, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Enthusiastic, eager to contribute to team success through hard work, attention to detail and good organizational skills. Motivated to learn, grow and excel in the insurance industry.
Skills
Input information in an accurate and timely manner
Meeting daily TAT
Meeting VHP% that are set each quarter
Ask questions when needed for new process for entering work
Mentoring
Work History
07/2015 to CurrentSales Ops Senior Rep Intake & SupportFlightsafety International Inc. | , ,
Work for VO National Team receiving emails from multiple markets that are requesting 1-50, 51-100 or Key Account quotes. Enter either quote request in the VOR system and assign to either SORQ, SOS or Key Accounts. Also using the Solaris tool to look up brokers and agencies to assign the correct AE to each request. Also assign or forward emails for sold quotes, AOR's, status checks and additional information
Completed SORQ cross training to be able to help quoting when there is overflow of 1-50 quote requests. Used UeS and All Savers quoting tool to generate quotes and forward them to broker and AE's
SCI Project (Single Contract Issuance System) helped to move documents from their old tool to their new one. It's an internal tool for Key Accounts to deliver SPD's. Worked from a daily spreadsheet using SCI Opt Draft Tracker to add plans to that system
Assisted with contractors audits, training and mentoring
Helped create P&P's for the SORI job. Was a training and Development tester to help improve contractors training
Helped create Intake log that was used to log and track 1-50 quote requests, KA, status checks and additional information emails
Entered 51-100 request into WITT
Provided feedback on P&P's for the SORQ team to help improve their quoting
Solaris cleanup project, helped to catch duplicate brokers that were entered and spelling errors
03/2009 to 07/2015SORILogrhythm | , ,
Work on the VO National team receiving emails from multiple markets that are requesting 1-50, 51-100 or Key Account quotes
Enter each quote request in the VOR system and assign to either SORQ, SOS or Key Accounts teams
Also using Solaris, a tool to look up brokers and agencies to assign correct AE to each request
Also assign or forward emails for sold quotes, AOR's, status checks and additional information
Completed SORQ cross training so I could help with 1-50 quoting when they have overflow
Used UeS and All Savers quoting tools to generate quotes and then forwarded them to brokers or AE
SCI Project (Single Contract Issuance System) helped to move documents from their old tool to a new one
It's an internal tool for Key Accounts to deliver SPD's to Key Accounts
Worked from daily spread sheets using this SCI Opt Draft Tracker to add plans to their system
Assisted with contractors audits, training and mentoring
Helped create P&P's for the SORI job
And was a Training and Development tester to help improve contractor training so it would go smoothly
Helped create Intake log that was used to log and track 1-50 quote requests, KA, status checks and additional information emails
The 51-100 requests were logged in WITT
Provided feedback on P&P's for SORQ team to help improve their quoting
Solaris cleanup project, helped to catch duplicate brokers or spelling errors., Received emails to generate 1-50 quotes for various markets such as: CA, WA, OR, NV, AZ, TX, CO & MidSouth
Trained new quotes during high volume periods
Trained on RVERE, HealthConnect and UeS systems for quoting
Maintained and updated Quote Source Guide., Received emails for new business quotes from the following markets: CA, WA, OR, NV, AZ, TX & CO
For 1-50 size groups, generated quotes using EServices quoting tool
Would also run multisite quotes as needed
Received calls from brokers and AEs for follow-up or questions regarding quotes that they received
Also ran some renewal quotes for 1-50 size groups., Did underwriting for small business groups
Underwrote individual policies
Worked on small business renewals
07/2008 to 03/2009Subject Matter ExpertD.R. Horton, Inc. | , ,
Received emails for new business quotes from these markets: CA, WA, OR, NV, AZ, TX & CO. For 1-50 size groups, generated quotes using EServices quoting tool
Would also run multi site quotes as needed
Received calls from brokers and AEs for follow-up or questions regarding quotes that were received
Also ran some renewal quotes for groups that are 1-50 in size
10/2006 to 07/2007SMERicoh Americas Corporation | , ,
Helped with agent contracting forms to make sure all forms were filled out and sent back in
Then forwarded them to the AOR department for them to work
Received emails or faxes for new business quotes from California for 1-50 size groups
Would complete these quotes in EServices quote tool
04/2005 to 10/2006UnderwriterBest Buy | , ,
Underwrote for for small business groups
Did underwriting for individual policies
Worked on small business renewals
03/1999 to 04/2005Team AssistantCarroll Enterprises, Inc. | Worcester, MA,
Received files with small group or individual quote requests
Wrote up all medical information for an Underwriter to review
Ordered medical or clinic records for Underwriter as needed
Entered groups into the system once they were approved for coverage
Sent out acceptance and decline letters to groups or individuals
Created files for each group or individual policy for them to then be manually filed for record keeping
Pulled old files as needed for Underwriters to review for renewals
Helped to prepare renewals to be mailed out
09/1998 to 03/1999Clerical Support AssociateChickasaw Nation Industries | , ,
Assembled insurance certificates and mailed them out to the groups or brokers
Pulled files for the Team Assistants or Underwriter
Created files from the completed groups to be sent to the file room
Made copies of the applications and attached them to each individual insurance certificate when they were sent out., Created layout artwork for award recognition plaques
Photographed the artwork and developed the film
Did touch up work on the negatives if needed
Took the negatives and then had the image developed onto metal plates
And then processed the plates to then be attached to the wood plaques
Did assemble work for the plaques, from attaching the metal plates to package them for shipment
Help with the screen printing that was done on some of the plates
Worked with the wood laser machine, to laser images onto different types and sizes of wood
Assisted in making of the wood plaques from cutting the beveled edges, sanding and applying the varnish finish
08/1996 to 09/1998Kids ConnectionSales | , ,
Called various child care providers in the LaCrosse area to collect food or arts and craft orders
Put together art and craft packets for delivery
Pulled orders for food, arts and crafts to have them put together for delivery
Owner decided to retire so that is why this position was so short
06/1996 to 08/1996Customer ServiceUS Cellular | , ,
Received called from US Cellular agents to activate new cellular phone for the cellular services
Did phone activation for individual and multiple groups
05/1990 to 06/1996Graphic ArtistPhotoArt Techniques | , ,
Created layout artwork for award recognition plaques
Photographed the artwork and developed the film
Took the negatives and then had the image developed onto metal plates. Then processed the plates to be attached to wood plaques
Did assemble work for the plaques, from attaching the plates to packaging them for shipment
Helped with the screen printing that was done on some of the plates or plaques
Worked with the wood laser machine, to lase images onto different types and sizes of wood
Assisted in making of the wood plaques from cutting the beveled edges, sanding and applying the varnish finish
Education
Expected in 05/1990Associate of Arts | Graphic ArtsWestern Wisconsin Technical College, LaCrosse, WI, GPA:
Work History
07/2015 to CurrentSales Ops Senior Rep Intake & Support | ,
03/2009 to 07/2015UnitedHealthcareSORI | ,
Work on the VO National team receiving emails from multiple markets that are requesting 1-50, 51-100 or Key Account quotes.
