Steven Correa

Managed a commercial book of business, overseeing policy renewals and endorsements.
Reviewed commercial insurance policies to analyze coverage and ensure appropriate solutions.
Coordinated new and renewal business marketing by preparing proposals andworking with multiple carrier partners.
Built and maintained strong client relationships through responsive communication and exceptional service.
Collaborated with underwriters and internal teams to resolve complex policy issues.
Utilized Applied Epic and carrier platforms to manage accounts, document activities, and maintain accurate records.
Analyzed account activity to identify trends and support client retention.
Managed commercial book of approximately 700 accounts, primarily small to middle market, handling policy servicing, renewals.

Maintained up-to-date knowledge of commercial lines products, carrier guidelines,
and industry regulations to provide accurate policy recommendations.
Prepared proposals for new and renewal business, including endorsements and
coverage modifications.
Resolved billing discrepancies promptly to ensure accurate accounts.
Marketed new and renewal business through carrier platforms to secure coverage
solutions.
Cultivated strong client relationships to enhance satisfaction and retention.
Ensured documentation accuracy, including applications and invoices.
Participated in sales presentations to prospects and existing clients.
Increased product knowledge and understanding of industry best practices
through completion of continuous education

• Researched and resolved complex account discrepancies promptly.
• Ensured accuracy of invoices prior to customer payment processing.
• Created monthly reports detailing activity related to accounts receivable and payable status.
• Collaborated with sales team members to ensure that all customer requirements were met.
• Ensured compliance with applicable laws, regulations, policies, and procedures.
• Updated databases with new and modified customer data via Applied Epic.
• Work closely with multiple banks to assist with premium financing
• Resolved account issues with strengths in research, problem-solving and solution development.
• Issued certificates of insurance as needed
• Provided excellent service and attention to customers when face-to-face or through phone conversations.

• (ACG) is second largest AAA club in North America
• ACG provides membership
• Insurance, financial services, and travel offerings to 9.9 million customers
• Provide sales and service to clients via phone and email with Personal Lines products such as Auto,Home
• Motorcycle, PUP, Membership,Travel, Life insurance options offered by AAA
• Key Accomplishments:
• Maintain a set sales goal while cross selling multiple product add ons offered by AAA
• Successfully navigate between multiple departments on a daily basis to assist service and sales units
• Manage and pre-qualify new business files to determine acceptability of risks while working collaboratively with our internal Underwriting department
• Analyze renewal premiums, billing, endorsements, discounts and rating items with customers to maximize savings across all lines of business
• Maintain a 99.8% accuracy on all new business applications written across all lines of coverage
• Navigate work from home operations during Covid-19 pandemic while maintaining high standards and time management.

• Fortune 500 company and the largest property and casualty insurance provider in the U.S
• Assisted clients both in person and by phone by explaining and selling a vast array of insurance products offered by the company
• Process client payments, policy changes and provide quotes in a timely and effective manner
• Key Accomplishments:
• Assumed the responsibilities of acting office Manager as of August 2016, which includes managing, scheduling and coordinating office book of over 3000 households with a total of 4800 policies with the oversight of two em- ployees
• Developed marketing strategies to source and increase the amount of new clients for the agency while creating solid follow-ups to retain the company’s current book of business to increase revenues
• Monitored and maintained company compliance with multiple state insurance requirements, regulation, and laws
• Ensured smooth and seamless claims processes for clients by liaising with body shops, claim agents, claimants’ insurance companies, and rental car companies
• Office Administration and Train- ing Advanced Customer Service
• Skills Relationship Management Strategic Business Development Insurance Laws and Regulations Underwriting and Auditing Product and Services Marketing Line Agent/Brokers License (CA) Excellent Communication Skills
• Steven Correa Page Two of Two
• Analyzed client-based policy information to determine what households would benefit from multi-line discounts and contacted those clients which resulted in 75% success rate of those clients increasing their options
• Oversaw the procurement of office supplies and implemented a paper saving program which resulted in an an- nual cost savings of 30%.