Chealzea Pasion

Ensure timely renewals to avoid any lapse in coverages. Acts as main liaison between contractors, brokers and carriers. Create insurance proposal's. Manage day to day policy administration, process high volumes of certificates of insurance for project bids, and help clients navigate complex construction risk exposures and contract

requirement.

Manage a small to medium size book of business. Service existing accounts by collecting payments, processing endorsements and insurance certificates, processing cancellations. Renew policies in a timely manner to avoid any lapse in coverage. Compare quotes and draft insurance proposals. Set up financing for clients. Maintain relationships with underwriters to ensure best possible quotes and fast response/return time.

Service over 4,000 personal lines policies by processing change request, providing proof of insurance, processing payments. Provide home, auto, renters, umbrella quotes to new and referral business.