Jose Zavala
Chicago,IL
Summary
I possess versatile skills in project management, problem-solving, and collaboration. I bring fresh perspectives and strong commitment to quality and success. I'm recognized for adaptability and proactive approach in delivering effective solutions.
I'm pursuing a full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
22
22
years of professional experience
Work History
Senior Insurance Account Manager - Cyber and Executive lines of coverage
Huntington Insurance
08.2023 - Current
- Develop customized insurance solutions for clients by working closely with underwriters to create tailored coverage packages that met individual needs.
- Client Risk Assessment, I conduct a comprehensive evaluation of the client's risk exposure with help from our insurers which factors in the nature of the business, the sensitivity of the data handled, existing cybersecurity measures, vulnerability assessments, and compliance with industry regulations
- I manage a diverse portfolio of accounts across various industries, demonstrating adaptability and expertise in servicing the unique insurance requirements of each client.
- I ensure that policies cover the unique challenges and potential exposures faced by the client's business operations
- Insurer Selection, forge partnerships with insurers recognized for their expertise in cyber insurance
- Scrutinize and compare policies from multiple insurers to ensure clients receive comprehensive coverage at competitive pricing
- Collaborated with sales teams to identify potential new clients, leading to an expansion of the agency''s client base.
Senior Associate Broker – Professional and Executive Lines / Cyber
Amwins Brokerage
03.2022 - 08.2023
- Attended industry conferences and networking events to stay informed on new developments and trends, further enhancing account management capabilities.
- Worked in high-volume, competitive sales environment.
- Monitored industry trends and regulatory changes to stay current on best practices in account management and provide informed recommendations to clients.
- I reviewed and prepared new and renewal submissions from clients before submitting them to the carriers.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- The Premium involved with my renewals have a range of $2,500 - $850,000 plus, and can involve multiple excess layers of coverage.
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
Senior Account Manager Environmental Practice
The Hartford
11.2019 - 03.2022
- I Meet with Underwriting on a regular basis to review expiring accounts and send out targeted renewal submission requests
- Solicitations will include specific information and may also include conditional renewal notice
- Knowledge of core insurance principles & can provide explanation to clients, excellence in negotiation skills
- Understanding of required placement workflows, self-starter/minimal supervision, will seek guidance when needed
- Perform a renewal comparison of accounts and provide Underwriters with information relative to changes
- Triage accounts, incorporating broker/treaty restrictions/risk characteristics to queue up the best opportunities and supplement the Underwriters activity to improve hit ratio and focus on best chances for success
- Examine correspondence from assureds and/or brokers, such as original insurance applications, and other company documents to determine if changes are needed and make the necessary changes for Underwriting review
- Interact with brokers to assist with follow up for underlying and subjectivities
- Review underlying policies and provide Underwriters with pertinent information needed for quoting
- Calculate premiums, refunds, commissions, adjustments in support of the endorsement process
- Create lead lists based on new business not taken up or renewals lost to be used the following year as part of the renewal cycle.
Associate Placement Specialist / Assistant Vice President / Environmental Practice
MARSH & McLennan
07.2016 - 11.2019
- Gather information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
- Advice clients on Environmental risk management and assist them to develop new ways to minimize risks
- Develop client and prospect presentations to secure new, and build on existing, relationships
- Execute straightforward new business placement, renewals and simple alterations of existing cover, under minimal supervision
- Review quotes against specifications and develop side-by side comparisons
- On average I handle anywhere between 20 to 30 plus account renewals on a monthly basis
- Premiums on the client’s renewal policies range anywhere from $1,500 up to $100,000
- Build technical skills by satisfactorily completing basic and intermediate training courses as required
- Prepare draft submission documents and finalize submissions for delivery
- Multi-tasking, adapting to change and working on tight deadlines on accounts and projects
- Prepare reports for insurance underwriters and negotiate with the clients
- Renew or modify existing policies
- Prepare and keep track of billing to facilitate process and avoid conflicts
- Keep detailed records of each and every policy.
Broker Representative / Management Liability Lines
MARSH & MCLENNAN
05.2014 - 07.2016
- Proactively identified risks or opportunities with solid resources to effectively respond to a Brokers needs
- Implement a solution based approach to identify and articulate the alignment of strategic goals and objectives for assigned accounts
- Build knowledge of product, company, environment and their capabilities in order to maintain strengths with our competitors
- Responsible for maintaining and updating accounts to ensure accurate record keeping
- Prepare and keep track of billing to facilitate process and avoid conflicts
- Build and reinforce interdepartmental relationships by exceeding excellence in communication to ensure the highest level of service and to maintain a solid and loyal foundation with our clients.
