I specialize in making complicated tasks and backend work easier, so your team can focus on what's most important for your business. Worked as an Administrative Officer with 5 years of experience in data analytics, data entry and quality assurance under the health tower and 6 years in banking and finance management which focuses in developing, providing, and maintaining excellent client service. Planning,
organizing, and directing operations related to customers‘ account management as well as leading tea-----------mbers within the department. I'm the ideal partner for agencies and brokers. Let's work together smoothly to achieve your goals.
Here are the skills I can bring to the table:
Insurance Line of Business:
• Health Insurance (BCBS, Medicare, Cigna, Aetna)
• Commercial Insurance (Builder Risk, General Liability, Auto, HOA, Excess, Umbrella, Etc.)
• Trucking Insurance (Motor Truck Cargo, Physical Damage, Trailer Interchange, Non-Trucking)
• Life Insurance
Proficient with the following tools & processes:
Insurance Carriers:
• Progressive
• Travelers
• Philadelphia Insurance Companies
• State Compensation Insurance Fund
• Republic Indemnity
• Liberty Mutual
• Atlas
• ICW
• Employers
• BTIS
• ClearSpring
• AmTrust
• Omaha
• Pie Insurance
• Berkleynet
• Berkshire Guard
• Shield
• Zenith
• Arrowhead
• -----------el
• Compwest
• GAIG
• Cali Hartford
• Method
• Paragon
• National General
• Hartford
Agency Management System:
• AMS360
• QQ Catalyst
• Indio
• Quomation
Payment Systems and Financing:
• 188 LBT
• Toutou LBT
• V9 LBT
Document Processing:
• AdobeSign
• DocuSign
• Microsoft Office
• Google SuiteEmail Management:
• Outlook
• Gmail
• Lotus Notes
Messaging & Communication:
• Teams
• Slack
• Skype
• Zoom
• WhatsApp
Applications & Submissions:
• Preparing Supplemental Applications
• Requesting Loss Runs
• Creating Loss Runs Authorization
• Rating / Quoting:
• Direct Carrier Quoting; Carriers mentioned above
Binding:
• Fulfilling binding subjectivities
• Creating and issuing invoices
Policy Issuance & Servicing:
• Sending policy documents to insureds
• Cancellation of Policy
• Creating Policy
• Sending Policy
• Endorsement
If my skills align with your needs, don't hesitate to reach out. I'm here to help you. Looking forward to being part of your team! :)
Thank you and stay safe,
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