Jay Patel Email & Phone Number

Charlotte, Nc, Us

Iselin, New Jersey, United States

Charlotte, North Carolina, United States

*Analyze clients credit reports and financial statements to determine eligibility for bond lines, resulting in an average of $2MM in new contract and commercial surety gross premiums per month.*Responsible for quoting all renewal bonds each month and notifying surety carriers of bonds that have been canceled or released by the obligee.*Handling bonds that are issued on payment plans to ensure timely collection which includes notifying the client and obligee of cancellation if payment is not received.*Analyze claims data and current market trends based on various bond types to ensure proper underwriting guidelines are met and enhanced to minimize losses.*Provide underwriting service to customers and agents through various channels such as phone calls, chats, emails and walk-in appointments.

Charlotte, North Carolina, United States

*Assisted with processing surety bonds issued by customers and agents, ensuring accuracy and timely delivery.*Processed bonds by reviewing and checking for errors or misinformation, sealing and mailing bonds to the respective client, agent, or obligee.*Completed electronic filing of surety bonds through various platforms, maintaining compliance with regulatory requirements.*Led follow-up communication with clients and agents to ensure timely renewal of bonds.*Was responsible for making sure bonds that were required to be shipped via overnight to the client were sent out on time.

Charlotte, North Carolina, United States

*Conducted testing and calibration on gas meters, ensuring optimal performance and quality assurance.*Was responsible for programming encoder, receiver, transmitters (ERTs) for gas meters to facilitate billing processes.*Managed gas meter data and test records efficiently using Microsoft Access.*Was required to organize and pack all gas meters before being shipped to the utility company.