CRISTINA MEZA
Renewal Underwriter
Lake Mary,FL
Summary
Dependable insurance service and support professional equipped for fast-paced work and changing daily needs. Serves customers effectively with attention to detail and hardworking approach. Seeks out opportunities to go beyond basics, improve processes, and increase customer satisfaction.
Overview
15
15
years of professional experience
Work History
Renewal Underwriter
Braishfield Associates
10.2023 - Current
- Enhanced underwriting efficiency by streamlining processes and utilizing risk assessment tools.
- Reduced claim costs for the company through meticulous policy reviews and thorough evaluations of potential risks.
- Collaborated with carriers to negotiate competitive pricing, ensuring client satisfaction and retention.
- Analyzed new business opportunities, identifying trends and potential growth areas for the company.
- Improved customer relations by providing timely responses to inquiries and addressing concerns promptly.
- Developed customized insurance solutions for clients, addressing specific needs and mitigating potential losses.
- Managed a diverse portfolio of accounts, maintaining strong relationships with clients while minimizing risk exposure.
- Implemented effective underwriting strategies, enhancing profitability while maintaining appropriate levels of risk acceptance.
- Stayed current on industry developments and regulatory changes, ensuring compliance with relevant guidelines.
- Mitigated potential losses by conducting thorough risk assessments on existing policies during renewal periods.
- Maintained high retention rates among customers by effectively addressing concerns regarding policy terms or premiums.
- Built strong relationships with agents by offering ongoing support and guidance throughout the underwriting process.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Account Manager
Braishfield Associates
07.2021 - 10.2023
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Consulted with businesses to supply accurate product and service information.
- Trained new employees on customer service, money handling and organizing strategies.
LICENCED INSURANCE SERVICE PROFESSIONAL
Roiss Insurance Agency
08.2020 - 07.2021
- Finish all tasks and job duties, adhering to deadlines to avoid delays
- Utilize downtime to perform routine tasks, preventing service delays
- Require minimal oversight to complete job tasks, meeting all deadlines and goals
- Complete all required paperwork within anticipated timeframes
- Communicate courteously and effectively by phone and email
- Manage agency cancellation audits, process payments and policy endorsements
- Contact clients and provide telephone customer policy reviews
- Collect information in order to write new business policies in accordance with underwriting guidelines.
CUSTOMER SERVICE MANAGER
Meza Group, Inc, Allstate Insurance Agency
01.2009 - 01.2019
- Investigate and resolve customer questions, concerns and complaints
- Communicate courteously and effectively by phone, email and in person
- Assist customer to file a claim and ensure satisfaction during and after the claims process
- Responsible for agency retention (above 90%)
- Manage agency cancellation audits, process payments and policy endorsements
- Contact clients and provide telephone customer policy reviews
- Collect information in order to write new business policies in accordance with underwriting guidelines
- Coordinated and oversaw training of new customer service team members
- Built and maintained positive relationships with agents and agency connections.
Education
HIGH SCHOOL DIPLOMA -
Licensed 2-20 -
Orlando, FL
Skills
- Insurance processing
- Service team support
- Service issue resolution
- Advanced computer and data entry skills
- Communication skills that result in satisfaction and retention
- Reliable and Trustworthy
- Policy Renewal
- Risk Mitigation
- Policy Development
- Underwriting Guidelines
- Policy Interpretation
- Client Relationship Building
- Risk Management
- Attention to Detail
- Insurance Knowledge
- 10 years of Allstate product knowledge
- 19 years of customer service experience
Timeline
Renewal Underwriter
Braishfield Associates
10.2023 - Current
Account Manager
Braishfield Associates
07.2021 - 10.2023
LICENCED INSURANCE SERVICE PROFESSIONAL
Roiss Insurance Agency
08.2020 - 07.2021
CUSTOMER SERVICE MANAGER
Meza Group, Inc, Allstate Insurance Agency
01.2009 - 01.2019
HIGH SCHOOL DIPLOMA -
Licensed 2-20 -
Orlando, FL
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