Anna Rocha Email & Phone Number

Houston, Texas, United States

Placement Specialist

Houston, Texas Area

Houston, Texas

- Evaluates new and renewal policies and endorsement against prescribed criteria to determine if risk qualifies for acceptance; verifies and rates new business; investigates inconsistencies related to risk acceptance; and reviews situations not covered by covered by criteria and develops information for underwriter to isolate problems.- Issues policies, endorsements, and cancellation; prepares policy writing instruction and premium billing; and processes individual policy filings.-… Show more - Evaluates new and renewal policies and endorsement against prescribed criteria to determine if risk qualifies for acceptance; verifies and rates new business; investigates inconsistencies related to risk acceptance; and reviews situations not covered by covered by criteria and develops information for underwriter to isolate problems.- Issues policies, endorsements, and cancellation; prepares policy writing instruction and premium billing; and processes individual policy filings.- Communication with producers, insured, bureaus to ensure common understanding, rating, and issuing policies, endorsement and quotation; and resolves procedural and computational problem of involved, length, multi-location or difficult risk.- Assists the underwriter in the preparation of business, line reports and agency analysis; assist in the review of procedures to resolve issues.- Participates in research projects involving identification and classification data important to the profit center. - Created a multi-user relational database in Access for policy tracking and specialized reports. - Responsible for audit control on accounts.- Responsible of learning and training on all new systems and software department wide.-Experience in Upstream Energy. Show less

Houston, Texas

- Analyze new business submissions, including verifying eligibility, assigning classifications, rating, pricing, lost history analysis as well as proposal preparation and provided detail policy issue and instructions to underwriting assistants.- Prepared insurance documents including policy documentation, certificates and invoices.- Cultivate relationships with company client through frequent meetings and discussions.

Houston, Texas

-Provide excellent customer service by answering all incoming calls from Valic Financial Advisors, clients, and corporate personnel-Assist clients and Valic Financial Advisors with account balances, transfer of value, allocations changes, and personal data changes.-Responsible for accurately and quickly entering account changes, sending request to other departments and documenting the nature of the call and any follow up actions that may need to be taken.

Houston, Texas Area

-Manage day-to-day operations of insurance agency-Prepare reports for management-Maintain records and files for all clients-Assist clients with filing claims to insure maximum payout for the client.-Assist agents on quoting and preparing insurance polices for clients-Provide great customer service by answering all incoming calls for agents, clients, and corporate personnel.

Manage day-to-day operations of insurance agencyPrepare reports for managementMaintain records and files for all clientsAssist clients with filing claims to insure maximum payout for the client.Assist agents on quoting and preparing insurance polices for clientsProvide great customer service by answering all incoming calls for agents, clients, and corporate personnel

Answered a multi-line telephone system-Created and maintained filing system-Assisted with typing and other clerical duties-Provided great customer service to clients by phone or by walk-in

-Manage day-to-day operations of insurance agency-Prepare reports for management-Maintain records and files for all clients-Assist clients with filing claims to insure maximum payout for the client.-Assist agents on quoting and preparing insurance polices for clients-Provide great customer service by answering all incoming calls for agents, clients, and corporate personnel

Bachelor Of Business Administration (Bba), Insurance & Risk Management, 3.5

Activities and Societies: Gamma Iota Sigma - President of Beta Kappa Chapter The program prepares IRM majors and minors for insurance.

Associate Of Arts (A.A.), Computer Science - Oracle Database Administration

Software: MS Office Suite, Windows 95/XP Knowledge of Adobe Photoshop CS5, Unix Operating Systems-using LINUX, Oracle SQL, C++, Java.