Denise Halaszynski Email & Phone Number

United States

Charlotte Area, North Carolina

• Proficient in Small and Middle Market Accounts, expertise in managing Homeowners Association and Condominium Association accounts.
• Provides technical support to Sales Executive by analyzing clients needs, coverage forms and quotations.
• Assists clients in making appropriate coverage changes; informs and educates clients about coverage's exclusions, exposures and audits while documenting the electronic filing system accordingly.
• Completes and submits applications to eligible and appropriate carriers while also preparing summaries of insurance, schedules and Proposals.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions while maintaining a strong professional relationship with Clients, Carriers and Co-workers.

Charlotte Area, North Carolina

• Responsible for Middle Markets Commercial Property and Casualty Line rating, quoting, binding and reviewing endorsement requests for processing.
• Reviews applications to evaluate, classify and assign the appropriate rate needed for Insurance.
• Handles any and all correspondence, records and reporting for processing.
• Prepares requisitions for credit reports, MVR’s, Dun & Bradstreet reports and Loss Runs in order to compile and summarize pertinent information for underwriting worksheets.
• Accompanies Underwriter to meetings with the Producers.
• Applies considerable independent judgment to complete complex and specialized assignments adhering to policies and procedures.

Charlotte, North Carolina Area

• Quotes and issues renewal policies on Property and Casualty Lines of Business for Commercial Small Markets to bring in premium dollars into the organization through accurate coding, rating and competitive pricing.
• Computes premiums on quotes, issuances, renewals, audits, endorsements and cancellations.
• Processes policy changes according to UA authority and/or underwriting instructions while achieving and maintaining time service standards.
• Shares or conveys the most complex information via telephone, e-mail, fax, or in person to underwriters and agents while maintaining a professional demeanor in all situations.
• Demonstrates expert knowledge of department policies and procedures and utilizes broad understanding of the business and organization. Complies with company and regulatory guidelines.

Charlotte, North Carolina Area

• Delivered superior service to underwriting partners by achieving and maintaining time service standards and supporting the Region’s growth, profit and retention goals.
• Reviewed, evaluated and categorized incoming documents by verifying information for accuracy and appropriateness.
• Entered and retrieved information of varying complexity using appropriate computer system applications to update records, process insurance applications and obtain information for others.
• Responded effectively to internal and external requests for information and competently prepares documents, policy information and files for additional handling by other associates or for distributing to outside.
• Demonstrated open and positive behavior in support of operations’ goals of improved workflow processes and efficiencies.
• Provided informal guidance to co-workers and back-up support in the absence of others.