Jose Armando Roman Email and Phone Number
-Built and manage a 1.8 million book of business in Insurance-Engage with vendors to solve complex issues regarding clients needs-16 + years of Health and Welfare Benefits experience including Retiree Coverage -7+ years of Property and Casualty Experience-7+ years of Commercial Insurance Experience-Real Estate Advisor 4+-Strong Analytical Skills-Passionate-Outstanding Team Member-Content Creator -Social Media Expert-Shopify Knowledge
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Property And CasualtyThe Modern Insurance Agency May 2015 - Present● Managed a $1.8M book of business and ensured the timely renewal and retention of insurance policies.● Analyzed client data to identify potential risks, trends, and opportunities for cross-selling additional coverage. ● Communicated with clients to set clear expectations for the insurance quoting process and resolve complex issues related to coverage. ● Applied strong data analysis skills to improve client retention strategies, resulting in improved client satisfaction and sustained revenue growth. ● Worked closely with underwriters to streamline the underwriting process, improving turnaround times and client experience.
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Senior Benefits ConsultantAon Sep 2012 - PresentLondon, Gb● Administered comprehensive health and welfare benefits programs for major employers including Verizon Communications , American Airlines , Tyson Foods , Autozone and others , with a focus on compliance and improving employee experience. ● Led open enrollment processes, Medicare and COBRA enrollments, ensuring timely and accurate processing. ● Provided consultative support to HR teams and employees, resolving complex benefits-related issues and advising on program options. ● Analyzed benefits data and trends to identify areas for program improvement, cost-saving opportunities, and increased employee engagement. ● Collaborated with cross-functional teams to implement new benefits programs, ensuring alignment with company policies and federal regulations. Maintained compliance with ERISA , HIPAA , and other federal regulations related to benefits administration. ● Processed thousands of benefits enrollments and changes, maintaining a high level of accuracy and confidentiality. -
Real Estate AdvisorReal Feb 2019 - Jun 2019New York, Ny, UsPrepared and reviewed real estate documents such as contracts and agreements.Successfully managed and closed 3 real estate transactions, demonstrating strong client relationship skills and transaction management.Guided clients through the buying/selling process, ensuring clarity and satisfaction from initial consultation to closing.Organized Open House to gain exposure to the market.
Jose Armando Roman Education Details
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Inter American University Of Puerto RicoGeneral
Frequently Asked Questions about Jose Armando Roman
What company does Jose Armando Roman work for?
Jose Armando Roman works for Aon
What is Jose Armando Roman's role at the current company?
Jose Armando Roman's current role is Insurance Expert | Real Estate Advisor | Crypto Enthusiast.
What schools did Jose Armando Roman attend?
Jose Armando Roman attended Inter American University Of Puerto Rico.
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