Commercial Lines Account Associate for small accounts

Leslie Chavez

Commercial Lines CSR

Landing, NJ, United States

Cell: 973-***-**** Email: ******@*****.***

Work Experience

Select Commercial Lines Marketing Technical Associate USI Insurance Services, Florham Park NJ — October 2023 to Present

Support the Select small business Marketing unit in quoting and binding new business.

Monitor the new small business submission inbox and review to approve submissions received from the entire NE marketing region based on 4 offices total

Input submissions in core carrier online quoting platforms successfully to produce quotes

Manage the BOR process and communicate with carriers for acceptance

Create proposals and finance agreements based on carrier quotes for producers under 2,500 in revenue.

Input coverage details into the Agency management system (Sagitta) based on bound policies and update all systems accordingly

Set up hand off call with production, producer and account manager on Tier 3 & 4 accounts to discuss new business strategy hand off and initial servicing

Run MVRs using MedExpress as requested.

Commercial Lines department Assistant

Wharton Lyon & Lyon, Livingston NJ — May 2019 to September 2023

Assisted the commercial lines department with renewals and daily servicing.

Issued Auto ID cards, certificates of insurance, evidence of property and renewal questionnaires

Ran MVRs and obtained loss runs for account managers to market.

Created proposals using Word office application to outline proposed coverages and premiums that best suits the client.

Processed and distributed policies and endorsements to insureds.

Handled client communications via email and phone, providing proactive service.

Verified policies and checked coverages prior to distribution.

Followed up on payments and cancellation notices, reaching out to producer to contact the insured directly

Reported new claims to carrier directly and followed up on adjuster assignment Health Benefits Coordinator (Contract)

ADP, Florham Park NJ — September 2017 to April 2019

Processed nationwide participant enrollments and terminations.

Coordinated benefits coverage timeframes efficiently.

Assisted employers and employees with group health care plan inquiries.

Provided exceptional customer service to clients and resolved benefit issues with carriers.

Building relationships and putting customers as a priority

Managed daily communications with carriers for health plan changes, enrollments and terminations Account Manager Assistant

Tri-State Insurance Agency, Augusta NJ — May 2016 to August 2017

Supported client servicing and administration in a fast-paced company environment.

Delivered high-quality service to Spanish-speaking clients.

Handling of agency billing and invoicing

Assisted clients with initial claim reporting

Issued heavy volume of certificates of insurance and ID cards for contractors Commercial Lines Associate

MBS Insurance Services, Inc., Boonton NJ — May 2014 to April 2016

Prepared reports, proposals, and renewal presentations.

Delivered superior customer service to clients and prospects.

Processed and verified endorsements for accuracy before distribution.

Provided Spanish-to-English translations for contractors and construction managers to review contracts and requirements.

Issued daily certificates of insurance and evidence of property Administrative Support / Strategic Sourcing Coordinator (Contract) Atlantic Health System, Morristown NJ — January 2013 to May 2014

Sourced capital and expense items for new medical centers and projects.

Coordinated vendor quotes and managed equipment purchasing.

Ensured timely delivery of orders and provided detailed status reports.

Created requisitions with proper budget allocation for medical equipment.

Reviewed purchasing requisitions and capital expenditures for approval. Insurance Client Processing Associate – NJ/NY Ops

FM Global, Parsippany NJ — April 2007 to January 2012

Provided administrative technical support to the client servicing team which consist of senior account engineers, account managers, and underwriters.

Formatted detailed property value data and uploaded it into company databases

Assisted engineers with PowerPoint presentations for client meetings.

Coordinated travel arrangements for account engineers and field engineers

Researched and resolved locations data quality issues regarding account information for the client and brokers

Prepared materials for client meetings and account reviews.

Assisted the insured to facility access to company Risk management system Education

B.A. Business Management

Montclair State University, NJ — January 2003 to December 2006 A.A.S. in Business Administration

County College of Morris, NJ — January 2001 to January 2003 Certifications and Licensing

Property & Casualty & Accident, Life and health Licensed in NJ Skills and Agency Management Systems (AMS)

Sagitta by Vertafore, Applied EPIC, Applied TAM, CSR-24, AMS-360, Image Right, SharePoint, Salesforce CRM and Microsoft Office applications (Excel, Word, PowerPoint, Access) Bilingual – Spanish and English reading, speaking and writing comprehension

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