Catherine Cordivari
Quote Specialist
Media,PA
Overview
13
13
years of professional experience
Work History
Quote Specialist
Apogee Insurance Group
04.2024 - Current
- Processing high volumes of quotes from carriers and entering data into the agency information manager (AIM)
- Ensure that all information from the quote is correctly input into AIM (carrier, risk company, premium, insurance limits, retention, commission, carrier fee)
- Accurate calculation of fee dependent on gross commission.
- Clean up and format quote documents; removing contact information not intended for the customer (gross commission, underwriter contact information, carrier website, address or phone number)
- Creating cover letter and combining with edited quote document
- Emailing quote document to agent on behalf of account manager
- Process incoming emails received to company policies inbox (new policy documents, renewal documents, cancellations, notice of cancellation, endorsements, reinstatements)
- Creating files for new business policy documents, including ensuring correct effective date and type of coverage
- Processing and sending direct bill policies to agents
- Calling agencies in my territory seeking submissions and providing the appropriate marketing materials to bring in new business
- Licensed in Property and Casualty insurance (P&C licensed)
Front Desk Receptionist
Aesthetic Dermatology Associates
05.2021 - 04.2024
- Ensure the highest level of customer service and patient experience while completing all tasks with efficiency
- Balancing numerous tasks in conjunction, collaborating with coworkers with their duties to ensure all the days tasks are completed
- Opening/closing the office; post cash/check/credit card payments and conduct end of day settlements
- Schedule new & current patient appointments; verify insurance/eligibility prior to patient appointments
- Taking patient calls (refill requests, patient questions to provider/nurse, scheduling appointments)
- Send, receive & file hundreds of faxes weekly, utilizing Nextech
- Manage patient profiles; completing in-house billing; addressing balances during patient check-in; posting medical charges after patient check-out
- Pleasantly greet patients at check-in & check-out to help provide a comfortable visit
General Manager
SweetFrog Premium Frozen Yogurt
08.2013 - 05.2021
- Responsible for making sure the store runs smoothly
- Key-holder in control of opening and closing store
- Hiring and letting go of employees; managing staffing issues
- Plan, prepare, and present work schedules
- Train new employees; Teaching new hires general operating procedures of the buisness
- Banking & opening and closing cash registers
- Cleaning & maintaining yogurt machines
- Ordering food & essential products for the store; procuring fresh produce
- Resolve customers questions and complaints with empathy
- Host birthday parties and Girl Scout tours of the store
- Unloading product shipment and loading freezers
- Daily duties of waiting on customers/operating cash registers; general maintenance duties (sweeping floors, mopping floors, washing dishes, wiping counter tops)
Shift Leader
SweetFrog Premium Frozen Yogurt
11.2012 - 08.2013
- Key-holder in control of opening and closing store
- Counted cash, opened and closed cash registers
- Replenishing toppings bar
- Fruit prep
- General maintenance duties (sweeping floors, mopping floors, washing dishes, wiping counter tops)
- Unloading product shipment and loading freezers.
Store Staff
SweetFrog Premium Frozen Yogurt
10.2012 - 11.2012
- Operating cash registers
- Replenishing toppings bar
- Fruit prep
- General maintenance duties (sweeping floors, mopping floors, washing dishes, wiping counter tops).
Education
High School Diploma -
Upper Darby High School
05.2001 -
Personal Information
Date of Birth: 03/25/92
Timeline
Quote Specialist
Apogee Insurance Group
04.2024 - Current
Front Desk Receptionist
Aesthetic Dermatology Associates
05.2021 - 04.2024
General Manager
SweetFrog Premium Frozen Yogurt
08.2013 - 05.2021
Shift Leader
SweetFrog Premium Frozen Yogurt
11.2012 - 08.2013
Store Staff
SweetFrog Premium Frozen Yogurt
10.2012 - 11.2012
High School Diploma -
Upper Darby High School
05.2001 -