Elisa Rodriguez-Levie Email & Phone Number

Jersey City, NJ

• As an Insurance Account Executive, I oversaw key aspects of insurance services for one of the top-10 retail commercial insurance agency nationwide. During this time, I’ve personally managed a $6 million book of.
• Directed all underwriting processes for 50% of book of business, interfacing with underwriters from AIG, Liberty Mutual, Hartford, Chubb and Wright Flood.
• Evaluated 120 applications annually for new accounts and renewals, representing companies with $150 million in global revenue, ensuring full compliance with underwriting guidelines.
• Developed business proposals for new and existing clients across service lines including commercial umbrella, foreign liability, auto, property and workers compensation plans, consistently maintaining 100% account.
• Worked with retail agents and markets to customize insurance programs, reporting to Executive Vice President.
• Managed certificates and requests from clients and retail brokers, processing endorsements and submitting claims regarding property and general liability.

New York, NY

• In my previous role as Financial Manager, I directed fiscal operations for an internal medicine practice generating over $3.5 million in annual revenue, providing state-of-the-art care to 7,500 patients each year. In.
• Managed all contracts with insurance companies and vendors, renegotiating terms which led to 20% cost reduction.
• Performed weekly revenue forecasting, reviewing financial data to ensure accuracy of insurance claims and payments.
• Processed bi-weekly payroll for team of 20 employees, maintaining full compliance with state and federal regulations.
• Trained and supervised all staff company-wide, promoting adherence to healthcare standards and fiscal reporting requirements while reporting to practice owners.

Santa Monica, CA

• While working as a Program Account Manager, I contributed to the integrity of operations for an industry leader in specialty insurance products, generating more than $25 million in yearly revenue. Additionally, I.
• Achieved $100,000 in cost savings, bringing tax filings, compliance management and workers compensation in-house.
• Successfully increased east coast territory by 25%, cultivating relationships with retail brokers, staff and clients.
• Oversaw policy issuance, renewals and endorsement requests, determining client insurability based on guidelines.
• Spearheaded development of new workflow system, obtaining 30% increase in broker administration efficiency while reporting to Vice President of Programs.
• Provided training and mentorship to employees, streamlining onboarding program which led to increased productivity.