Winwrisk
Maria Dillabo
Phoenix,AZ
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
11
11
years of professional experience
Work History
Underwriting Case Specialist
PHI WEST
02.2022 - Current
- Reviewed and assessed policy applications for accuracy, completeness, and compliance with company guidelines
- Collaborated with underwriters to gather additional information or clarify details on insurance applications
- Performed risk assessments by analyzing factors such as proper names, social security numbers and policy accounts
- Performed routine data entry or document management.
- Communicated underwriting decisions to agents or brokers in a clear and professional manner
- Identified potential fraud indicators during the application process through careful examination of supporting documents
- Maintained accurate records of all underwriting activities including correspondence, documentation, and decision rationale
- Developed strong relationships with insurance agents, brokers, and other industry professionals to enhance business partnerships
- Participated in training programs and workshops to stay updated on industry best practices and regulatory changes
- Investigated suspicious claims or policy applications, working closely with fraud investigation teams when necessary
- Contributed to the implementation of a new underwriting software system, resulting in improved efficiency and accuracy
- Demonstrated strong analytical skills by identifying patterns or trends in data that led to more accurate risk assessments
- Demonstrated excellent attention to detail when reviewing complex policy documents ensuring accuracy and compliance
- Investigated complex insurance applications requiring additional research or verification of supporting documents
- Determined appropriate examinations, tests and specialists required for each case.
- Scheduled follow-up and rescheduled appointments for examinees.
- Created documents with applicant information and verified data through numerous platforms.
- Recorded word for word medical documentation of said clients and forwarded to agents.
Warehouse Associate
Amazon
06.2021 - Current
- Receive and put away inventory
- Get customer orders ready and pack them up
- Prepared orders for shipment by picking, packing, and labeling merchandise.
- Worked safely around moving machinery.
- Performed inventory control, such as counting, and stocking merchandise.
- Maintained clean, orderly work environment free of hazards.
- Use scanners to read bar codes on products
- View prompts on screens and follow the direction for some tasks
- Troubleshoot problems
- Ensure product meets quality requirements
- Operate power industrial trucks (PIT) such as a forklift or pallet driver
Payroll Customer Service Representative
EOS Solutions
01.2021 - Current
- Process payroll and provide financial customer service for over 100 individual clients.
- Identified and resolved discrepancies and errors in customer accounts.
- Calculated correct check totals, updated accounts, and maintained detailed records for management.
- Engage clients through phone calls, emails, face-to-face meetings, and virtual meetings to ensure all clients needs are met to the highest degree possible.
- Extensive use of multiple computer applications for payroll processing and administrative projects. Word, Excel, Paychex, Outlook, Zoom, Skype, Google Forms, Adobe...etc.
- Had all workers checks delivered promptly and in time
Teller
Wells Fargo
03.2019 - 12.2020
- Use computers for various applications, such as database management or word processing Create, maintain, and enter information into database.
- Greet customers and handle their inquiries directly.
- Complete forms in accordance with company procedures.
- Support regulatory/compliance matters, business continuity planning, regulatory responses, change communications, reporting/analysis, tracking of policy/procedure adherence...etc.
- Ensure timely response to all management reporting requests
- Provided exceptional customer service by addressing inquiries, resolving issues, and offering product recommendations
- Identified fraudulent activities and followed proper procedures to report suspicious transactions
- Assisted customers in opening new accounts and provided guidance on various banking products and services
- Managed large volumes of cash while adhering to strict security protocols
- Performed end-of-day balancing procedures to ensure accurate accounting of daily transactions
- Developed strong relationships with regular customers leading to increased loyalty and repeat business
- Participated in ongoing training sessions to stay updated on industry regulations
- Processed customer transactions accurately and efficiently, including deposits, withdrawals, and loan payments
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Monitored and reported suspicious activity in line with bank security policies.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Office Assistant
Peoria Kia
04.2014 - 06.2015
- Collect and deposit money into accounts, disburse funds from cash accounts and pay bills or invoices
- Set up and manage paper or electronic filing systems, recording information, updating paperwork or maintaining documents, such as attendance records, correspondence, or other material
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange repairs when equipment malfunctions
- Schedule and confirm appointments for clients, customers, or supervisors
- Managed and organized office supplies, ensuring efficient inventory levels and timely reordering
- Maintained electronic and physical filing systems to ensure easy retrieval of documents
- Handled incoming calls, took messages, and directed inquiries to appropriate staff members
- Performed general administrative tasks including photocopying, scanning documents, mailing letters/packages, etc
- Maintained confidentiality of sensitive information while handling employee records or company-related documents
- Created spreadsheets or databases to track various office metrics such as expenses or inventory levels for reporting purposes
- Prepared and edited documents to produce precise, accurate and professional communication.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Worked well in a team setting, providing support and guidance.
Education
No Degree - Hazmat
Maricopa Community Colleges, Paradise Valley Community College
Phoenix, AZ12-2020
No Degree - EMT
Paradise Community College
Phoenix, AZ06-2020
Skills
- Friendly, positive attitude
- Data management
- Teamwork and collaboration
- Self-Directed
- Word, Excel, outlook, Calender, Paychecks QuickBooks, Trex WinWrisk, Dipms, Polaris Software Proficiency
- Slack, Zoom, Google Suite
- Prioritization & Multitasking
- Confidentiality
- Legal compliance
- Legal documentation
- Deadline management
- Critical thinking
Timeline
Underwriting Case Specialist
PHI WEST
02.2022 - Current
Warehouse Associate
Amazon
06.2021 - Current
Payroll Customer Service Representative
EOS Solutions
01.2021 - Current
Teller
Wells Fargo
03.2019 - 12.2020
Office Assistant
Peoria Kia
04.2014 - 06.2015
No Degree - Hazmat
Maricopa Community Colleges, Paradise Valley Community College
No Degree - EMT
Paradise Community College
Accomplishments
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Achieved customer service satisfaction through effectively helping correct sensitive client information.
- Commended for business acumen and consistently upholding core values.
- Volunteered to assist during peak hours, recognized for accountability and agility.
- Acknowledged for thorough research skills and initiative in complex case handling.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- Phoenix Fire Dept. Crisis Response
- Phoenix Fire Dept. Lock Box Program
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementFlexible work hoursHealthcare benefits401k matchWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leaveStock Options / Equity / Profit Sharing4-day work weekCompany CultureWork-life balancePersonal development programsQuote
It is never too late to be what you might have been.
George Eliot
Software
Trex
Dipms
Outlook
Slack
Zoom
Word
Excel
QuickBooks
Google Suite
Languages
English
Native or Bilingual
Spanish
Native or Bilingual