Bianca Mendes Email & Phone Number

• Regarded as a Subject Matter Expert for the first task-based team migration, after demonstrating a wealth of Wholesale Casualty knowledge.• Cross trained varying departmental staff and leadership on Wholesale Casualty, Executive Risks, Technology, Cyber, and Media maintenance processes.• Serves as assistant supervisor and team lead for staff of 10, including providing guidance, solving escalated concerns, and advising on both individual and team performance.• Lead, execute, and evaluate the impact of up to 10 process improvement, error reduction, and reconciliations up to $1M projects.• Draft, edit, and finalize the streamlined processes across all products and amend the current Broker of Record Guidelines.• Meet and maintain service level agreement times by developing weekly schedules for others.• Led the change management process by performing User Acceptance Testing for new Professional Liability and Tech industry codes.• Contribute to the development, maintenance, and facilitation of a six-week virtual training of remote teammates. • Produce reports for leadership detailing monthly progress, changes, and service levels.

• Promoted to Senior Underwriting Assistant after demonstrating the ability to adapt in a fast-paced environment while gaining knowledge on different products and aspects of Underwriting.• Interviewed, trained, and provided professional development to 10 new team members.• Adhered to all service standards by completing transactional underwriting duties in a timely and accurate fashion.• Handled basic underwriting submission analysis for new and renewal business applications.• Routinely issued policies within 30 days of binding; issued policy endorsements and processed billing transactions.• Developed and maintained constructive and cooperative relationships with brokers and the assistants: coordinating work transactions by telephone, e-mail, and in person.• Responded promptly to all internal and external customer requests with accurate and detailed information.• Maintained up-to-date logs on all issued policies and upcoming renewal submissions using Microsoft Office Suite.• Monitored and catalogued all underwriting email correspondence and official policy documents into a final (virtual) policy of record using the Magic system software.

• Evaluated, collected missing data, and processed 25+ new business and renewal submissions error free and timely.• Drove compliance, efficiency of data, and stronger internal checks by collaborating with Underwriters and Brokers.• Cross functionally collaborated with internal departments and external partners to draft and implement Standard Operating Procedures aligned with best practices and regulatory compliance.• Streamlined document receipt and review processes by designing, implementing, and evaluating the impact of new system, also informing the Help Site.• Led the change management process by performing User Acceptance Testing for Magic Search Function.

Alpharetta, Georgia

• Conducted investigations on loss notices to collect and evaluate details of the reported loss, the applicable policy, determine liability, and damages.• Evaluated the details, cohesion, and probability of the loss as reported by varying parties and made a determination of further direction. • Drafted, edited, and finalized subrogation letters up to $15,000. • Drafted, edited, and finalized description of loss documents after interviewing both parties, witnesses, reviewing surveillance, and police reports.• Reduced claims and mitigated risks by alerting underwriting, marketing and/or risk management regarding questionable risks encountered to ensure that potential hazards are clearly documented.

Alpharetta, Georgia

• Accurately and efficiently processed the individual banking needs of up to 75 clients per day.• Built and nurtured relationships with clients, resulting in client retention, new accounts established, and new products easily sold.• Promoted self-service banking initiatives including ATMs and on-line / mobile banking to enhance client experience.• Balanced a variety of tasks that required prioritization including lobby management, customer service, deposits and withdrawals, payments and transfers, and cash handling.

• Developed effective action plans which helped develop cross-selling strategies, which in turn positively impacted client’s financial situations; promoted to Universal Branch Associate within six months for strategic innovativeness.• Built extensive customer relationships by providing excellent customer service.