Dynamic insurance professional with extensive experience at Team Focus Insurance Group, excelling in risk management and property underwriting. Proven track record in enhancing customer service and assisting in training of new hires. Strong analytical skills and self-motivated approach drive successful outcomes while fostering teamwork and effective communication. Committed to achieving excellence in all endeavors.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Commercial Underwriter II for California Fair Plan
Team Focus Insurance Group
Sunrise, FL
09.2020 - Current
Serving as one of the foundational team members for the launch of the initial collaboration with the California Fair Plan.
Processing quotes, endorsements and reviewing inspections.
Make sound decisions on a daily basis .
Use of math skills and analytical abilities.
Use of written communication in an effective manner.
Process detail-oriented items in a professional and timely fashion.
Self-motivated and hard working while achieving daily completion goals.
Use my years of Insurance experience to enhance my performance as an Underwriter.
Licensed Insurance Agent
State Farm Insurance Michael Bennardo Agency
Coral Springs, FL
01.2000 - 06.2020
Determined financial needs by assessing existing coverage and aligning new products and services with long term goals.
Developed leads,schedule appointments, identify customer needs and market appropriate products and services.
Participate as a field underwriter, evaluating risk eligibility..
Lead employee that trains , develops and motivates new insurance agents.
Manages the office bank deposits and reconciliation .
Provide Certificates of Insurance for Commerical accounts.
Promoted State Farm Insurance as a superior provider committed to customer needs and satisfaction.
Acted as a liaison between clients and claims office and maintained effective lines of communication.
Improved customer service by listening to customer feedback and prioritizing long-term goals.
Indirect Sales Manager
Bellsouth Mobility
Boca Raton, FL
06.1993 - 12.1999
Conducted staff training and taught staff members proper sales techniques.
Met with customers to address concerns and provide answers to inquiries.
Carefully analyzed data to determine the most effective sales strategies.
Introduced higher standards for customer service and increased efficiency by streamlining operations.
Boosted team profits with efficient time and resource management focused on meeting and exceeding sales targets.
Conducted orientation sessions and organized on-the-job training for new hires.
Directed field training to enhance participants' skills.
Education
Bachelor of Science - Marketing Management
Florida International University
Miami, FL
1987
Associate of Applied Science - Marketing
Broward College
Fort Lauderdale, FL
1985
Skills
Risk management
Property Insurance Underwriting
Strong analytical skills
Self-motivated
Team player
Multitasking abilities
Good telephone etiquette
Interpersonal Communication
Customer Service
Certification
Insurance license 220
Human Resource Management Certificate from Florida Atlantic University
Timeline
Commercial Underwriter II for California Fair Plan
Property Claims Examiner/ California FAIR Plan at Pilot Catastrophe ServicesProperty Claims Examiner/ California FAIR Plan at Pilot Catastrophe Services
<ul>
<li>Currently working with Himalaya Wellness Company as a commercial officer NMT.</li>
<li>Handling the order processing of modern trade, CNC business in South.</li>
<li>Coordinate with ASM, KAM, and ZLC for proper rate, GST, and scheme updating of material in the system, and update the new EAN/SKU in the buyer master.</li>
<li>Coordinating with buyers for various amendments in the PO through mail, portal, and telephone.</li>
<li>Maintaining and updating the various master files for smooth and error-free work.</li>
<li>Guide and train the subordinates for proper workflow.</li>
<li>Update various chain masters, and provide them to the customer for updates in their system to avoid mismatches in POs.</li>
<li>Coordinated with vendors to ensure timely delivery of products.</li>
<li>Supported sales teams with product information and training resources.</li>
<li>Coordinated activities across different departments to meet deadlines efficiently.</li>
<li>Generate and analyze reports as per the KAM's requirements.</li>
<li>Analyzing the Fill Report to minimize the mistakes and plan for the same.</li>
<li>Analyze the SRN report to understand issues, and take corrective actions to minimize the sales loss. Also, provide the remarks to senior management for further SRN approvals.</li>
<li>Coordinating with depots for physical stock status, smooth flow of order processing as per the dispatch schedules, and resolving the queries regarding the same.</li>
<li>Resolving the queries of the sales team related to the order processing.</li>
<li><br></li>
<li>Resolved any disputes between customers and suppliers in an efficient manner.</li>
<li>Analyzed data to identify areas where cost savings could be made within the supply chain process.</li>
<li>Maintained positive working relationship with fellow staff and management.</li>
<li>Identified needs of customers promptly and efficiently.</li>
</ul> at HIMALAYA WELLNESS COMPANY<ul>
<li>Currently working with Himalaya Wellness Company as a commercial officer NMT.</li>
<li>Handling the order processing of modern trade, CNC business in South.</li>
<li>Coordinate with ASM, KAM, and ZLC for proper rate, GST, and scheme updating of material in the system, and update the new EAN/SKU in the buyer master.</li>
<li>Coordinating with buyers for various amendments in the PO through mail, portal, and telephone.</li>
<li>Maintaining and updating the various master files for smooth and error-free work.</li>
<li>Guide and train the subordinates for proper workflow.</li>
<li>Update various chain masters, and provide them to the customer for updates in their system to avoid mismatches in POs.</li>
<li>Coordinated with vendors to ensure timely delivery of products.</li>
<li>Supported sales teams with product information and training resources.</li>
<li>Coordinated activities across different departments to meet deadlines efficiently.</li>
<li>Generate and analyze reports as per the KAM's requirements.</li>
<li>Analyzing the Fill Report to minimize the mistakes and plan for the same.</li>
<li>Analyze the SRN report to understand issues, and take corrective actions to minimize the sales loss. Also, provide the remarks to senior management for further SRN approvals.</li>
<li>Coordinating with depots for physical stock status, smooth flow of order processing as per the dispatch schedules, and resolving the queries regarding the same.</li>
<li>Resolving the queries of the sales team related to the order processing.</li>
<li><br></li>
<li>Resolved any disputes between customers and suppliers in an efficient manner.</li>
<li>Analyzed data to identify areas where cost savings could be made within the supply chain process.</li>
<li>Maintained positive working relationship with fellow staff and management.</li>
<li>Identified needs of customers promptly and efficiently.</li>
</ul> at HIMALAYA WELLNESS COMPANY