Daniel Constantine Email & Phone Number

San Francisco, California

San Francisco Bay Area

San Francisco Bay Area

• Perform pre-analysis support for submissions, endorsements, other incoming documents based upon predefined underwriting rules and/or guidelines.
• Liaise with Underwriters, Brokers and Reinsurers on behalf of the Underwriting Support Unit as needed to communicate account status and complete outstanding subjectivities.
• Liaise with Underwriters to confirm policy issuance instructions for policies, endorsements, forms, notices, certificates, etc. and effectively complete coding/issuance.
• Create cancellations and reinstatements according to state rules and regulations.
• Order and review of experience reports, loss control reports, financial reports, loss runs, etc.
• Collect account and insured information for risk analysis by communicating directly with Brokers on behalf of the Underwriters.

San Francisco Bay Area

• Underwriting Assistant 4/05-8/06
• Processed insurance submissions on a daily basis, ensuring that the potential business client meets company standards. by creating Excel template, ensuring efficient upload and processing time. revamping submitted.
• Created Excel template to line up with pricing model, increasing efficiency when uploading daily insurance submissions.
• Prepared quotes and/or binders on a daily basis.
• Processed insurance policies, endorsements and conducted Image Right file maintenance.Office Services Assistant 3/04-4/05
• Key contributor to opening the San Francisco office

San Francisco Bay Area

• Analyze merchant processing scenarios to create customer comparisons and set discount and fee pricing to offer competitive rates and services to clients while maintaining bank profitability and service levels.
• Responsible for completing applications, obtaining appropriate signatures, gathering required underwriting support, and researching supporting documentation on merchant applicants.
• Responsible for submitting applications to appropriate approval authorities and making recommendations regarding the underwriting decisions. Inform merchant of results, including approvals and declines.
• Responsible for providing advanced problem resolution for support reps or other bankcard staff.
• Responsible for serving as the primary contact for internal and external customers and as a resource for product and technical information, pricing, and the bank's acceptance policy.
• Maintain sufficient bank product knowledge to recognize cross-sell opportunities and refer these to the appropriate bank area.

Education record

Education record