Felix A. Lopez
Insurance
San Juan,Puerto Rico
Summary
Insurance expert with over 25 years of experience with an objective to secure a challenging position in a reputable organization and fully utilize my training and skills, while making a significant contribution to the success of the organization.
Overview
29
29
years of professional experience
Work History
Commercial Lines Underwriter
Colonial Insurance Agency
San Juan , Puerto Rico
04.2022 - Current
- Utilized effective pricing structures to accomplish business objectives and meet customer expectations in lager or special commercial insurance programs.
- As part of the Insurance Agency, work in liaison with Optima Seguros to emission of the the governmental commercial insurance programs.
- Evaluated new policy applications and renewal submissions to determine financial liabilities and company risk.
- Retained 98% of policyholders during annual renewal period.
- Presented account proposals in a professional and timely manner.
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Produced Commercial Package quotations Managed all documentation about Commercial Insurance Programs
Commercial Lines Underwriter
Triple S Insurance Agency
San Juan , Puerto Rico
05.2019 - 04.2022
- Utilized effective pricing structures to accomplish business objectives and meet customer expectations..
- Evaluated new policy applications and renewal submissions to determine financial liabilities and company risk.
- Retained 98% of policyholders during annual renewal period. Presented account proposals in a professional and timely manner.
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Produced Commercial Package and Commercial Auto quotations Managed all documentation about Commercial Insurance Programs
Account Executive
New Alliance Insurance Agency
San Juan , Puerto Rico
05.2016 - 05.2019
- Placed policies in the market after analyzing the risk and ensured submission of all forms and documentation.
- Worked as a team with Brokers to serve customers during submissions of incidents and accidents by collecting information, completing documentation, and providing follow-up until the claim's resolution or disbursement of funds.
Account Executive
Aon Risk Solutions
San Juan, Puerto Rico
05.2013 - 05.2016
- Identified client needs to determine applicable business lines and connect clients with local contacts including coordinating visits and obtaining additional information required by local regulators.
- Drafted business cases for clients to submit insurance policy applications for multinational new and renewal business executing end-to-end process to place requests in market.
- Conducted business according to AON’s Service Level Agreements with Producing Office that outlined details of acceptable actions and information sharing with clients.
- Maintained Global database up to date with local client information demonstrating utmost attention to detail.
- Coordinated educational seminars for clients as added value.
- Analyzed financial and assets information for clients, business contracts, and insurance needs.
- Established and maintained productive relationships with internal and external clients as well as vendors to facilitate transactions and meet business targets.
- Identified new business opportunities through risk assessment.
- Contributed long-term sales strategy ideas to team to promote continuing business success.
- Meet with clients to discuss strategies, progress, briefings, presented proposals to clients for approval and identified their requirements.
- Managed all documentation about Commercial Insurance Programs, countersignatures, and surplus lines.
Jr. Account Executive - Construction Dept.
J.J. Alvarez & Associates
San Juan, Puerto Rico
05.2012 - 05.2013
- Completed end-to-end placement of policies in market based on client information received from Account Executives and ensured submission of all forms and documentation.
- Worked in partnership with Account Executives to serve customers during submission of claims of incidents and accidents collecting information, completing documentation, and providing follow-up until closure of claim or disbursement of funds.
Administrative Assistance - Flood & Dwelling Dept.
AON’sSeguros Hernandez & Associates
Trujillo Alto , Puerto Rico
05.2008 - 05.2012
- Managed appointment letters and prepared insurance specifications, applications, invoicing, filing in addition to managing all documentation about Commercial Insurance Programs.
Assistant Account Executive Construction Dept.
Carrion Laffitte & Casellas
San Juan , Puerto Rico
05.2005 - 05.2008
- Managed all documentation regarding Construction Insurance Programs.
- Assisted with general office administrative tasks.
Underwriter for Commercial Lines and Construction
Carlos M. Benitez
San Juan , Puerto Rico
05.1995 - 05.2005
- Produced Commercial Auto and Inland Marine quotations.
- Assisted with general office administrative tasks.
Education
MBA - Finance
Universidad Metropolitana
San Juan Bachelor of Science - Psychology
Universidad Metropolitana
San Juan Skills
- Exceptional Customer Service
- Data Review
- Producer Support
- Business Practices Knowledge
- Exceptional Customer Service
- Bilingual (Spanish & English)
- Multitask Management Attention to detail Self-motivated
- Property and Casualty Insurance License with the Puerto Rico Insurance Commissioner's Office
- Team Player
- Knowledgeable in many Insurance Platforms & Microsoft Office Problem resolution Finance
Timeline
Commercial Lines Underwriter
Colonial Insurance Agency
04.2022 - Current
Commercial Lines Underwriter
Triple S Insurance Agency
05.2019 - 04.2022
Account Executive
New Alliance Insurance Agency
05.2016 - 05.2019
Account Executive
Aon Risk Solutions
05.2013 - 05.2016
Jr. Account Executive - Construction Dept.
J.J. Alvarez & Associates
05.2012 - 05.2013
Administrative Assistance - Flood & Dwelling Dept.
AON’sSeguros Hernandez & Associates
05.2008 - 05.2012
Assistant Account Executive Construction Dept.
Carrion Laffitte & Casellas
05.2005 - 05.2008
Underwriter for Commercial Lines and Construction
Carlos M. Benitez
05.1995 - 05.2005
MBA - Finance
Universidad Metropolitana
Bachelor of Science - Psychology
Universidad Metropolitana
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