"Strive not to be a success, but rather to be of value. —Albert Einstein"
System CRM Familiarize/Knowledgeable:
??AMS360
?? APPLIED EPIC
?? NOWCERTS
??AGENCY MATRIX
??SALESFORCE, SELECTIVE, CAT, SUPERIOR
??Google sheets, Google docs, Excel, Powerpoint
????Emailing System: Microsoft Outlook, Microsoft Teams, Zoom, Meeting, -----------, Telegram
Experiences and Specialization :
??Making certificates, processing endorsements
??Commercial Vehicle Insurance Underwriter
?? Flood Insurance Processor
??Submitting Applications to different flood insurance sites (flood insurance using a CAT, SUPERIOR, SELECTIVE sites)
??Admin
??Home Inspection Admin
A. APPLICATIONS
??Filling out Application Forms
??Enter account details in our CRM (AMS, QUOMATION, FAST FIELD, CAT, SUPERIOR, SELECTIVE, SALESFORCE, or agency management systems)
B. BINDING
??Put together binding documents
??Bind checking
??Submit binds to agents
??Adding new business and doing invoices and certificates
C. POLICY ISSUANCE
??Send policy to insureds
??File policy info in our CRM and attach documents
D. SERVICING
??Endorsements, Cancellation, Reinstatements, Invoices, Payments, Certificates, Driver Changes, Renewals, Audit, Certificates, Submissions
Other Skills:
??Proficient in managing all aspects of Underwriting and Claims of various Insurance carriers and platforms.
??Onboarding and Renewals of Insurance Policies
??Analyzing Quotes & MVRs
My skills have been developed and shared with my clients with 100% satisfaction and beyond expectations. My core competency lies in client services and I was also exposed to different activities that will enhance client relationship management, operations, and training programs for quality assurance. If my skills are fit, don't hesitate to message me! I am always available.
