Ruby Pabalate Email & Phone Number

San Francisco, California

San Francisco Bay Area

Support Brokers with all job functions . Develop, maintain and excellent carrier and agent relationships. Enter all new business submission into the operating system for clearance. Verification of licensing and compliance requirements for accounts. Prepare specifications of coverage and pricing for an account to be marketed to a carrier. Responsible for marketing to designated markets . Communications with customers primarily confined to account request, declinations and/or quote. Process and review accuracy of endorsements and audits. Responsible for the handling of binders and the account invoicing. Responsible on conducting quality control review on policies , endorsements and audits.

San Francisco

Support underwriters to assist in the underwriting process on both new and renewal business . Responsible for Commercial Lines rating, quoting and issuing policies. Prepares renewal risk analysis worksheets. IRPM and Schedule. Prepares quote proposals, execute pricing strategy on behalf of and in conjunction with the underwriter. Review policies for compliance, risk control recommendation, supplemental application and loss analysis. Manages account documentation and ensures file completeness and quality. Process endorsements and analyzed accounting for billing questions. Communicate with external producers and or customers . responds and resolves issues in a timely manner).

San Francisco Bay Area

Review and prepare new business submission for eligibility for the underwriters. Evaluate and classify new business applications for rating. Prepares quote letter, missing information and declination to agents. Pre-screen renewals , send out non renewal notices and conditional letters. Order and evaluate MVRs. Identify critical risk control, D&B and loss ratio, MVRs and discuss with the underwriter. Calculate ITV and CAT for underwriters. Pricing renewal accounts within authority for Property, Gl , Auto, Crime, Inland Marine, Workers Comp and Umbrella. Processed and analyzed endorsements , audit and accounting for billing questions. Assists underwriters by regularly communicating with agents by phone calls or emails. Complete and Update Sales Force. Prepares and organize reports to/from Salesforce for underwriters agency visits and also monitoring their pipelines. Trained new personnel on rating and underwriting systems. Participated in creating the CNA Branch rules and guideline. Participated in building and testing the new rating and underwriting system, CNA central .

San Francisco Bay Area

Set up new business and assigned to underwriters. Rate, quote and issue new business. Prepared new business quote and missing information to agent. Order reports, ITV , OFAC, Mvrs and D&B.