Experience

E3 HR Inc

• United States
• Insurance
• 1 - 100 Employee

• Risk Analyst

  • Mar 2019 - Present

  -Underwrite class code additions and new locations. -Develop new risk management measures to improve claim frequency. -Underwrite new client prospects, generate proposals and complete sales process. -Perform and analyze audit data. -Underwrite class code additions and new locations. -Develop new risk management measures to improve claim frequency. -Underwrite new client prospects, generate proposals and complete sales process. -Perform and analyze audit data.



Core Programs

• Insurance
• 1 - 100 Employee

• Underwriting Assistant

  • Mar 2018 - Mar 2019

  -Bound and issued commercial property policies according to specific instructions requested by agent and underwriter. -Requested inspections for all new business and renewal policies as needed, and work closely with third party inspectors with scheduling appointments and any questions that arise. Provided completed inspection reports to underwriters in a timely and organized manner. -Provided agents with recommendations based on inspections, and ensure they were completed in a timely manner and that all carrier requirements are met. -Issues cancellation/reinstatement notices using the Oden Policy Terminator system, ensuring all state guidelines for mailing and formatting are met. -Filed surplus lines taxes in non admitted states. -Issued endorsements and processed cancellations. Show less



Swyfft

• United States
• Insurance
• 1 - 100 Employee

• Technical Operations Specialist

  • May 2017 - Mar 2018

  - Acted as primary escalation point for any/all technical issues from customer service representatives, marketing representatives, or independent agents. - Assisted in coordinating with agency management system developers to make changes to policy forms and other set up screens as needed. - Configured agency management system for new states, including commission set up, installment fees, forms etc. - Performed pre-rollout audits for new states to make sure the rating, policy issuance and forms attachments are working properly. Also confirmed that agency management system, proprietary website, and credit card processor are working together as expected. - Worked with accounting department to troubleshoot billing and payment issues.- Communicated with our developers to configure, test, and implement new technologies.- Created workflow documentation.- Designed and developed new monitoring and automation processes. Show less

• Customer Service Advocate

  • Oct 2015 - May 2017

  -Assisted in developing startup homeowners insurance product, including customer service, underwriting, accounting and technology development.-Closely worked with dev to identify service issues with the proprietary website, as well as the policy management system, and aided in QA of solutions.-Developed relationships with third party vendors including Lexis Nexis, Preferred Reports, North American Risk Solutions and Authorize.net to aid in integration.-Marketed homeowners insurance product to independent agent. -Facilitated all aspects of agent acquisition. Organized a training program for onboarding partnered agents.-Trained new customer service representatives on all job functions, as well as marketing representatives and assistants. -All office management duties, including telephone support, supply ordering, inventory etc. Show less



Brown & Brown Insurance

• United States
• Insurance
• 1 - 100 Employee

• Select Division Account Manager

  • Sep 2014 - Jun 2015

  -Processed daily mail including faxes and email -Entered all required data into system to maintain current file data on accounts -Prepare and process binders, policies, endorsements, certificates of insurance, evidence of property, audits and cancellations as defined by company procedures. -Working relationship with underwriters, clients, and fellow employees. -Clerical functions as needed. -Processed daily mail including faxes and email -Entered all required data into system to maintain current file data on accounts -Prepare and process binders, policies, endorsements, certificates of insurance, evidence of property, audits and cancellations as defined by company procedures. -Working relationship with underwriters, clients, and fellow employees. -Clerical functions as needed.



Crum & Forster

• Accounting
• 1 - 100 Employee

• Environmental Division Operations Assistant

  • Mar 2011 - Jan 2014

  -Issued invoices to wholesale brokers and entered premium in data management system using applicable coding for each policy. -Manually created policies using Microsoft Word and Adobe PDF documents. Policy types include commercial packages, which were any combination of commercial general liability, contractors pollution liability, errors and omissions liability, third party pollution liability, and onsite cleanup pollution liability. -Responsible for electronically mailing completed policies with state required stamp. -Requested and reviewed underwriting supporting documents required for policy issuance. -Issued large volume of endorsements, including cancellations and reinstatements. -Processed and mailed Notices of Cancellation and Non-Renewals according to state requirements. -Adhered to file maintenance standards in a paperless document environment, files were noted as being well maintained when files were scrutinized by reinsurance company. -Maintained service standards by utilizing management-generated reports, as well as personal monitoring of assigned tasks. -Worked collaboratively with different internal IT departments on system errors that occur in the policy processing programs. -Assisted in betterment and development of systems to improve policy processing procedures. -Created a comprehensive Operations Assistant manual for new hire training purposes. Show less



Village Insurance Agency Inc.

• United States
• Insurance
• 1 - 100 Employee

• Insurance Producer

  • Jan 2007 - Mar 2011

  -Data entry, premium collection, technical troubleshooting, and account servicing -Assisted all clients with their claims service needs, including close contact throughout the process with both the insured and the carrier to ensure quality service to all parties involved. -Focused on sales of small personal automobile and homeowners policies for Northern New Jersey clients. -Also provided specialty coverage for high risk clients with New Jersey PAIP and CAIP, as well as classic automobiles, motorcycle and outdoor sporting vehicles, and flood insurance. -Also sold small business commercial insurance, including commercial general liability, commercial automobile, workers compensation, and builders risk policies. -Issued certificates, endorsements, loss policy releases, and claim notices. -Produced monthly agency production reports for new business and cancelled policies. -Analyzed Motor Vehicle Reports and CLUE reports. -Communicated with underwriters about new business and renewal policy eligibility and issuance. Show less