A highly motivated, accomplished insurance professional with 12 years in Customer Service. Proven track record in providing superior customer service. Excellent organizational, time management and multi-tasking abilities with exemplary analytical and problem solving skills. Dedicated individual with an exceptional work ethic and committed to producing high quality work.
Overview
19
19
years of professional experience
Work History
Senior Surety Account Executive
MHBT, A Marsh & McLennan Agenc, LLC
04.2019 - Current
Receive, review and place all new business on assigned accounts.
Work directly with clients to identify their bond need, explain the risk and obtain pertinent information/documentation required for approval including but not limited to (financial documentation, contractors questionnaire, indemnity agreement, collateral, etc.)
Review contracts and collaborate with underwriters to assess risk and determine appropriate rate.
Facilitate smooth transitions between carriers when needed, minimizing disruptions to client and their bonds while maintaining positive relationships with all parties involved.
Conduct monthly review of contract bonds to determine status of open jobs. Gathering information to process close outs opening additional exposure for the client.
Issue all bond documents which include but not limited to (Performance and Payment Bonds, Bid Bonds, Riders, Commercial Bonds, Continuation Certificates and Verification Certificates, Consents and Letters of Bondability),
Maintain commercial bonds ensuring all bonds are renewed on time while assessing the market to ensure their current rate is comparable.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Coordinated with finance department to ensure timely payment of invoices, addressing any discrepancies or issues in a prompt and professional manner.
Support producer in developing new surety business for clients and prospects.
Establish and maintain positive and effective working relations with other colleagues.
Maintain all dividend accounts, ensuring they are documented and received in a timely manner.
Efficiently manage bond renewals, ensuring timely processing and accurate coverage updates.
Commercial Lines Assistant Account Manager
USI Insurance Services USI Southwest
08.2016 - 02.2017
Provide client services which include but are not limited to issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards.
Request, follow up, check, invoice, and process policies, endorsements, monthly reports, audits, etc.
Request and obtain loss runs required for new business submissions, renewal business submissions, claims reviews, etc.
Create binding documents which include but are not limited to Certificates of Insurance, Certificate Request Forms, Monthly Report Forms, Enrollment Forms, Claims Handling Procedures, Tracking Reports, etc.
Update certificate holder schedule in preparation of renewal.
Create tasks in Workflow system including but not limited to tasks for renewals, reports, completion of policy books, audits, etc.
Assist with data entry into Agency Management system for new and existing clients.
Assist with spreadsheets and premium allocations, when requested.
Prepare premium finance agreements and manage the process.
Communicate inaccuracies in documents to Account Executive/Account Manager, when applicable and request endorsement from carrier making necessary corrections. Communicate forthcoming changes to client.
Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all parties involved. Maintain a high degree of accuracy in agency management system and document management system.
Analyze changes in policy forms and advise Account Executive/Account Manager. Responsible for technical quality control, refer gaps in coverage, low limits and other account deficiencies to Account Executive/Account Manager.
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
Underwriting Assistant
AIG
06.2015 - 08.2016
Assist the underwriting team in providing exceptional service to some of the industry's top leading broker and clients.
Prepare and execute documents, including but not limited to new bonds, riders, continuation certificates, cancellation and reinstatement notices, ensuring all documents are in compliance and align with the account portfolio.
Provide premium breakdown to clients and team members on new bonds, renewals, mid-term endorsements and cancellations; analyze rates, commission, fees and taxes.
Code, process and bill new, renewal, endorsement and cancellation transactions on assigned accounts.
Key member of team formed to document and develop requirements for a more efficient workflow process for the business unit.
Monitor assigned accounts for quality and efficiency. Review and report open exposure to management while obtaining up-to-date information on all assigned accounts and individual bonds.
Review and process bonds renewals on commercial and contract accounts classifying the specific terms and conditions of each bond.
Generate and send status inquiries on nonrenewable bonds.
Maintain relationships with internal and external contacts to facilitate the underwriting process, promote new business development and remain up-to-date on industry trends.
Generate and review various types of business reports. Provide account and bond information regularly and upon request to clients and team members providing first-rate customer service at all times.
Train and provide daily support to team members on various system applications, business policies and standard operating procedures.
Subject matter expert for all internal industry related systems. Demonstrating inaccuracies, troubleshooting solutions, writing detailed requirements, assessing and compiling data, and user acceptance testing.
Monitor all open premium on assigned accounts. Research and resolvepremium issues by working closely with accounting, underwriting, and clients; responding to all inquiries in a timely manner.
Maintain files accordingly demonstrating the importance of accuracy and data retention. Verify that all files are in compliance with company and industry related standards.
Process payments for underwriting events, certifications and membership fees in addition to assist with the preparation of expense reports.
Attend and participate in all available industry related functions and courses to preserve knowledge and develop a strong surety network.
Underwriting Assistant
AIG
03.2005 - 03.2015
All responsibilities detailed above apply to this position.
Skills
Superior client service and management
Excellent interpersonal skills
Business systems analysis
P&C License (Texas and Louisiana)
Meticulous attention to detail
Troubleshooting and problem solving
Excellent organizational and multitasking skills
Self-motivated
Expert analytical skills
Training and Development
Database management
Premium reconciliation
Advanced in MS Office, Excel, SharePoint, Adobe, and PowerPoint, Erlon, Sagitta, ImageRight
Client Service Manager/AVP at McGriff, a Marsh & McLennan Agency LLC CompanyClient Service Manager/AVP at McGriff, a Marsh & McLennan Agency LLC Company