Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Andres Montiel

Rolling Meadows,IL

Summary

Dynamic insurance professional with extensive experience in account servicing, proficient in customer communication and rating systems. Demonstrated expertise in data analysis and training, contributing to enhanced team performance and client satisfaction. Seeking to leverage these skills as a Captives Market Facing Underwriter at Zurich to drive strategic growth initiatives.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Service Analyst

Zurich
01.2023 - Current
  • Manage account service responsibilities and act as a Subject Matter Expert (SME) in casualty lines (WC, GLO, BAP).
  • Prepare detailed reports for platform leaders and lead training sessions for new hires and apprentices.
  • Analyze processes to enhance operational efficiency and present updates to management and business partners.

Apprentice Alumni Advisor

Zurich
01.2020 - Current
  • Mentor and manage apprentices, providing guidance in their daily roles and supporting their professional development.

Account Service Associate

Zurich
01.2019 - 01.2023
  • Provided exceptional customer service by interacting with brokers and business partners via phone and email.
  • Reviewed policy submissions for accuracy and completeness, issued policies, and assisted underwriters as needed.
  • Generated reports for management, and followed up on outstanding information requests.

Underwriting Services

Zurich
01.2018 - 01.2019
  • Managed producer appointments and licensing for agencies and brokers, and created endorsements and cancellations.
  • Worked with various underwriting systems and managed loss runs efficiently.

Insurance Apprentice

Zurich
01.2016 - 01.2018
  • Gained experience in Underwriting and Claims, with rotations in Marketing, Finance, Compliance, and Risk Engineering.
  • Completed the apprenticeship program with a 3.85 GPA while providing outstanding customer service.

Education

Critical Thinking Power skills, Digital Skills and Power Skills

12.2020

Associates Degree - Business Management

WILLIAM RAINEY HARPER
12.2018

AINS CERTIFICATE - Insurance Apprentice

12.2018

In Progress

DePaul University

Skills

  • Understanding Underwriting Principles
  • Knowledge of Insurance Regulations
  • Expertise in Microsoft Excel, Word, and PowerPoint
  • Strong Verbal And Written Communication
  • Ability to work collaboratively in a team environment
  • Experience in managing multiple tasks and meeting deadlines under time constraints
  • Strong organizational skills to handle new business, and endorsement reviews
  • Customer-focused approach, with a commitment to service excellence
  • Ability to adapt to changing environments, and embrace new technologies

Certification

  • AINS Certificate
  • CPCU Designation (in progress)

Languages

Spanish
Professional

References

References available upon request.

Timeline

Account Service Analyst

Zurich
01.2023 - Current

Apprentice Alumni Advisor

Zurich
01.2020 - Current

Account Service Associate

Zurich
01.2019 - 01.2023

Underwriting Services

Zurich
01.2018 - 01.2019

Insurance Apprentice

Zurich
01.2016 - 01.2018
  • AINS Certificate
  • CPCU Designation (in progress)

Critical Thinking Power skills, Digital Skills and Power Skills

Associates Degree - Business Management

WILLIAM RAINEY HARPER

AINS CERTIFICATE - Insurance Apprentice

In Progress

DePaul University
Andres Montiel