Fatima Rodriguez Email and Phone Number

• Plan and prioritize work activities to achieve desired results within necessary time frames.• Develop strong customer service skills, ensuring consistency, quick response, and comprehensive knowledge of products.• Observe and work with Underwriters and Underwriting Leaders to become familiar with the functions of the position.• Assist in reviewing applications for completeness, requesting appropriate underwriting requirements, and documenting pertinent details.• Develop proficiencies in internal systems and processes supporting underwriting tasks.• Successfully complete training programs, demonstrating the ability to make independent and sound underwriting decisions.• Develop and maintain positive and productive relationships with Underwriting Management, Underwriters, Underwriting Assistants, and Strategic Operations.• Participate in projects as assigned.

• Serviced incoming calls and emails in accordance with company policies and procedures. • Customized insurance plans and policies to fit client needs. • Sold insurance plans and policies including property and casualty products, renters, and identity protection to new and existing customers.• Called and followed up with internet leads to inquire about the needs of potential clients.• Maintained constant and effective communication with clients and members of the sales team.

• Built and maintained relationships with organizations and local businesses.• Called potential clients about insurance needs and answered questions about policies. • Contacted clients regarding current policies to review coverage and cross sell to increase retention. • Explained the differences in plans and coverages available to clients.• Assisted customers in processing policy changes.• Ensured all compliance documents and criteria were met and maintained to process insurance coverages.