Mildred A. Rojas
New York,NY
Summary
Strategic Insurance Professional with meticulous eye for detail and proven history of processing high-volume transactions with accuracy. Qualified to maintain secured and updated records of commerical insurance accounts. Energetic and ambitious professional with exceptional communication and client service skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Broker Assistant
CRC Insurance Services
New York, NY
03.2021 - Current
- Ample knowledge on commercial property insurance products including flood, equipment breakdown, terrorism/t3, inland marine, multi-peril property, and builder's risk
- Directly supported the VP of our division in facilitating the overview of a book of business that included municipalities, tribes, school districts, contractors and real estate properties
- Adept with working on multi-layer policies with pure premiums that gross over $1M
- Composed spreadsheets in Microsoft Excel for record-keeping and reporting
- Serviced existing portfolios, assisting agents with coverage questions and accurately processing policy endorsements, cancellations, binders, quotes and renewals
Associate Underwriter
Morstan General Agency
New York, NY
07.2019 - 03.2021
- Ensure that policy transactions are issued, and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines
- Such transactions may be quotes, new business, inspections/ recommendations, endorsements, cancellations or renewals
- Developed a strong understanding of the underwriting processes in conjunction with underwriting managers and senior technical staff
- Performed much of the underwriting process such as rating, preparing quotes for underwriter approval and screening renewal applications
- Bound risks, posted invoices, and processed technical data into many different company systems
- Experienced dealing with multiple carriers including CNA, Guard, Travelers, Amtrust, Chubb, USLI, wholesale accounts and others
Commercial Account Executive
A. Logan Insurance
New York, NY
12.2016 - 07.2019
- Manage a $5M pure premium book of business that Includes contractors & real estate
- Quote new business on direct markets and market existing accounts for renewal
- Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request
- Maintain client files on agency management system and perform all key servicing aspects of account, to include processing renewals, endorsements, certificates, cancellations and audits
- Handle first party claims and agency billing of policies
- Knowledge of insurance markets, rating procedures, coverages, and industry operations to effectively manage, maintain, and service assigned client and prospect
- Ability to manage middle market sized accounts
Education
Regents High School Diploma -
John V. Lindsay Wildcat Academy Charter School
06.2013
Some College (No Degree) - Finance
Baruch College
Skills
- MS Office (Word, Excel, PP) and Adobe Proficient
- Knowledge of Applied Systems TAM, Epic,PIPS, AIM and Imageright insurance programs
- Strong Interpersonal and Leadership Skills
- Fluent In English And Spanish
Certification
- NY Property & Casualty License
Timeline
Broker Assistant
CRC Insurance Services
03.2021 - Current
Associate Underwriter
Morstan General Agency
07.2019 - 03.2021
Commercial Account Executive
A. Logan Insurance
12.2016 - 07.2019
Regents High School Diploma -
John V. Lindsay Wildcat Academy Charter School
Some College (No Degree) - Finance
Baruch College
- NY Property & Casualty License
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