Claudia Portillo
Jamaica,NY
Overview
16
16
years of professional experience
Work History
Associate
AON Risk Services
02.2016 - 12.2019
- Responsible for day – to- day servicing of complex professional liability, directors officers liability, employment practices liability, and other insurance programs for a portfolio of professional service team clients
- Handle data/policy recording handling for over 200 lines of coverage (60 Clients, 15 Clients Service Teams)
- Proficient in systems such as Salesforce
- Prepare P&C Certificates of Insurance
- Responsible for sending clients their policies through PITD
- Process all necessary documentation for CITU which includes Invoicing, Audits, Endorsements, Surplus Lines and International Taxes
- Draft Client Promise, Strategy Plans, Proposals and Reviews, submissions
- Request, collate and check Benchmarking data
- Prepare Preferred Follow Form Policies (PFFP’s)
- Reviewed Quotes and Binders
- Handle all renewal process for Client Service Team
- Maintain detailed electronic and paper file notes
- Resolve accounting discrepancies
Administrative Assistant
AON Risk Services
10.2003 - 02.2016
- Prepare presentations and charts in PowerPoint, Word and Excel and takes care of all administrative duties (typing, scanning, photocopying, etc.)
- Communicate in person and through correspondence with high level contacts inside and outside the company such as clients, markets and senior executive leadership
- Maintain good client relationships by directing calls and service inquiries to proper parties, both internally and externally, and take accurate messages
- Compose and type correspondence, memos, presentations, policy wordings, confidential materials, etc
- As and when required
- Schedule and coordinate meetings, conference calls, and other executive events
- Inform attendees of function dates and times, reserve meeting space, provide the appropriate equipment/materials and hospitality services as needed in these meetings such as catering and submitting visitors’ names to Aon Receptionist
- Make travel arrangements for Senior Executives, utilizing the in-house travel agency and obtaining appropriate travel authorizations
- Prepare Travel and Expense Reports
- Read and route incoming mail
- Maintain and manage calendar in Microsoft Outlook, including heavy coordination of travel arrangements and itineraries
- Initiate, establish, and communicate department meetings
- Maintain database information, such as mailing lists, market lists, etc
- In applicable format
- File correspondence and other records
- May provide direction to other administrative employees
- Assist the team with record keeping (attendance and time tracking)
- Undertake various duties as assigned
Timeline
Associate
AON Risk Services
02.2016 - 12.2019
Administrative Assistant
AON Risk Services
10.2003 - 02.2016
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