Operations Analyst Resume
Irving, TX
SUMMARY Extensive experience as an underwriting assistant in the insurance industry with proven ability in multi-line/state rating, coding, data entry, various clerical functions, and customer service. Strong organizational, planning and detail-oriented with excellent analytical and problem solving skills. Self-motivated team player with ability to work independently and multitask with excellent communication skills.
PROFESSIONAL EXPERIENCE
Confidential. - Irving, TX 2009 - 2010 Business Process Outsourcing - Property and Casualty Operations Analyst - Premium Coding and Reinsurance
- Managed daily excel based transmittal log for the tracking of work request assignments received in various e-mailboxes for specific clients.
- Monitored daily and sent follow-ups to all appropriate parties and determined escalation of issues as necessary.
- Ensured assignments for data entry to the applicable team and/or performed the function for Operations involving applicable software on the PC and/or Mainframe (Corporate Record and/or Universal Reinsurance System). Monitored daily and maintained error accuracy at 100%.
- Performed the review of data quality as directed by Premium Coding and Reinsurance Manuals for specific clients.
- Performed data review, reconciliation, and analysis of accuracy and reasonably of data for premium coding and reinsurance entry.
- Performed data manipulation functions involving sorting, summarizing, calculating, and reporting of specific client's requests into specific formats. (Completed Fac reports, Over the limit Fac reports, premium coding End of Day reports, premium coding Outstanding Pipeline reports, and sent twice a day Transmittal Log to be reviewed and set-up data queries at EOD)
- Maintained files, manuals, and documentation for Operations related tasks in paper and/or electronic form. (fac certificates, booking request forms, fac detail layoff sheets, binders, multiple premium coding and reinsurance data queries and other premium coding and reinsurance source documents)
- Profiled daily and analyzed in the Universal Reinsurance System (URS) and performed a full reconciliation related to the Ceded Premium on the Facultative Certificates which averaged 2 to 5 million dollars a month. Quarterly profiled Assumed premium.
- Created excel workbooks for each individual Facultative Certificates profiled in URS for quality control and external audit requirements.
- Updated daily excel based log for tracking Treaty contracts and saved onto a directory for month end profiling into the URS.
- Monitored daily and maintained an outstanding list of Facultative Certificates to be profiled and analyzed in the URS during month end processing. (internal findings due to quality control and/or corrections, amendments, and adding on new reinsurers requested by the client)
- Completed Special Projects upon request by managers, in a timely manner. (researched and updated Published Fac, Unattached Fac and/or Historical Fac data reports profiled in URS)
- Trained other co-workers on Premium coding and Reinsurance work flow and mainframe/PC processing.
- Recognized system issues and communicated with the system technicians.
- Daily verbal and written communication with client, company staff external and internal through phone, emails, mail, scanning and faxes, in a timely manner.
Confidential. - Dallas, TX 2005 - 2007 Contract assignment: The Republic Group - Personal Lines Underwriting Agency Support Representative - Agency Service Center/Book Roll Unit
- Processed daily high volume agency quotes and application uploading from Republink, in a timely manner. (company's internet - Homeowners, Fire Dwelling and Auto )
- Processed daily high volume agency transactions: endorsements, cancellations, reinstatements, and mortgagee changes from Image Right Agency Automation System (company's automation policy file bank system/paperless company) and into the Mainframe.
- Ordered daily high volume Loss Control Reports and MVRs (credit reports, property and auto clues, and additional drivers through Choicepoint and Reliable Reports)
- Monitored daily and imported agency emails from "Brfixit" outlook inbox into Image Right to process agency transactions and "StarAgent" outlook inbox to the underwriting staff.
- Completed Special Projects upon request by managers, in a timely manner. (retrieved data to be applied on a spreadsheet for claims to service policyholders affected by hurricane Katrina and Rita. Cancelled and Rewrote policies that were set up under Texas Select.)
- Monitored daily and maintained the "weekly file search" error list. (renewal changes to be processed 45 days prior to renewal: mature credits, applying coverage forms, and updated new information to the insured's policy, etc.)
- Monitored daily and maintained error accuracy at 100%.
- Trained other co-workers and assisted agents within the "Book Roll Unit" upon request by managers.
- Recognized system issues and communicated with the system technicians.
- Daily verbal and written communication with agents, insured's, and company staff through phone, emails, faxes, and Image Right System, in a timely manner.
Confidential- Irving, TX 1996 - 2003 Commercial Property and Casualty - Primary and Excess Multi-State/Line Policy Premium/Program Processing Support Specialist
- Processed daily high volume policy and reinsurance transactions, in a timely manner for a major commercial specialty program into "Falcon" and "Compass". (coded & rated manually and/or company's automated rating data system, & data entry for all transaction types: quotes, new & renewal business, endorsements, cancellations, & reinstatements) and "Reinsurance Procedes" company's reinsurance mainframe. (facultative deal placements and treaty)
- Monitored daily and maintained statistical data/policy status and deals/reinsurance premium summary histories. (pulled & matched hard copies to all policies & reinsurance files)
- Monitored daily and maintained error accuracy at 100%
- Monitored and maintained weekly open items, monthly account current for accounting, month end closings, and daily transitional changes.
- Daily verbal and written communication with originating field offices (10 states) and company staff through phone, emails, mail, and faxes, in a timely manner. (business support analyst, claims dept. accounting dept. (help clear their errors), & reinsurance)
- Trained other co-workers on "Falcon" (data entry coding system), "Compass" (data entry coding and rating system) and "Reinsurance Procedes" (data entry reinsurance system)
Confidential- Irving, TX 1985 - 1995 (rehire) Commercial Property and Casualty - Multi-State/Line Underwriting Assistant 3
- Provided daily administrative functions to support the managers and the underwriting staff. (picked up & delivered mail, faxed, received and transferred calls from a multi-line phone system)
- Processed daily high volume policy premium transactions, quotes, and property account summaries for the treaty and underwriting departments, in a timely manner for Fortune 500, petroleum and construction companies. (coded & rated manually & data entry for all transaction types: quotes, new & renewal bus, endorsements, reinstatements, & cancellations into company's mainframe "TED" and automated rating data system "Compass")
- Monitored daily and maintained statistical data/policy status and review the property account summaries for the treaty department. (pulled & matched hard copies to all policies and reinsurance files)
- