Roslyn Lucas
Hempstead,NY
Summary
Handles correspondence & the clerical processing accounts. Process filing & invoicing non-admitted policy w/NY State on Elany automation system. Makes follow up calls with Sup-producer, primary source. Verification of broker state license affidavit & risk information in accordance w/state regulation. Establish and maintain relationships with carriers and producers to help resolve policyholder issues. Prepares quotes with multiple carrier personal lines new business & endorsement. Sends out Shelter Pride Survey referenced customer property agent & follow up. Responsibilities - Claims Representative Reviewed & reported property & auto claim damage, Documented claims submissions of loss effective dates on internal CPU system (Sagitta) . Generated reports on auto & homeowner clues & mvr background on Lexis nexus system. Scheduled & processed homeowner & inspection surveys. Served as Liaison between property inspector & sub producer.
Overview
25
25
years of professional experience
Work History
Rater/ /Clerical
SIMON WHOLES INSURANCE
08.2018 - 11.2023
- Provided high level of assistance to help with review, classification, coding, and rating of applications.
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Verified data integrity and accuracy.
Assistant Account Executive
ARTHUR J GALLAGHER & CO
01.2010 - 08.2018
Assistant Three Account Executive Who service over 750 Sub- Agency
Assist Insured with Underwriting question regarding Policy & Quote Invoice Payment.
Process filing & Invoice non admitted policy with NY State Elany automation system
- Supported senior executives in daily administrative tasks and project management.
- Assist in preparing quotes and proposals for insurance coverage.
- Communicate with clients and agents to gather necessary information.
Data Entry Clerk
The Treiber Group
03.1999 - 01.2010
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Scanned documents and saved in database to keep records of essential organizational information.
Education
High School Diploma -
NEWPORT PACIFIC HIGH SCHOOL
Scranton, PATravel & Tourism Degree - Travel & Tourism
Vocational Trade Schools Institute
Hempstead, NYSkills
- Underwriting guidelines
- Quoting and processing policy
- Clerical assistance
- Policy renewal
- Provided excellent customer service and resolved inquiries efficiently Organized and maintained office files and records Assisted in scheduling appointments and meetings Handled incoming and outgoing correspondence use of Microsoft Word
Timeline
Rater/ /Clerical
SIMON WHOLES INSURANCE
08.2018 - 11.2023
Assistant Account Executive
ARTHUR J GALLAGHER & CO
01.2010 - 08.2018
Data Entry Clerk
The Treiber Group
03.1999 - 01.2010
High School Diploma -
NEWPORT PACIFIC HIGH SCHOOL
Travel & Tourism Degree - Travel & Tourism
Vocational Trade Schools Institute
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