Program, Low Income Subsidy-Extra Help and Community Link Programs

• Attended all meetings for professional development and updates on process and procedures.

• Organized and maintained records on each client, updating information as needed and maintaining compliance with HIPAA.

• Developed and maintain the ability to problem solve and to perform duties in an independent manner while exercising good judgment.

• Submitted requests to the proper department to prevent re-occurring issues and recommend improvements in the process and procedure.

ERIE INSURANCE GROUP ERIE, PA

JOB TITLE: RESEARCH SPECIALIST 10/2013-07/2015

• Answered all inbound calls and responded to customer inquiries, providing administrative support to policyholder/agent service reps

• Utilize scripts and job aids to answer questions regarding policy coverage, nonpayment cancellations, coverage reinstatements ue to nonpayment and updates in policy.

EXECUTIVE PROFILE

• Navigate through multiple screens and demonstrate/apply knowledge of procedures, laws and statues.

• Proficient use of accounting system to correct any errors, processed endorsement credits and managed escalated service concerns. COLONIAL PENN LIFE INSURANCE COMPANY PHILADEPHIA, PA JOB TITLE: TELESALES REPRESENTATIVE 05/2010-10/2013

• Managed inbound and outbound calls, created sales presentations and worked to obtain new business from senior prospects.

• Consistently exceeded personal monthly quotas by 30% by listening carefully to clients to identify needs and negotiate sales.

• Annually increased sales yearly (1st-$78,000 2nd -$179,000 3rd $214,000)

• Retained loyal business and increased client satisfaction through consultative sales approach and maintaining effective relationships. INDEPENDENCE BLUE CROSS PHILADEPHIA, PA

JOB TITLE: ADMINISTRATIVE ASSISTANT/CSR 02/2003-01/2007

• Provided direct support the Senior Provider Service Representative in project management and training/mentoring new employees.

• Completed and excelled in IBC’s health insurance products and benefits training (HMO, PP, POS, Traditional and Indemnity)

• Educated, researched, expedited, and documented accounts based on benefit policies.

• PEIRCE COLLEGE/ASSOCIATE DEGREE INFORMATION TECHNOLOGY/2007 EDUCATION/TRAINING

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