Natalia Petrova
Manassas,VA
Summary
BUSINESS DEVELOPMENT | MARKETING MANAGEMENT | ACCOUNT MANAGEMENT
Solutions driven professional with a strong ability to identify opportunities and execute plans to support corporate growth objective initiatives across multi-faceted environments. Critical contributor to communication, regulatory compliance and administration. Visionary leadership and talent for evaluating organizational needs and identifying areas for improvement. Possesses strong quantitative problem-solving and prioritization skills. Fluent communicator, proficient at building productive relations with team members, clients, and management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Commercial Technical Assistant
Brown & Brown Insurance Agency Of Virginia
Manassas, VA
12.2021 - Current
- Collaboration with teammates, carriers, and clients
- Gather, organize and distribute commercial policies and documentations
- Assistance in proper processing of policies and policy changes/endorsements
- Perform wide-ranging administrative and service-related functions
- Remain solutions-oriented in face of complex problems to assist management and overall business direction
- Manage daily emails and task lists according to insurance operations procedures; such as policy checking, endorsement requests, issuing Certificates of Insurance, generating automobile identifications, and claims reporting
Employee Benefits Marketing Specialist
Brown & Brown Insurance Agency Of Virginia
Manassas, VA
01.2017 - 12.2021
- Developed and analyzed models to support employee benefit plan rollout.
- Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
- Checked employees' benefits enrollment for accuracy and data input.
- Resolved issues and inquiries from plan participants regarding health plans through telephone and email.
- Gathered clients' applications and submitted information to carriers.
- Created renewal proposals and marketing presentations and maintained client files as required
Case Manager
Oaktree Financial
Chantilly, VA
01.2015 - 01.2017
- Generated business applications for life insurance, resolved escalated cases and acted as liaison between life insurance agents and insurance carriers
- Established primary ownership of cases during underwriting process which required engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources
- Structured and prioritized workload to ensure that cases were processed, issued, and placed in a timely manner while maintaining frequent contact to effectively manage customer expectations
- Implemented new business applications and life insurance policies and retrieved payments for client policies
- Followed up with insurance agents on policy delivery requirements, including application changes, health statements, and insurance premium to ensure that policy is placed within specified timeframe
- Acquired and analyzed new insurance applications for missing information, i.e., forms, signatures, and policy criteria prior to submission to the insurance carrier
- Acted as conduit to provide coordination with all internal departments on all problems relevant to a case and maintained an internal processing log to record work activity and correspondence on all assigned cases.
Education
Psychology
Pedagogical University of Daugavpils
1998
Skills
- Leadership
- Conflict Resolution
- Strong use of Microsoft Excel to develop inventory and tracking spreadsheets
- Calculating Quotes
- Customer Experience
- Critical Thinking
- Carrier Relationships
- Administrative Support
Certification
- Virginia State License for Life, Health and Annuity
Additional Information
Brown & Brown Customer Service Award | 2018
Languages
Russian
Native or Bilingual
Spanish
Professional Working
Timeline
Commercial Technical Assistant
Brown & Brown Insurance Agency Of Virginia
12.2021 - Current
Employee Benefits Marketing Specialist
Brown & Brown Insurance Agency Of Virginia
01.2017 - 12.2021
Case Manager
Oaktree Financial
01.2015 - 01.2017
Psychology
Pedagogical University of Daugavpils
- Virginia State License for Life, Health and Annuity
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