Roxanne Lopez Email & Phone Number

Phoenix, Arizona, United States

Phoenix, Arizona, United States

In my current role as Senior Loss Prevention Coordinator, I: • Manage, direct, and supervise Loss Prevention programs, processes, and workflow to guarantee seamless enrollments, consultations, reporting, production goals, turnaround time, and system workflows.• Ensure accuracy as SAP super user for the accounting system by reviewing all incoming invoices for the Loss Prevention programs. Process about 60 monthly invoices with multiple vendors to match invoice and contracted dollar… Show more In my current role as Senior Loss Prevention Coordinator, I: • Manage, direct, and supervise Loss Prevention programs, processes, and workflow to guarantee seamless enrollments, consultations, reporting, production goals, turnaround time, and system workflows.• Ensure accuracy as SAP super user for the accounting system by reviewing all incoming invoices for the Loss Prevention programs. Process about 60 monthly invoices with multiple vendors to match invoice and contracted dollar amounts.• Serve as the Loss Prevention background check program Director; monitor background check requests to ensure all submissions comply with the program guidelines.• Process about 100 background checks per quarter for high-net-worth clients and fully comprehend the legal rights under the Fair Credit Reporting Act.• Function as a point of contact for all system-related matters for the Loss Prevention department and fix any system problems and make them more efficient.• Aid in vetting new vendors with Dunn & Bradstreet by serving as the project manager representative for the Loss Prevention department.• Provide support and assistance on new department projects to increase efficiency, productivity, and communication with our clients and brokers.• Support all five Loss Prevention directors in all their needs, including communication with brokers and clients, managing all program inboxes, processes, and all their reporting needs.• Contribute to the Water Security Solutions program and process an average of about 400 certifications for device installations annually. Discuss with underwriting on credits and claims to policies.• Manage the Agent Alert Dashboard for catastrophic events for all partnered brokers.• Assist during large claim events such as hurricanes, wildfires, and earthquakes; triage vital inquiries from agents and clients during emergency events, including the Loss Prevention Wildfire Protection Unit and Hurricane Protection Outreach programs. Show less

Schaumburg, Il

In my previous role as Senior Risk Management Coordinator/Dispatch Supervisor, I: • Facilitated about 100 inspections monthly; performed as the initial contact for the RMS team, Underwriting, Agents/Brokers, Client Services, and Claims Department on inquiries regarding pre-inspections, re-inspections, completed inspections, and inspections status.• Functioned as the initial point of contact for all systems-related issues, including troubleshooting, opening help desk tickets… Show more In my previous role as Senior Risk Management Coordinator/Dispatch Supervisor, I: • Facilitated about 100 inspections monthly; performed as the initial contact for the RMS team, Underwriting, Agents/Brokers, Client Services, and Claims Department on inquiries regarding pre-inspections, re-inspections, completed inspections, and inspections status.• Functioned as the initial point of contact for all systems-related issues, including troubleshooting, opening help desk tickets, gathering information, and escalation to IT as needed.• Met all department objectives by supervising staff, organizing, and monitoring work processes. Managed and oversaw the process of inspection request distribution to ensure timeliness goals were met.• Managed staffing activities by recruiting, training employees, and developing personal growth opportunities. Supervised five dispatch coordinators, evaluated performance, and conducted annual reviews.• Effectively carried out monthly dispatch audits, reviews, and spot checks to ensure compliance with national goals and metrics were being met. Show less

Schaumburg, Il

In my previous role as Underwriter Technician, I: • Underwrote renewals for a large book of $20 million in annual premiums, primarily for the state of Florida; applied company builders’ risk and catastrophic strategies to all policies.• Provided background and developed recommendations for action, reviewed renewal accounts with the underwriter, and prepared and facilitated the renewal of VIP accounts/facultative reinsurance.• Evaluated processes for inspections; conducted… Show more In my previous role as Underwriter Technician, I: • Underwrote renewals for a large book of $20 million in annual premiums, primarily for the state of Florida; applied company builders’ risk and catastrophic strategies to all policies.• Provided background and developed recommendations for action, reviewed renewal accounts with the underwriter, and prepared and facilitated the renewal of VIP accounts/facultative reinsurance.• Evaluated processes for inspections; conducted reviews of home inspections against existing policy rating, reviewed caliber of home and replacement cost, and requested endorsement changes.• Determined specific accounts and/or policies needed for underwriter review and provided background and other information for action if the property did not meet insurance guidelines.• Ordered MVRs, CLUE, ISO, and other insurance reports to assess identified risks.• Increased policy retention by reviewing current rates and providing competitive quotes.• Facilitated renewal process: reviewed specific policies which referred for an underwriting reason, reviewed large claims, coverage, and ratings on all procedures for each account. Show less

Schaumburg, Illinois

In my previous role as Client Care Representative, I: • Established a reputation with Florida partner brokers to ensure they continued to seek Private Client Groups as their main source of insurance business.• Serviced over 100 VIP and Platinum accounts for specific Florida territories (endorsements and or issuance of new lines). Aided in retaining by providing world-class client service.• Liaised with brokers in different departments in the office and traveled quarterly for… Show more In my previous role as Client Care Representative, I: • Established a reputation with Florida partner brokers to ensure they continued to seek Private Client Groups as their main source of insurance business.• Serviced over 100 VIP and Platinum accounts for specific Florida territories (endorsements and or issuance of new lines). Aided in retaining by providing world-class client service.• Liaised with brokers in different departments in the office and traveled quarterly for broker visits in assigned territory.• Singlehandedly provided and maintained exclusive service for 54 Insurance agencies on any outstanding issues and transactions. Show less

Rosemont, Il

In my previous role as Marketing Coordinator, I:• Worked with business unit leader, account executives, and account managers in obtaining information to market either new business or renewal cases. Produced accurate spreadsheets and continually communicated with carriers on health insurance quotes. Managed small to large groups with general market from the 2 – 100 life groups. • Heavy client support with satisfaction and submission on their health insurance claims. • Created… Show more In my previous role as Marketing Coordinator, I:• Worked with business unit leader, account executives, and account managers in obtaining information to market either new business or renewal cases. Produced accurate spreadsheets and continually communicated with carriers on health insurance quotes. Managed small to large groups with general market from the 2 – 100 life groups. • Heavy client support with satisfaction and submission on their health insurance claims. • Created promotional marketing for all company documents relating to company spreadsheets, proposals, brochures, faxes, mailer postcards, and PowerPoint presentations. Show less

Business

Construction

Completed 45 hour certification course of computer based learning program pertaining to design, architecture, and construction.

Real Estate

Completed 45 hour certification