Roemel Phillips

• Assists with basic clerical functions, which includes inputting system updates as required.
• Retrieved imaged documents, coordinates generation, and mailing of written correspondence.
• Prepared policy reviews prior to renewal.
• Monitored notation diary system daily and processed reports.
• Performed limited review of appraisals, underwriting reports, claims, specified endorsements, renewals, and quotes to identify missing information, according to established underwriting criteria.
• Documents information using online systems as required.
• Contacts Agents for missing or incomplete information on applications, renewals, questionnaires, and endorsement requests, under guidance of Middle Market underwriters.

• Responsible for working with the unit underwriters and underwriting assistants to bind, book and issue policies.
• Assisted in general administration and processing functions to ensure efficient workflow with

the Underwriting and Underwriting Assistants.

• Maintain broker relationships by processing endorsements and by inputting policy and underwriting data into the appropriate systems.
• Handled special projects.
• Verified data integrity and accuracy.
• Supported reviewed, acceptance or denial of new or renewal business after careful consideration of all information.
• Completed daily logs for management review

• Responded to customer requests via telephone ,email and by effectively answering questions and inquiries.
• Served as technical and procedural resource to assist in resolution of policy/policyholder requests by partnering with underwriters to service Agency and Agency Leadership concerns regarding commercial auto policies via various communication media, including chat and inbound telephone calls in busy call center environment. Managed over 50 telephone calls per day.
• Responded to customer requests via telephone, email and effectively answered both questions and inquiries.
• Verified data integrity and accuracy.
• Types and/or processes variety of reports, endorsements, filings, form letters, and cancellation letters enters miscellaneous system transactions as directed.
• Review and process applications and/or policy changes according to established guidelines.
• Ability to handle multiple computer applications in a fast-paced collaborative team environment with clear and professional communication through remarkable customer service.

• · Processed and reviewed applications using appropriate criteria and policies.
• · Interviewed and investigated applicants and recipients to determine eligibility for use of social programs, along with the Medicare Saving Program, Low Income Subsidy-Extra Help and Community Link Programs.
• Attended all meetings for professional development and updates on process and procedures.
• Organized and maintained records on each client by updating information as needed and maintaining compliance with HIPAA.

·Developed and maintained the ability to problem solve and to perform duties in an independent manner while exercising good judgment.

· Submitted requests to the proper department to prevent re-occurring issues and recommend improvements in the process and procedures.

• Listened to customers in actively to assess issues and provide accurate information.