Bonifacio Junior
Cato,NY
Summary
Dynamic Insurance Specialist with a proven track record at NE Family Insurance, excelling in policy analysis and client relations. Enhanced operational efficiency by developing training materials and streamlining processes. Adept at regulatory compliance and committed to delivering exceptional customer service, ensuring client satisfaction and retention.
Overview
12
12
years of professional experience
Work History
Insurance Specialist
NE Family Insurance
01.2024 - Current
- Managed client policy renewals to ensure compliance and mitigate coverage gaps.
- Analyzed claims data to identify trends and improve processing efficiency.
- Developed training materials for new staff on insurance products and regulatory changes.
- Collaborated with underwriters to assess risks and optimize policy terms for clients.
- Resolved client inquiries regarding policy details, enhancing customer satisfaction levels.
- Reviewed insurance applications for accuracy, minimizing errors during the approval process.
- Followed up on denials, late payments, extensions and other special circumstances.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Calculated premiums and established payment methods for sales.
Administrative Assistant
A Cratense Musical
12.2013 - 12.2023
- Managed scheduling and coordination of meetings for executive leadership team.
- Streamlined office procedures, enhancing operational efficiency across departments.
- Developed and maintained filing systems, ensuring easy access to critical documents.
- Assisted in preparing reports and presentations for stakeholders, improving clarity and professionalism.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Education
Bachelor of Science - Industrial Automation
IFCE
Brazil02-2022
Skills
- Documentation skills
- Policy analysis
- Regulatory compliance
- Account management
- Financial planning
- Documentation
- Client relations
- Property insurance
- Policy renewals
- Call center customer service
- Policyholder communication
- Policy changes
- Document control
Languages
Portuguese
Native or Bilingual
English
Professional Working
Spanish
Elementary
Timeline
Insurance Specialist
NE Family Insurance
01.2024 - Current
Administrative Assistant
A Cratense Musical
12.2013 - 12.2023
Bachelor of Science - Industrial Automation
IFCE