Lorenzo Soto
Phoenix,USA
Summary
Resourceful Business Consulting Specialist with expertise in problem-solving, data analysis, and customer service. Proficient in quickly learning new technologies and processes to drive success. Demonstrates successful project management and innovative solution development. Proven track record of delivering results.
Overview
21
21
years of professional experience
Work History
Specialist, SIRIS Personal Lines
Nationwide E&S Specialty
05.2016 - Current
- Creating monthly test plans for monthly automated user acceptance testing.
- Personal Line forms subject matter expert and training of team members on form programming requests from Product and Underwriting departments
- Performed monthly rate changes on individual state and on countrywide project level tied to product enhancements
- Developing business specification requirements for product enhancement and change requests for submittal to vendor
- Conducting monthly automated quality assurance testing on product delivery programming changes, enhancements and defect resolutions
- Performing agent on boarding requests such as setting up general agent accounts in rating and issuance system and loading taxes and fees into agent accounts and conducting automated system navigation training for new users to get them started with entering in and issuing policies and subsequent transactions to get premium booked
- Partnering with general agents to develop their own individual rating systems to link with automated rating by providing advance communication on rate changes and providing rates in a format more compatible that what is provided on Nationwide Portal
- Currently serving as primary lead on Inland Marine enhancement for user interface, rate and form programming changes as well as multi line optional coverage user interface change to make all lines uniform in location to make interface more user friendly and easy to locate
- Working with IT business partners and vendor with weekly enhancement specification reviews to coordinate timely delivery to ensure that specifications are being met and no blockers or obstacles have caused a delay.
Analyst / Senior Analyst, SIRIS Commercial Lines
Nationwide E&S Specialty
07.2011 - 05.2016
- Performed monthly regression testing for all lines of business in SIRIS commercial lines system
- Provide customer service and support to internal underwriting departments as well as general agents
- Researched Insurance Services Office state rules and circulars
- Set up internal tickets to track automated system issues
- Submit coverage forms to be loaded into SIRIS automated system
- Research and analyze problems in SIRIS automated system and report to vendor to resolve and provide customers with work around until vendor delivers fix
- Analyze state filings and enter data into corresponding Common and Auto tables
- Conducts SIRIS automated system navigation training for new agents
- Submit new auto rates to vendor to be loaded into automated system.
Underwriting Assistant - Brokerage Special Risk
05.2007 - 07.2011
- Issued Commercial General Liability and Excess/Umbrella policies and endorsements in SIRIS automated system
- Processed coding sheets for Ocean Marine line of business
- Reviewed certified copies of policies to forward to insureds for claims purposes
- Handled general agent and internal departments policy inquiries
- Ordered inspections and financial reports for policies.
Rater, Contract Underwriting
12.2006 - 05.2007
- Rated commercial property and general liability risks for all of Contract Underwriting and forwarded to underwriters
- Reviewed and analyzed class rates for underwriting and entered data into spreadsheets.
Processor I, Risk Clearance
06.2006 - 12.2006
- Entered in quote information from agent e-mails into Submission Manager
- Organized and filed insurance submissions into archives
- Responsible for providing loss run reports to insureds via request.
Mail Clerk, Operations
12.2005 - 06.2006
- Conducted mail runs to Western Heritage & Post Office
- Sorted and processed incoming company mail
- Prepped and assembled underwriting transactions to be scanned into company storage system.
Finance Specialist, Arizona Army National Guard
08.2003 - 11.2005
- Conducted briefings on military combat pay entitlements to personnel
- Set up military personnel combat pay entitlements
- Dispersed military pay funds to personnel
- Balanced daily pay account sheets
- Analyzed and researched military pay inquiries.
Education
Associate of Arts - Business Administration
Maricopa Community Colleges, Scottsdale Community College
Scottsdale, AZ04.2014
Bachelor of Science - Criminal Justice
Arizona State University
Tempe, AZ07.2009
Skills
Customer Relations
Expert Problem Solving
Documentation Management
Quality Assurance
Technical communication
Root Cause Analysis
Multitasking Abilities
Problem-solving abilities
Analytical Thinking
Affiliations
- Nationwide Insurance Military Associate Resource Group
- Nationwide Insurance Latino Associates Resource Group
Timeline
Specialist, SIRIS Personal Lines
Nationwide E&S Specialty
05.2016 - Current
Analyst / Senior Analyst, SIRIS Commercial Lines
Nationwide E&S Specialty
07.2011 - 05.2016
Underwriting Assistant - Brokerage Special Risk
05.2007 - 07.2011
Rater, Contract Underwriting
12.2006 - 05.2007
Processor I, Risk Clearance
06.2006 - 12.2006
Mail Clerk, Operations
12.2005 - 06.2006
Finance Specialist, Arizona Army National Guard
08.2003 - 11.2005
Associate of Arts - Business Administration
Maricopa Community Colleges, Scottsdale Community College
Bachelor of Science - Criminal Justice
Arizona State University
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