Patrick Obrien Email & Phone Number

Simsbury, Ct, Us

Simsbury, Connecticut

Issuance of Casualty policiesProcessing of Policy Changes/Endorsement requestsCase ManagementEffectively train others on the policies and proceduresClear new submissions; create initial electronic file; generate submission acknowledgementsResearch data and obtain any missing data needed for file completionCreate and maintain underwriting files consistent with the line of business standardsEntering additional data into the policy administration system, including status changes, data updates, etc.Provide other technical and administrative support within the underwriting group

Built relationships to enable the sale of products, services and solutions by getting to know customers and helping to solve their unique end to end needsAsked lifestyle questions to thoroughly understand customer needs, offering relevant services, solutions and accessories so that customers could make informed decisions to complete purchasesLeveraged all relevant sales tools to drive profitable growthUtilized on-line resources, tools, and peer knowledge to self train

Windsor, Ct

Metrics reporting, ad hoc reporting and analysisCoordinated automation of the daily inventory reporting, reducing time from a 5 hour, daily, manual process into a 1 minute, daily processCoordinated the automation of the Formal and Informal Report as it was manually completed once a week and took nearly 7 hours was automated to approximately 1 minute run timeCreated a tracking and reporting system to filter customer e-mail requests, allowing staff to efficiently identify and prioritize customer requests and respond accordinglyUpdated tables in database ensuring accuracy and integrity via MS AccessLiaison between the IT Department and the Underwriting Department (serving approximately 30 individuals) to ensure a successful conversion to Microsoft XP as well as Outlook 2003

Windsor, Ct

Case management, customer service, data entry, ordering labs and motor vehicle reports; following-up with reinsurers and agents; distribution/re-assignment of casesInitiated and was instrumental in the setup of a shared group e-mail account for the Underwriting Department in order to have all requests for quotes be completed in a timely mannerCreated an in-depth spreadsheet to determine the metrics of the workflow distribution within the department

Avon, Ct

Recognized consistently for exceptional customer serviceData entry of insurance applications ensuring completeness and compliance for long term care insuranceIssued policies for underwritten and guarantee issue applications using both the system and manually calculating by means of actuarial memos to ensure proper ratings/billingsInstrumental in the training of new Underwriting AssistantsDemonstrated system capabilities and processes to new and existing clientsAssisted in the design and testing of software for the Underwriting/New Business Departments.Kept agent tables up to date in MS Access Authored an in-depth, web-based user manual for the departmentTested accuracy and integrity of the conversion of a Windows 95 operating system to a Windows 2000 operating systemReceived Green Belt training and was involved with Six Sigma Black Belt projects gathering data in an effort to streamline processesManaged the inventory and disbursement of files to the companies that purchased the business

East Hartford, Ct

Education record

Education record