Rebecca Novelli
West Norriton,PA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Innovative and forward-thinking worker with creative problem solving and efficient streamlining skills.
Overview
6
6
years of professional experience
Work History
Associate Account Manager
USI MidAtlantic
12.2005 - 12.2006
- Assisted in the production of new and the retention of renewing commercial lines accounts and met agency goals
- Duties included timely review of renewals, policies, endorsements, policy change requests, loss summaries, and audits
- Developed effective working relationships with account specific underwriters.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Anticipated clients' needs by staying in touch on regular basis.
Underwriter Assistant
Crum&Forster
05.2005 - 11.2005
- Provide accurate and timely rating transactions, policy issuance done both manually and system generated
- Identified rating discrepancies and resolved related issues
- Processed policies based on Underwriter bypass criteria utilizing all information and resources available or by research
- Assisted Underwriters in obtaining and reviewing underwriting information including loss summaries, MVR’s, and loss control reports
- Prepared and delivered proposals to selected customers within assigned authority
- Gathered and reviewed all necessary information to determine the degree of risk involved and proper premium.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Casualty Broker Assistant
Risk Placement Services
07.2004 - 11.2005
- Responsible for servicing existing accounts and assisted with marketing of new accounts by reviewing insurance applications to evaluate and accept or reject the applications
- Corresponded and maintained positive relationships with markets and producers regarding new and renewal submissions for placement of insurance coverage
- Submitted required underwriting data to markets, assisted with negotiation of terms and conditions for specific accounts, and communicated regularly with producers on issues, questions, and concerns
- Bound coverage with underwriters/markets at the direction of the production source
- Reviewed binders, policies, and endorsements for accuracy.
- Supported brokers in closing deals, ensuring all necessary paperwork was completed accurately and timely.
Assistant Underwriter
United States Liability Insurance
01.2001 - 01.2004
- Responsible for large premium accounts, processed endorsements, cancellations, reinstatements, used AMS rating system for new business submissions, classification codes, rated individual and groups within delegated underwriting authority
- Responsible for renewal business including audits, inspections, and use of current ISO forms
- Assigned and maintained a customer base of two large premium contractor accounts in New York.
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Promoted to Assistant Underwriter
Education
No Degree - Business Administration
Montgomery County Community College
Blue Bell, PASkills
- Data-driven decision-making
- Brand Awareness
- Business growth and retention
- Performance Tracking
- Teamwork and Collaboration
- Customer Service
- Goal-Oriented
- Customer Satisfaction
- Documentation And Reporting
- Client Relationship Building
- Customer Needs Assessment
Timeline
Associate Account Manager
USI MidAtlantic
12.2005 - 12.2006
Underwriter Assistant
Crum&Forster
05.2005 - 11.2005
Casualty Broker Assistant
Risk Placement Services
07.2004 - 11.2005
Assistant Underwriter
United States Liability Insurance
01.2001 - 01.2004
No Degree - Business Administration
Montgomery County Community College
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