Evelyn Ruiz
Oswego,IL
Summary
Talented Insurance Professional with 7 years of experience and expertise in sales, commercial underwriting and customer service. Well versed in customer onboarding and support while achieving business retention goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Underwriter
Allianz Trade North America
Warrenville, IL
03.2022 - Current
- Answers customer requests over the phone or email on various topics across all core functions with a sense of urgency.
- Works closely with the Direct Sales Force and broker partners to accurately expedite new business application input with offshore partners. Reach targets of portfolio growth and quality for business unit and across region.
- Responsible for renewing existing policies of 100+ and identifying cross- and up-selling opportunities
- Take personal responsibility for the implementation of group-wide quality of service standards for SME's and Direct broker policies
- Service customer segments based on operational standards
- Interact with Claims, Collections, Risk and Legal to ensure clear communication on policy standards and best practices
- Implement commercial underwriting standards to ensure profitability and quality of customer portfolio
- Take ownership of special projects and sales agent servicing needs for the Direct Sales Force channel and Direct Broker channel as needed.
- Managing a large portfolio of policies with key responsibilities to include: Communication with the Direct Sales Force and broker partners in regards to policy renewal changes, policy construction & policy distribution
- Responsible for managing collection of past due invoices and other policy items for assigned portfolio
- Identify process improvements based on exposure to client issues and concerns that directly impact retention and new business production
- Support implementation of Voice of the Customer initiatives in the region.
- Enforce Know Your Customer guidelines on issuance and renewal of existing policies within portfolio
- Educate new and existing customers on policy rules, reporting and online platform Allianz Trade Online
- Build long term relationships with customers, brokers and other stakeholders
Account Manager
Atradius Trade Credit Insurance
Downers Grove , IL
01.2017 - 03.2022
- Manage portfolio of 100+ accounts within the Midwest and West region valuing over $1million
- Advocate and educate new customers, brokers and C-suite employees on renewal policy terms and policy documents
- Conduct client visits to current and potential new customers to offer new solutions and services
- Provide subject matter expertise for the Non-Cancellable business
- Provide support for current customers and new business from three different sales channels
- Secure and manage highly sensitive documentation and bank information in the credit review process
- Prepare all required information necessary for setting up draft policies, submissions, and renewals
- Adhere to internal compliance for policies and follow state and federal restrictions regarding OFAC laws
- Proactively manage credit limit requests for customers and appeals with risk team
- Process cancellations of accounts and notifications to customers and brokers
- Obtain documentation for claims and communicate with customers in regarding process and timeline
- Assist with internal reporting requirements (policy performance reports)
- Monitor renewal dates to ensure compliance of policy and records are current
- Retain percentage of new business and complete targets for existing business while identifying opportunities to cross-sell
- Update Customer Relationship Management system with latest information
Associate Account Manager
Atradius Trade Credit Insurance
Downers Grove, IL
11.2016 - 01.2017
- Delivered superior customer service to policyholders, colleagues, brokers, sales team and potential prospects
- Audited policy folders for existing and new policyholders
- Assisted with preparation of buyer schedules for new business
- Partnered with the underwriting team to maintain current accounts and secure new ones
- Activated new policies and process transfers of credit limits.
Education
Bachelor of Arts - Business Administration
Aurora University
05.2015
Skills
- Risk Mitigation
- Client Relationship Building
- Business Development
- Attention to Detail
Certification
- Producer - IL Property and Casualty License
Timeline
Account Underwriter
Allianz Trade North America
03.2022 - Current
Account Manager
Atradius Trade Credit Insurance
01.2017 - 03.2022
Associate Account Manager
Atradius Trade Credit Insurance
11.2016 - 01.2017
Bachelor of Arts - Business Administration
Aurora University
- Producer - IL Property and Casualty License
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