Anastatsia Ricci

Binder Specialist:

• Maintained consistent and timely production of requested binders by utilizing various market systems.
• Ensured proper upload and labeling of all documents attached to the bind request from the underwriter.
• Worked with the underwriting team via email to rectify any errors within quotes.
• Provided timely and proficient email support for retailer inquiries.
• Ensured adherence to state guidelines by accurately stamping all binders.
• Distributed binders and invoices to retailers.
• Held binders and invoices as per underwriting's directive in cases where essential documentation was absent.
• Followed up with retailer for missing documentation.

Additional responsibilities performed as a Binders Specialist

Subjectivity Specialist:

• Confirmed the correct placement of retailer documents in corresponding files.
• Issued binder and invoice to retailer after obtaining complete documentation.
• Managed document submissions to secure underwriting approval.
• Ensured error-free binders by reviewing and contacting specialists for resolution prior to releasing.
• Notified management of any identified errors for real-time coaching.

Quality Audits:

• Conducted account reviews to verify proper binding procedures.
• Emailed specialist with audit results and recommendations for necessary corrections.

Policy Admin:

• Evaluated policies by following strict guidelines outlined in the policy checklist.
• Sent proofed policy to production team for necessary action upon identifying any required corrections.
• Ensured compliance with state guidelines by accurately stamping policies.
• Delivered policy to the retailer.

• Developed and maintained relationships with clients to ensure customer satisfaction.
• Called clients to remind them of upcoming payment deadline.
• Managed efficient and accurate issuance of commercial clients' renewal documents, ensuring timely receipt and submission to the carrier.
• Delivered binder and policy to insured promptly upon receipt from carrier.
• Researched and resolved billing discrepancies in a timely manner.
• Responded promptly to inquiries from internal staff and external customers.
• Ensured accuracy of all documentation including applications, invoices, certificates of insurance.
• Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
• Handled the preparation and delivery of Certificate of Insurance for our commercial clientele.
• Sought out new clients and developed clientele by networking to find new customers.

• Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
• Greeted visitors and provided them with assistance.
• Contacted clients to ensure timely payment and prevent cancellations.
• Maintained an organized filing system of confidential client information in accordance with company policy.
• Monitored office supplies inventory and placed orders when necessary.
• Performed data entry tasks into various computer systems accurately and promptly.
• Provided excellent customer service at all times while interacting with both internal and external customers.