Carl B. Email & Phone Number

Auckland, New Zealand

• Ensuring compliance with legal and regulatory requirements, company policies and industry standards and that all required supporting documents, such as proof of identification, certificates, or endorsements, are properly completed, signed and attached to the policy file.• Collaborating with broker & underwriters to address any discrepancies, missing information or issues related to policy closing.• Finalizing insurance policies by reviewing and verifying documentation, ensuring compliance, and maintaining accuracy throughout the closing process.

Pasig, National Capital Region, Philippines

• Processing and sending of renewal review for both commercial and personal lines.• Providing comparative quotes to clients based on renewal terms and existing data.• Remarketing policies based on renewal terms of SVU, Sunrise and manual policies.• Processing endorsements based that alters the terms or scope of the original policy.• Processing cancellation of policies.• Preparing and issuing policy documents (PDS, wordings, COC etc.)• Ensuring accuracy of all transactions. Accurately process invoices onto the system within the set company procedures and guidelines.• Matching the schedules of Insurer and Insight Schedules to ensure correct information.• Sending of payment reminders to clients.• Saving and compiling invoices and documentation into Workdrive.• Emailing invoices with compliance documents to clients.• Creating new client accounts on CRM for new business.

Arizona, United States

• Handles endorsements/changes for coverages and discounts of Auto, Home, Umbrella, Watercraft & Motorcycles.• Verifies and encodes documents submitted by the Sales Agent.• Issues evidence of insurance and letter of experiences to clients.• Provides billing statements/monthly premium to clients.• Re-schedules tasks and doing follow ups for missing documents or approvals directly to clients via e-mail or texts.• Updates loss payee/ lease/ lienholders/mortgagee information and submitting the updated evidence of insurance to lienholder/mortgage company.• Handles cancellation of policies due to insured’s request, re-writing or having replacement coverage.• Provides changes/endorsement quotes to clients.

Pasig, National Capital Region, Philippines

• Collect appropriate and accurate information required to assess potential clients and decide on the acceptable risk for a policy.• Verifies documents submitted by the Sales Agent.• Reviews policy application based on the previous loss record, age, medical reports and driving records.• Checks applicable charges and discounts given to clients in compliance with the company’s existing rules and regulations.• Monitor’s missing document due for the policy.• Checks, verifies and execute insured’s request for their policy.• Evaluate policies with regards to the existing underwriting standard.