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.• Calculate base rating and apply experience modifications as part of Underwriting package completed by Underwriting Support Unit for Underwriter review.• Responsible for reinsurance placement and provide assistance in putting the Underwriting Package together for the reinsurance provider.• Analyze informational reports as part of Underwriting process (e.g., summarize Loss Runs, Financials of proposed insured).• Key contributor of Cat modeling group, managing input requests from Underwriters.• Update electronic diary system to accurately reflect account status and notes to/from the Underwriters and Broker discussions.• Accountable for completeness of contents of Coding/Issuance package prior to handover to Processing Specialist for Coding/Issuance process.• Accurately compile supporting account detail in electronic format using Adobe Standard or other pdf conversion tool.• Generate Broker and Reinsurer correspondence in electronic format related to transaction processing and informational follow up requests.• Collaborate and correspond with Underwriting Support Unit team members and others in CPO Operational Support Units as needed to perform tasks.

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 Excel document in order to meet required upload specifications.• 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• Facilitated all new hire setups, partnering with Facilities and IT to ensure entry badges, computers and workstations were ready prior to arrival.• Responsible for maintaining existing vendor relationships in addition to establishing new vendor relationships• Responsible for ordering and maintaining appropriate levels of office supplies.

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.• Responsible for documenting sales and referrals and following up with merchants to ensure quality assurance and customer satisfaction.• Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes.• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.

Education record

Education record