Blue Moon Insurance Services, Inc., Insurance
Account Manager, (Virtual Assistant)
January 2024 – Up to now
Responsible for quoting and binding new business for
state of CA in Personal Lines and Commercial Lines direct carriers, sending
policy, binder and other request of insured, creating insureds information in AMS,
endorsement, ACORDS, certificates. Creating Invoice, monitoring Accounts
Receivable and Accounts Payables in AMS and generating reports from AMS. Enrolling, adding, terminating, removing employees and dependents on employee benefits like BSCA, Anthem BC, Kaiser, Guardian. Creating report for monthly commissions of client.
Advantage Insurance Solutions, Quote Specialist for Personal and Commercial
Lines, (Virtual Assistant)
October 2019-July 2023
Responsible for quoting new business for prospects and
renewals for existing insured in more than 30 carriers across US. Able to quote
Personal Lines and Commercial Lines.
Seven Seven Global Services, Policy Services Specialist Worker’s
Compensation (Fallslake Insurance, James River Insurance)
March 2017-June2019
Setting up Web Application and Application Setup to our
system. Responsible for printing and uploading pdf file of the contract,
cancellation, renewal, Monthly Self-Reported file, billing, loss run request,
experience modification report, withdrawal from pre-cancellation then email to
the agents.
24/7 a.i Fraud Analyst/Email Support
– US Retail Account (KOHL’S)
June 2016-January 2017
The Fraud Specialist will receive incoming emails and
correspond with current customers who may have fraudulent activity on their
account or activity. Research on accounts with disputes for it to be resolved.
Cognizant Technology Solutions, Inc., Senior Process Executive (ING FINANCIAL,
VOYA FINANCIAL)
March 2013-May 2015
Conduct classroom training whenever there is a new process
that needs to be implemented. Review carrier’s Customer Handling Rules to make
sure that the process is aligned to the company’s Policy and Procedures.
Responsible for processing insured with existing policy transferring to our
policy.
