Cornelia Martinez Email & Phone Number

Commercial Lines Account Manager/CTK North American – Anaheim, CA 2/2018-current • Independently manages accounts on a day-to-day basis which includes answering all questions, resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel • Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.• Cross selling products to potential customers• Managing established book of accounts• Negotiating renewals for existing customers• Obtaining information and documentation from new and existing clients• Resolving customer issues

• Supported the underwriter in managing and maintaining a $10 million book of business.• Rated new business and renewal accounts into rating systems, utilizing manuals, rating plans and additional information as necessary to enter the applicable coverage’s. • Reviewed policies and endorsements to ensure they reflect the terms and conditions agreed upon.• Processed policy changes, cancellations and reinstatements within assigned authority level.• Set up pre-renewal files by preparing solicitation notice to brokers.• Successfully acquired and maintained profitable business through customer service and rating and processing of underwriting files.

• Marketed renewal accounts with competitive insurance carriers.• Bind the insurance coverage on behalf of our independent insurance agents.• Followed up with the insurance carriers for renewal quotes and policies.• Communicated with our agents in regards to pricing to win the account.• Obtained renewal applications and loss runs for remarketing of risks.• Delivered great customer service to our agents by providing their quotes and policies in a timely manner.

•Approached potential clients by utilizing phone solicitation, attending and participating in conventions and trade shows.•Sold and bound policies off of outbound solicitations.•Obtained underwriting approval by completing application for coverage and negotiating with underwriters to find the best price for clients. •Gathering information from clients assessing their insurance needs and risk profile.•Building and maintaining ongoing relationship with clients.•Utilized the following rating systems to generate worker’s compensation quotes: Eaccess (Employers Insurance), Superior Access online rating, AmTrust online rating and Appulate (State Fund 1st).

•Played an instrumental role in implementing startup program with Hartford Insurance Company, establishing underwriting criteria and training staff on program and procedures.•Referred business beyond delegated authority to appropriate authority level with a complete analysis and recommendation for accepting or rejecting the risk.•Explained coverage’s, rules & guidelines and decisions to brokers and agents.•Reviewed daily correspondence, endorsements and loss control reports.•Delivered exceptional service to brokers, closely assessing needs to recommend appropriate products and services.•Effectively market new and renewal business to obtain lowest premium with optimal coverage.•Communicated with wholesale and retail brokers via telephone and email to gather relevant underwriting information in order to analyze client data to define exposure/experience of risk and established pricing with adherence to carrier guidelines.•Reviewed and evaluated existing accounts to track loss experience and take action on existing problem accounts.•Managed my desk to stay current and completed assigned work.•Coordinated with management the processing of non-renewal and conditional renewal notices within time frame as required of the Department of Insurance.•Trained brokers on products, services and underwriting requirements.•Collaborated with colleagues and management to discuss pricing and coverage’s.•Compiled and maintained policy documentation for Workers Compensation accounts.•Handled premium size ranging from $2,500 to $700,000 representing Praetorian, Delos, PMA Companies, The Hartford Insurance Company and Amtrust/Security National.

•Prescreened new business submissions for completeness and accuracy prior to underwriter review. •Underwrote and quoted small business accounts adhering to carrier guidelines.•Verified policy and policy change information and making corrections when necessary.•Processed account endorsements, declinations and reinstatements as needed by clients and producers.•Generated renewal quotes and renewal letters for upcoming renewal.•Delivered outstanding customer service by responding swiftly to customers’ inquiries and concerns.•Maintained a working knowledge of company rating systems, products and coverage’s.•Updated accounting system with payment received.•Communicated with customers answering a high volume of telephone calls.

•Utilized facts and information to analyze the risk and established pricing for new business applications.•Reviewed existing accounts to track loss history and either recommend renewal quote or non-renewal.•Processed endorsements and educated customers regarding insurance needs and provided estimates in order to increase or add coverage.•Researched and solved customer policy and billing inquiries and answered high volume of incoming telephone calls.•Communicated the declination decision in a quick and professional manner.

New York, Ny, Us

•Reviewed and assessed workers compensation new business submissions for accuracy, completeness and acceptability within underwriting guidelines.•Gathered and organized information and reports (loss runs, bureau reports and worksheets) that support underwriting decision.•Assistant to the Sr. Underwriter in workers compensation risk classification.•Successfully communicated verbally and in writing with internal employees and external customers.•Processed and explained declination letters to customers.•Researched and responded to inquiries from Workers Compensation Insurance Bureau.

Novato, Ca, Us

•Verified and reviewed new business homeowner, automobile, dwelling fire, earthquake and Inland marine applications for accuracy. •Processed new business and renewal quotes, endorsements, cancellations, reinstatements and non-renewals per Sr. Underwriter requests.•Requested reports, surveys and loss runs in a timely manner for underwriting review.•Communicated with agents to obtain data needed for policy issuance and/or policy modifications.•Exceeded service standards by taking the appropriate action to ensure timely processing of requests from agents and underwriters.•Researched and resolved agent’s inquiries and complaints.•Communicated with the accounting department for payment received and researched billing and accounting inquiries for agents.•Consistently and successfully answered high volume of incoming telephone calls from agents •Provided excellent customer service in a fast paced and structured environment.