Roslyn Lucas

• Provided a high level of assistance to help with review, classification, coding, and rating of applications.
• Responded to customer requests via telephone and email and effectively answered questions and inquiries.
• Copied, logged, and scanned supporting documentation and placed all information in client files.
• Verified data integrity and accuracy. Proficient with MS Office Suite
• Excel, exceptional telephone demeanor.

Assistant Three Account Executive who services over 750 Sub- Responsible for reviewing new business submissions within 24-48 hours.

• Works with the assigned team to include the Underwriter and CSR
• Review the completed rated submission before sending it over to the Underwriter.
• Assist Underwriters with special projects, assist the Insured with underwriting questions regarding Policy & Quote Invoice payment.

process filing & Invoice non-admitted policy with the NY State Elany automation system

• Supported senior executives in daily administrative tasks and project management.
• Assist in preparing quotes and proposals for insurance. Request any missing information needed from the broker. Coverage.
• Communicate with clients and agents to gather necessary information.

• Accurately entered and processed insurance claims into internal systems, ensuring compliance with company guidelines.
• Schedule an inspection follow-up with the broker once the inspection survey and photo document have been completed.
• Scanned documents and saved them in the database to keep records of essential organizational information.
• Assisted with administrative tasks, including filing, running MVRS, Credit checks, and updating databases.
• Organized, sorted, and checked input data against original documents.