Perla Delgado
River Grove,IL
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I work diligently, interact, collaborate and collectively work well with others; I enjoy being part of a successful team, I love to excel and contribute to a rewarding and gratifying position and organization.
Overview
26
26
years of professional experience
Work History
Office Coordinator
RG Transportation & Pallet Services Inc
08.2021 - Current
- Analyzed and reported on employee turnover rates to assess reasons and make recommendations for improvement.
- Updated employee information in Human Resources Information System (HRIS) database, maintained data accuracy and updated with system changes.
- Supported coordination of benefits, open enrollment activities and process.
- Processed invoices for payment and followed up for payment to be remitted, also maintained office supplies.
- Maintained daily and weekly accountability for the company's gas transactions and billing on Excel through BP Solutions.
- Created and maintained a maintenance log for the company's fleet/units in Excel in regards to repairs, costs and maintenance.
- Answered and made calls for the company in regard to benefits, coordination of deliveries and claims.
- Interacted with company drivers and customers by phone, email, or in-person to provide information.
- Generated company quotes on Word to potential customers for delivery order requests.
P&C Policy Issuer
Avalon Risk Management
05.2021 - 08.2021
- Issue insurance policies in accordance with Underwriting and agents'/broker requests
- Ensure proper coverage forms, premium and policy details are specified
- Enter policy information into company issuance system in accordance with established quality and time service metrics
- Adhere and follow all specific issuance guidelines
- Review applicable paperwork for any changes and/or additional coverages in the initial binder
- Review quotes in different lines, Workers' Comp, Auto, General Liability, Umbrella to ensure all key information matches
- Interacted with and resolved issuance questions with the Underwriting personnel
- Maintain log of policies issued and not issued for tracking purposes and accountability
Underwriting Operations Associate
Atlas Financial Holdings Inc.
07.2017 - 11.2020
- Review policy coverages, review policy change requests and endorse commercial policies, commit changes and complete requests assigned accordingly
- Communicate and interact via phone and email with producers to obtain information needed to complete transactions
- Processed state and federal filings in respective systems
- Communicate and interact with department personnel to provide status updates on filings and adhere to deadlines
- Prepare and provide pro-rated quote requests for agents
- Assist agents with company online features and tools
- Process state and federal electronic filings for new business, cancellations, reinstatements, expiration and renewals
- Order and review MVRs (motor vehicle record) to determine driver eligibility with company guidelines
- Trained new hires to prepare them to perform daily Underwriting operation tasks and duties
- Provide excellent customer service to both agents and insureds alike
- Reply to assigned emails from agents in a timely and informative manner
- Take on new projects accordingly as assigned
Billing and Customer Service Representative
Atlas Financial Holdings Inc.
04.2013 - 07.2017
- Provide primary customer support to incoming and outgoing calls in a fast-paced environment
- Answer high volume of calls in both English and Spanish, incoming and outgoing billing calls, while adhering to company department metric goals; handled average of 60 calls daily
- Review billing on commercial line policies and take payments accordingly
- Prepare billing breakdowns for commercial line policies on Excel and provide to agents and insureds
- Process manual adjustments on policies and corrections on accounts; submit and open IT tickets for corrections and enhancements
- Review policy invoices and correct accordingly and send out; resolve billing issues at hand when needed
- Create and form strategies focused on addressing the best customer experience to resolve concerns
- Train new hires to target, analyze and correct billing issues, acquire problem solving skills and gain expertise in conducing calls
- Complete projects and assigned duties alike
Underwriting and Customer Service Representative
American Service/Kingsway America/KAI
01.1997 - 04.2013
- Answered a high volume of calls in both English and Spanish from the customer service call center in a timely, informative and professional manner
- Provided great customer service to agents and insureds while meeting daily and weekly department goals
- Review policy coverages, loss ratio, process endorsements, renewal quotes, renewals, reinstatements and cancels on personal line auto policies
- Review billing, take payments over the phone and post payments to policies
- Respond to inquiries regarding service, products and company information
- Problem solving, process adjustments and tackle new issues in a fast paced environment
Education
Bachelor of Science - Business Administration And Management
Elmhurst University
Elmhurst, IL05.2024
High School Diploma -
Charles P. Steinmetz
Chicago, IL06.1992
Skills
- Client Relationship Management
- Problem solving analytical skills
- Bilingual
- Excellent customer service
- Excellent Time Management
- Proficient in Excel
- Microsoft Office Tools
- PowerPoint Presentations
Languages
Spanish
Native or Bilingual
Timeline
Office Coordinator
RG Transportation & Pallet Services Inc
08.2021 - Current
P&C Policy Issuer
Avalon Risk Management
05.2021 - 08.2021
Underwriting Operations Associate
Atlas Financial Holdings Inc.
07.2017 - 11.2020
Billing and Customer Service Representative
Atlas Financial Holdings Inc.
04.2013 - 07.2017
Underwriting and Customer Service Representative
American Service/Kingsway America/KAI
01.1997 - 04.2013
Bachelor of Science - Business Administration And Management
Elmhurst University
High School Diploma -
Charles P. Steinmetz
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