"The three great essentials to achieve anything worthwhile are, first, hard work; second, stick-to-itiveness; third, common sense." -Thomas Edison
Overview
10
10
years of professional experience
Work History
Underwriting Assistant
Tokio Marine HCC
11.2021 - Current
Check policy coverage and rating for accuracy and relevance on all new business, endorsements, audits and renewals on assigned book of business.
Analyze applicant data for risk assessment, ensuring accurate decision-making for policy approvals and denials.
Coordinate with underwriters when underwriting new and renewal risks, ensuring that all required information is obtained, proper applications are complete, quotes and binders are confirmed in writing, policies are issued promptly and accurately.
Support underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
Process renewals, endorsements, cancellations, loss runs reports and other policy related requests.
Maintain high levels of accuracy in data entry, reducing errors in policy issuance and minimizing potential losses.
Improve underwriting process efficiency by streamlining administrative tasks.
Senior Operations Associate
Tokio Marine HCC
03.2021 - 11.2021
Streamlined operational processes by identifying inefficiencies and implementing strategic improvements.
Built comprehensive training documentation to assist new hires in navigating company computer systems.
Enhanced team productivity by implementing training programs focused on skill development and collaboration.
Optimized workflow efficiency with the introduction of standardized operating procedures and performance metrics.
Managed project timelines, ensuring timely completion of tasks and meeting overall objectives.
Facilitated communication between departments, fostering a collaborative work environment that improved overall business performance.
Operations Associate
Tokio Marine HCC
12.2020 - 03.2021
Processed new and renewing policy applications for underwriting review.
Entered client and policy data into computer systems/applications/databases.
Consistently achieved quality and production minimums.
Prioritized daily workflow to produce a finished product that includes extreme detail.
Reviewed data for inconsistencies and initiate and follow through to retrieve missing information.
Created and maintained correspondence and other records within our electronic filing system.
Effectively and professionally communicated with internal and external clients in person, by mail, email, phone, and/or electronic systems.
Client Support Specialist
Amphenol RF
02.2019 - 12.2020
Processed customer requests in a timely manner for: pricing, delivery information, quotations, order status, and returns.
Processed multiple, cross-department purchase orders on a daily basis.
Enhanced client satisfaction by addressing and resolving support issues in a timely manner.
Responsible for data entry and other administrative tasks.
Reviewed all incoming orders for data, tax, and pricing accuracy.
Opened new customer accounts and maintained existing customer information.
Boosted customer retention rates through effective problem-solving and prompt communication.
Collaborated with cross-functional teams to ensure comprehensive resolutions for clients concerns.
Expanded product knowledge by participating in ongoing training sessions and staying informed on industry updates.
Consumer Loan Processor
USAlliance Financial
10.2015 - 12.2017
Maintained an exceptional, highly responsive level of client service both internally & externally.
Cross-selling of relevant credit union products to existing members.
Prepared documents for underwriting by verifying client income, credit reports and other relevant information.
Set up and completed loan submission packages and reviewed to ensure accuracy.
Worked with customers in-person and via telephone to answer questions, process transactions and resolve potential issues.
Maintained compliance with company privacy and security requirements.
Funded and disbursed loans to clients & auto dealerships.
Advisory Call Center Representative/Department Trainer
USAlliance Financial
03.2014 - 10.2015
Successfully met monthly CU sales goals set by management.
Offered technical assistance to customers for company's website & mobile application.
Maintained up to date knowledge of all credit union products, services, and procedures.
Assisted members in processing: loan applications, processing payments, opening certificate of deposit accounts, membership, accounts, and other general banking needs.
Identified opportunities for upselling products or services, resulting in increased revenue generation for the credit union.
Assisted in training incoming staff on credit union policy, software, products, and procedure.
Managed high call volumes/online chats while providing exceptional customer support and maintaining professional composure.
Provided personalized assistance to clients, fostering strong relationships and promoting brand loyalty.
Maintained detailed records of customer interactions, streamlining communication efforts between various departments.
Education
BBA - Business Administration And Management
Berkeley College of Business
Manhattan, NY
Skills
Data interpretation
Microsoft Office
Business Development
Administrative Support
Customer service
Sales support
Relationship building
Problem-solving
Volunteer Efforts
Putnam Humane Society, Carmel NY
The Community Shop, Katonah NY
Timeline
Underwriting Assistant
Tokio Marine HCC
11.2021 - Current
Senior Operations Associate
Tokio Marine HCC
03.2021 - 11.2021
Operations Associate
Tokio Marine HCC
12.2020 - 03.2021
Client Support Specialist
Amphenol RF
02.2019 - 12.2020
Consumer Loan Processor
USAlliance Financial
10.2015 - 12.2017
Advisory Call Center Representative/Department Trainer