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 business consisting of nearly 50 commercial suppliers, distributors and manufacturers. Key Highlights:• 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 retention. • 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.• Examined documents to determine degree of risk, verifying financial statements and property assessments.

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 this capacity, I achieved more than $350,000 in yearly cost savings and increased reporting accuracy, establishing relationships with external vendors to execute 70% of technical lab procedures.Key Highlights:• 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 managed a $10 million book of businesses across personal and commercial lines of insurance, personally reviewing over 50% of submissions to our online platform fielding up to 500 requests each day.Key Highlights:• 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.