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Title Asst. Account Exec, Csr, Admin Assistant
Target Location US-NY-Lindenhurst
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
LINDENHURST NY EMAIL AVAILABLE PHONE NUMBER AVAILABLESummary:Loyal professional with a strong background in quality assurance, customer service, and office management within the insurance and appraisal industry. With expertise in conducting thorough quality assurance reviews, ensuring compliance, accuracy, and credibility, I have honed my attention to detail. With a track record of building relationships and managing workflows, I bring a meticulous approach, excellent communication skills, and proficiency in multitaskingExperienceLauritano Appraisal Services  Remote February 2012-December 2022Quality Assurance ProfessionalTen years of experience as a Quality Assurance professional in the home appraisal industry.Conducted comprehensive reviews of home appraisal reports for compliance, accuracy, and credibility.Implemented and enforced specific client guidelines and industry standards to ensure high-quality appraisal reports.Maintained a meticulous approach, reviewing reports for consistency, narrative clarity, logical reasoning, and adherence to guidelines.Scrutinized appraisals for grammatical and spelling errors, ensuring flawless documentation.Collaborated closely with appraisers to address any discrepancies or issues identified during the quality assurance process.Developed and implemented standardized quality assurance procedures and workflows to streamline appraisal review processes.Played a key role in maintaining a high level of customer satisfaction by delivering accurate and credible appraisal reports to clients and partners.Conducted regular training sessions for appraisers on quality standards and best practices.Stayed up to date with industry regulations and changes, adapting quality assurance processes accordingly.Contributed to process improvement initiatives, enhancing overall efficiency and effectiveness of the quality assurance department.Robert Fede Insurance  Huntington, New York January 2006-February 2012Office Manager/Lead Account ExecutiveQuoted and bound new and renewal personal lines policies, including homeowners, dwelling fire, vacant dwelling, renters, personal auto, and umbrella coverage.Provided comprehensive customer service support, addressing inquiries, resolving issues, and ensuring client satisfaction.Processed endorsements, handling changes and additions to policies throughout their terms.Managed billing activities, including invoicing, payment processing, and resolving any billing discrepancies.Offered company recommendations based on clients' insurance needs and coverage requirements.Prepared and maintained policy binders, certificates, ID cards, and other necessary documentation.Obtained and reviewed motor vehicle reports for accurate underwriting and pricing.Assisted clients with claims processes, guiding them through filing procedures and ensuring timely resolution.Handled finance agreements, mortgage changes, and facilitated paid receipts for policyholders.Managed agency bill outs and prepared necessary affidavits and total cost forms.Handled cancellations and non-renewals, ensuring compliance with relevant regulations, and providing required notifications.Utilized cost estimators to provide accurate insurance quotes and policy information.Conducted appraisals to assess property value and determine appropriate coverage.Worked closely with major insurance carriers, including Adirondack, GMAC, Travelers, Hartford, Progressive, Farmers, Foremost, Zurich, Interboro, Mercury, Merchants, and Allegany.Performed office manager responsibilities, overseeing daily operations, coordinating administrative tasks, and managing office supplies and resources.Lancer Insurance  Long Beach, New York January 1999  January 2006Customer Service SupervisorOversaw customer service operations, handling policy input for all lines of business.Managed the processing of endorsements throughout the policy term and followed up on all submissions.Built relationships with brokers, producers, and underwriting staff to ensure smooth collaboration and effective communication.Kept an eye on production and workflow, finding ways to improve efficiency.Conducted annual reviews for team members, providing feedback on performance.Tracked attendance and handled various office management tasks.Worked with cross-functional teams to support company-wide initiatives and maintain a positive work environment.Made improvements to customer service processes and used best practices to enhance customer satisfaction.Used problem-solving skills to address customer inquiries and resolve issues.Ensured compliance with regulations and company policies.Stayed updated on industry trends and developments through professional development opportunities.EducationNassau Community College (associate degree) - Uniondale, NY,Fred Pryor Business Seminars - Melville, NYNassau Medical/Dental Assisting Program Graduate - Hempstead, NYHofstra University - Intro. to Property & Casualty Insurance - Hempstead, NY

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