Enter each quote request in the VOR system and assign to either the SORQ, SOS or Key Accounts.
Also using the Solaris tool to look up brokers and agencies to assign the correct AE to each request.
Also assign or forward emails for sold quotes, AOR's, status checks and additional information.
Completed SORQ cross training so I could help with the quoting team with any work overflow for the 1-50.
Used the UeS and All Savers quoting tools to generate the quotes and then forwarded them to the brokers or AE.
SCI Project (Single Contract Issuance System) helped to move documents from their old tool to the new one.
It's an internal tool for Key Accounts to deliver SPD's to Key Accounts.
I worked from a daily spread sheet using the SCI Opt Draft Tracker to add the plans to the system.
Assisted with the contractors audits, training and mentoring.
Helped create the P&P's for the SORI job.
And was a Training and Development tester to help improve the contractor training so it would go smoothly.
Helped create the Intake log that was used to log and track 1-50 quote requests, KA, status checks and additional information emails.
The 51-100 requests were logged in WITT.
Provided feedback on P&P's for the SORQ team to help improve their quoting.
Solaris cleanup project, helped to catch duplicate brokers or spelling errors., Received emails to generate 1-50 quotes for various markets such as: CA, WA, OR, NV, AZ, TX, CO & the MidSouth.
Trained new quotes during high volume periods.
Trained on RVERE, HealthConnect and UeS systems for quoting.
Maintained and updated the Quote Source Guide., Received emails for new business quotes from the following markets: CA, WA, OR, NV, AZ, TX & CO.
For 1-50 size groups, generated quotes using the EServices quoting tool.
Would also run multisite quotes as needed.
Received calls from brokers and AEs for follow-up or questions regarding the quotes that they received.
Also ran some renewal quotes for the 1-50 size groups., Did underwriting for small business groups.
Underwrote individual policies.
Worked on small business renewals.
07/2008 to 03/2009Subject Matter ExpertSME | ,
10/2006 to 07/2007UnitedHealthcare - CA | ,
Helped with the agent contracting forms to make sure they were filled out and sent back in.
Then forwarded them to the AOR department for them to work.
Received emails or faxes for new business quotes from California for 1-50 size groups.
Would complete these quotes in the EServices quote tool.
04/2005 to 10/2006Underwriter | ,
03/1999 to 04/2005Team AssistantMidwest Security Insurance Co | ,
Received files with small group or individual quote requests.
Wrote up all of the medical information for the UW to review.
Ordered medical or clinic records for the UW as needed.
Entered groups into the systems once they were approved for coverage.
Sent out acceptance and decline letters to groups or individuals.
Created files for each group or individual policy for them to then be manually filed for record keeping.
Pulled old files as needed for the UW to review for renewals.
Helped to prepare the renewals to be mailed out.
09/1998 to 03/1999Photo Art TechniquesMidwest Security Insurance Co | ,
Assembled insurance certificates and mailed them out to the groups or brokers.
Pulled files for the Team Assistants or UW.
Created files from the completed groups to be sent to the file room.
Made copies of the applications and attached them to each individual insurance certificate when they were sent out., Created layout artwork for award recognition plaques.
Photographed the artwork and developed the film.
Did touch up work on the negatives if needed.
Took the negatives and then had the image developed onto metal plates.
And then processed the plates to then be attached to the wood plaques.
Did assemble work for the plaques, from attaching the metal plates to package them for shipment.
Help with the screen printing that was done on some of the plates.
Worked with the wood laser machine, to laser images onto different types and sizes of wood.
Assisted in making of the wood plaques from cutting the beveled edges, sanding and applying the varnish finish.
08/1996 to 09/1998Kids ConnectionActivation Specialists | ,
Called various child care providers in the LaCrosse area to collect food or arts and craft orders.
Put together the arts and crafts packets for delivery.
Pulled the orders for the food, arts and craft to have them put together for delivery.
Owner decided to retire so that is why this position was so short.
06/1996 to 08/1996Customer Service / SalesUS Cellular | ,
Received called from US Cellular agents to activate new cellular phone for the cellular services.
Did phone activation for individual and multiple groups.
05/1990 to 06/1996Graphic Artist | ,
Skills
Arts, Ask, child care, CA, delivery, faxes, film, forms, image, insurance, laser, layout, letters, mentoring, policies, receiving, record keeping, Solaris, spread sheet, phone, underwriting
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