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Customer Service Assistant

Location:
Chicago, IL
Salary:
75,000 per year
Posted:
May 10, 2011

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Resume:

EXPERIENCE

**/**** ** ******* ***** INSURANCE SERVICES CHICAGO, IL

Account Manager

• Triage New and Renewal business applications and supporting information

• Market new and renewal business

• Prepare Quotes and Confirmations of Insurance

• Negotiate terms and pricing to fit coverage

• Review and distribute policies

• Handle Endorsement requests

• Solicit for renewal business

• Follow up for information as needed

• Problem solve accounting issues

• Invoice Premium

4/05 to 10/2010 ECC INSURANCE BROKERS OAKBROOK, IL

Executive Assistant to President

• Provide executive-level administrative support to the President.

• Liaison between clients to ensure proper communications and reporting practices.

• Plan and coordinate meetings or calls with clients.

• Create Power Point presentations for related off-site meetings.

• Organize the details of special events such as group golf outings and holiday luncheons.

• Arranged for travel, cars, and/or hotels.

• Prepare and maintain agendas and itineraries.

• Process monthly expense reports reflecting supporting documents.

• Facilitate the accurate and timely typing, editing, and preparation of quote and binder letters from draft to distribution.

• Maintain and update calendar according to schedule.

• Triage incoming new business accounts and prepare for review.

• Create Excel spreadsheet reports to outline revenue.

• Generate Loss Summary reports and spreadsheets.

• Review Policies for accuracy for distribution to clients.

• Diary items to ensure proper servicing of accounts.

12/04 to 3/05 DEUTSCHE BANK CHICAGO, IL

Executive Assistant (Temporary Position)

• Provided executive support for VP of Finance and subordinates

• Coordinated and scheduled conference calls.

• Organized and made travel arrangements

• Processed and expedited Expense Reports

• Prepared agendas and itineraries

• Scheduled meetings and conference calls

• Prepared internal memos and outgoing correspondence

11/04 to 12/04 US STEEL CORP DOWNERS GROVE, IL

Claims Adjuster (Temporary Position)

• Review incoming Claims Reports

• Process Invoice Adjustments

• Issue Debits and Credits

• Maintain documents and create files

• Provide customer service to clients to problem solve accounts

04/03 to 7/04 EUCLID MANAGERS ITASCA, IL

Underwriting Assistant

• Evaluate New Business and Renewal Business Auto Applications

• Auto Rate accounts to generate quotations

• Present Quotations to clients

• Process Quote and Binder Letters

• Issue and Proofread Policies and Endorsements

• Prepare routine letters of correspondence

• Solicit Renewals

02/01 to 11/02 GERLING GLOBAL RE CHICAGO, IL

Underwriting Assistant

• Enter new and renewal submissions into database

• Solicit Renewal Business

• Process Quote and Binder Letters

• Maintain monthly revenue reports

• Process quotes and binders

• Generate Certificates of Re-Insurance

EDUCATION

PRESENT COLLEGE OF DUPAGE GLEN ELLYN, IL

Pursuing Associate Management Degree in Applied Science

PROFESSIONAL SKILLS

Microsoft Office (Word/Excel/PowerPoint/Outlook/Access) / Windows / Lotus Notes / Internet Explorer / GroupWise / FedEx Powership2 / AIM / Sagita / Type 50 WPM / Exceptional communication, public relations, organization, problem solving, and time management skills.



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