Brenda L. Ortiz
East Hartford,CT
Summary
Dynamic underwriting operations manager with a proven track record at Paragon Insurance Holdings, adept at process improvement and compliance management. Skilled in vendor relationship management and team leadership, I excel in achieving production goals while enhancing customer service and operational efficiency. Committed to fostering collaboration and driving results in fast-paced environments.
Overview
25
25
years of professional experience
Work History
Manager, Underwriting Operations Support Services
Paragon Insurance Holdings, LLC
01.2022 - Current
- Participate in the implementation of business strategies to effectively achieve policy service objectives.
- Participate in the implementation of operational and policy service SOP’s workflow processes and standards to ensure effective implementation.
- Manage account support activities and those of your team to meet production goals; ensure compliance and performance standards are achieved; utilize available resources in a cost-effective manner.
- Use production information reports from IMS and Sisense to manage assigned work for team members.
- Act proactively and collaboratively; resolve matters resulting in bottleneck situations to ensure business results are not negatively affected by operational problems.
- Develop and maintain positive and productive relationships through ongoing dialogue with vendors, underwriters, agents/brokers, Operations Managers, and the VP of UW Operations.
- Maintain an appropriate level of customer service – understanding and coordinating deliverables to achieve service standards and underwriting guidelines.
- Build and demonstrate knowledge of various underwriting and system workflows and understand service metrics for assigned lines of business and coverages to support underwriting operations.
- Follow and maintain compliance standards through following surplus lines filing, OFAC reporting, and premium audit ordering processes.
- Maintain quality audits of work to ensure accurate and timely processing.
Pest Control Underwriter
Paragon Insurance Holdings, LLC
01.2019 - 01.2022
- Examining insurance proposals.
- Collecting background information and assessments of risk.
- Analyzing statistical data using specialist computer programmers.
- Writing quotes and negotiating the terms with brokers and clients.
- Determining premiums using Individual Risk Premium Modification.
- Deciding the wording of policies.
- Preparing insurance policy terms and conditions.
- Bind and issue policies.
- Approve cancellations.
- Response to billing inquiries and resolve the Insured’s issues.
Commercial Lines Assistant Underwriter
Middleoak/Country Financial
01.2012 - 01.2019
- Screen new business applications and endorsement requests for completeness of required underwriting information.
- Accept declines and/or modifies endorsement transactions within assigned underwriting authority to ensure an acceptable level of risk.
- Requests for missing information are required for completion of rating and underwriting development.
- Input rating and underwriting information into the policy writing system.
- Order third-party reports using the risk meter to assess coastal, crime, and geographic concentration.
- Ensure quality new business output (including class, rate, credits, and policy forms).
- Data entry with a high level of quality and accuracy.
- Maintain files pending requests for additional information.
- Issuance of all new business quotes, including all forms and additional interests.
- Issuance of endorsement transactions within the assigned underwriting authority.
- Respond to customer requests for the status of policy applications and endorsements.
- Coordinates problem resolution with underwriting and billing when necessary.
- Provide excellent customer service.
- Assist with special projects.
Customer Care Renewal Technician
Middleoak Mutual Assurance, Commercial Department
01.2006 - 01.2012
- Provide technical support to the specialty underwriting team.
- Provide quote rates and issued renewals for underwriters.
- Update production and renewal logs.
- Ensure accurate and timely policy issuance.
- Review, correct, and update billing error reports.
- Assist with special projects as assigned.
Specialty Habitation Department/ Workflow Coordinator
Middlesex Mutual Assurance
01.2000 - 01.2006
- Responsible for distributing office mail and faxes for all territory.
- Update daily correspondence, pull files for designated colleague.
- Responsible for monthly renewal for underwriters.
- Update the system with closing file data.
- Step in to assist coordinators in their absence.
- Process new business applications and distribute them to the designated colleague.
- Assist with all territories in special projects and assignments.
Office Assistant/Clerk/Customer Service/Supervisor Assistant/Mailroom Tech
Middlesex Mutual Assurance
01.2000 - 01.2006
- Respond to vendor calls and customer requests.
- Responsible for distributing office mail, daily data entry, and replenishing office supplies.
- Worked closely with various departments on special projects.
- Operated and troubleshooted various mailroom equipment.
- Distribute updated insurance rates to agents and the underwriting department.
- Prepared and compiled specialty lines, new business manuals, reference guides, and training manuals.
- Communicated with the department leads to ensure manuals were current.
- Worked efficiently with agencies to produce and deliver on a timely basis.
Education
Credit Diploma -
East Hartford High School
East Hartford06.2018
Skills
- Microsoft Word
- Operational management
- Process improvement
- Compliance management
- Customer service
- Vendor relationship management
- Policy writing
- Collaboration skills
- Effective communication
- Time management
- Quality assurance
- Policy and procedure development
- Staff training and development
- Operations management
- Budget control
- Team leadership
- Complex Problem-solving
- Shift scheduling
- Vendor management
- Cross-functional team management
- Schedule preparation
- Staff development
- Employee onboarding
- Goal setting
- Verbal and written communication
- Task delegation
- Performance management
- Excel
- Risk Meter crime & flood reports
- CATwriter reports
Languages
- Spanish
- English
Timeline
Manager, Underwriting Operations Support Services
Paragon Insurance Holdings, LLC
01.2022 - Current
Pest Control Underwriter
Paragon Insurance Holdings, LLC
01.2019 - 01.2022
Commercial Lines Assistant Underwriter
Middleoak/Country Financial
01.2012 - 01.2019
Customer Care Renewal Technician
Middleoak Mutual Assurance, Commercial Department
01.2006 - 01.2012
Specialty Habitation Department/ Workflow Coordinator
Middlesex Mutual Assurance
01.2000 - 01.2006
Office Assistant/Clerk/Customer Service/Supervisor Assistant/Mailroom Tech
Middlesex Mutual Assurance
01.2000 - 01.2006
Credit Diploma -
East Hartford High School
Similar Profiles
Marcus JacobMarcus Jacob
Principal Agent at Paragon Insurance LLCPrincipal Agent at Paragon Insurance LLC
Kotisa WambaileKotisa Wambaile
Stock Controller at Paragon Investment Holdings Pty LtdStock Controller at Paragon Investment Holdings Pty Ltd
Yasmin GallegosYasmin Gallegos
Junior Underwriter at Paragon Insurance GroupJunior Underwriter at Paragon Insurance Group
Anna FalvoAnna Falvo
Water Safety Instructor at East Hartford Parks and RecreationWater Safety Instructor at East Hartford Parks and Recreation
Keisha BovellKeisha Bovell
Behavior Technician at InBloom Autism ServicesBehavior Technician at InBloom Autism Services