Marc Cruz, Api Email & Phone Number

• Review requests from underwriting and other sources, related to the filing of rules, rates, and forms, including ISO and Department of Insurance bulletins; verify that company forms and manuals comply with state.
• make filings to DOI for new and revised products including forms, rules, and rates to ensure our compliance with state regulation
• prepare notification and updates of filing status to other departments and areas
• respond to other departments questions and concerns involving new or revised state legislation or filing changes
• mentor and advise underwriting staff and others on coverage forms and state statutes
• develop and maintain relationships with the state departments of insurancereview publications (hardcopy and electronic or web-postings) for assigned states, determine need for company action and gain approval from.

West Chester, OH

Balance and count $90,000 to $105,000 end of day sales for events held at Paul Brown StadiumOrganize $2,600 to make accurate change for assigned vendorsArrange and allocate money in bags assigned for the corresponding concession stands Verify the amount counted by vendors is accurate

Leadership & Interpersonal Skills Approved high value homes of up to $1 million on risks that met company guidelines Presented “Why Sell Safeco” meetings for agents to gain knowledge of Safeco Auto products and advantages Established and developed strong business partnerships with assigned independent agents Interacted with existing and new assigned.

Underwrite personal lines accounts to accept, reject, or modify the risks per company underwriting guidelines to ensure rate adequacy and acceptability; Analyze credit, loss history, and home inspection reports to minimize losses and write profitable business; Review home appraisals to ensure the property is well maintained and insured to value; Strong.

Answered inbound customer calls offering solutions to agent questions and taking the opportunity to educate agents on products and services;Made several out bound calls to agents to obtain necessary information to complete a transactions;Provided timely and professional customer service to agents to facilitate the processing of business;Ensured that policy.

Answered several inbound calls from clients in a professional manner and directed to the appropriate legal assistant or attorney;Worked independently while researching case law and drafted legal summaries and presented findings to paralegals and attorneys;Filed time sensitive legal documents in Probate Court, Juvenile Court, and Hamilton County Auditor.

Api, Associate In Personal Insurance

Bachelor Of Arts, Paralegal Studies

Mba