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
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