Records Management
WILLIAMS LEA-MARSH & MCLENNAN COMPANIES
02.2007 - 05.2014
- Acknowledged new initiatives for a smooth day to day work flow by coordinating all on-site and off-site filing activities
- Acknowledged the lead in planning and managing the department records management program and administrative records while promptly and efficiently executing work orders
- Maintained inventory of stored records within various departments, including file purges, following guidelines and transfers of files to a storage filing facility while maintaining a high level of confidentiality and accuracy
- Maintained inventory of office filing supplies, in our offsite storage facility, including the retrieval, addition and destruction of files within the inventory guidelines and policy
- Maintained and managed an electronic filing database, including scanned documents and policies which linked to a database system for electronic/online viewing
- Developed and appropriately assigned procedures to ensure the highest level of service and accountability for different circumstances
- Strategically maintained a filing system that empowered the department as a whole – for example paper and electronic files, including audit reports, confirmation requests, approvals, incoming and outgoing correspondence, tax reports and restricted research files etc
- Required a high level of physical labor and a keen judgment for last minute or on the spot decisions
- Provided telephone support and responded to a high volume of phone requests
- Properly and efficiently prepared and shipped files to various destinations making sure to label them correctly for exact retrieval purposes
- Generated reports for records keeping that would strategically be used to implement future goals
- High level of pressure to ensure quality assurance initiatives such as communication efficiency, up to date logs and tracking tools, electronically and paper, provided reports as requested, constantly met deadlines
- Prioritized and monitored work flow to provide efficient work daily.
Records Administration
BANK OF AMERICA
07.2002 - 09.2006
- Stored, arranged and indexed records and files so that customer information matched the database
- Scanned and linked all files into program for staff accessibility
- Researched requested renewals and reinstatements for accuracy
- Generated audits as requested to facilitate the development of database and contacted insurance regarding expired certificates when necessary
- Handled a high level of confidential company information with respect and discretion
- Organized and maintained databases for various projects in the department.
Office Service Coordinator
Fleet Boston/Bank of America
07.2002 - 03.2005
- Sorted and distributed incoming mail, boxes, packages etc
- For 600+ employees
- Coordinated outgoing overnight courier packages for effective and timely delivery
- Monitored inventory weekly of all office supplies
- Interacted with high-level executives inside and outside of the company
- Typed letters, memos and reports, often of confidential nature
- On a daily basis monitored copy machines, fax machines and mailroom equipment to ensure adequate function
- Picked-up and processed all outgoing mail every afternoon in a timely fashion
- Various deliveries, pick-ups, errands and/or miscellaneous projects as required
- Assisted the Office Service Supervisor with Facility Management responsibilities
- Answered phones, took messages, and routed calls
- Responded to wide range of inquiries of moderate complexity
- Handled requests to set up A/V equipment for meetings
- Scheduled meetings and conference rooms
- Supported the role of Office Services Supervisor when supervisor was on vacation or absent
- Stocked mail stations with all the necessary supplies
- Assisted in any office relocations.
Education
Associate of Science - Computer Science
Robert Morris University
Chicago11.2000
Skills
- Knowledge of insurance industry and its products
- Skilled in assessing clients' needs and recommending suitable coverage options
- Skilled in developing and implementing marketing plans
- Willing to Learn new skills and knowledge
- Able to handle a fast-paced work environment
- A good negotiator with excellent conflict-resolution skills
- Excellent organizational skills and detail-oriented
- Able to complete work within given timeline and multi-task
- Ability to interpret and explain quotes provided by insurance carriers
- Well-versed with MS Office Suite and other applications used by insurance companies
- With more than 15 years of experience in a notable customer service-oriented environment Dependable with effective problem-solving skills
- Effectively and efficiently handle multiple tasks in a professional and timely manner Strong written, verbal, consulting, and presentation skills
Accomplishments
I obtained my Property & Casualty Producers License
August 2015.
Timeline
Senior Insurance Account Manager - Cyber and Executive lines of coverage
Huntington Insurance
08.2023 - Current
Senior Associate Broker – Professional and Executive Lines / Cyber
Amwins Brokerage
03.2022 - 08.2023
Senior Account Manager Environmental Practice
The Hartford
11.2019 - 03.2022
Associate Placement Specialist / Assistant Vice President / Environmental Practice
MARSH & McLennan
07.2016 - 11.2019
Broker Representative / Management Liability Lines
MARSH & MCLENNAN
05.2014 - 07.2016
Records Management
WILLIAMS LEA-MARSH & MCLENNAN COMPANIES
02.2007 - 05.2014
Records Administration
BANK OF AMERICA
07.2002 - 09.2006
Office Service Coordinator
Fleet Boston/Bank of America
07.2002 - 03.2005
Associate of Science - Computer Science
Robert Morris University
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