John Balidoy Email & Phone Number

Seattle, Washington, United States

Responsible for helping the Retention Team by re-shopping the renewing account with other carriers. From updating information and submitting the account to EZrater, finalizing the quote to the carrier, and sending quotes to the team lead are my tasks on a day-to-day basis.Responsible for completing the tasks sent by my team lead, such as Mortgagee change, sending policy notices to clients, requesting documents from clients, finalizing quotes at the carrier, and any other type of tasks related to a personal insurance policy.Responsible for helping agents with their New Business leads by creating new accounts in EZLynx, filling out account details then submitting them to EZrater, Finalizing the New business quotes at the carrier's website, and sending the quotes to agents within 24-48 hours turn around time.

The Woodlands, Texas, United States

Responsible for quoting and servicing, which includesEndorsement, cancellations, reinstatements, Policyissuance, filling up accord forms, issuing policies,sending certification requests, process renewal,Rewrite, and other tasks related to Home, Auto &Umbrella Personal Insurance policies.Manage agency email by responding to requests,inquiries, or questions regarding their insurance policiesin a timely manner.Manage inbound calls request, inquiries, and alsooutbound calls for following up with policyholders orcarrier underwriter.Responsible for sending invoice requests to be sent tothe insured. Also processing renewal payments to besubmitted to different carrier websites.Handle complaints, present appropriate solutions, andalternatives within a timely manner, and follow up toensure that the issue has been resolved.Responsible for managing agency managementsystems such as AMS360 and EZLynx to make sure allchanges are being notated and all information anddocuments are updated in every policyholder's account.Responsible for completing every task or project sentfrom the Agency Owner on day to day basis.

Manage Insurance agency tasks by responding toinquiries, and endorsement requests, such as mortgagechange, lienholder change, removal or adding drivers,and other requests related to their Home, Auto &Umbrella personal insurance policy.Communicate with policyholders regarding theirpayment renewal, and expiration/cancellation notice viaemail.Gathering info from the different Carriers and inputtingpolicy data to AMS which is EZLynx to make sure allinformation is up to date.Process ID cards, declaration pages, cancellations, andrenewal requests at different carrier websites and senddocuments to policyholders via email.Manage special projects given by the account managersuch as gathering renewal premium information fromthe carrier website and inputting data into aspreadsheet.

Philippines

Hybrid CSR/TSR and a Sales representative in a Telcocompany (AT&T)Assigned to billing department to help customer withthe billing questions, payment and other billing inquirysuch as requesting copy of invoice/bill.Answer around 50 inbound consumer calls during shift.Providing information on additional products or servicesand assisting customer regarding sales for Data plans,iPhones, and other gadgets.Assigned as a Technical Support and help customersissues regarding Technical or Service issue by providingfixing the error/bug and provide theinformation/resolution of what needs to be done.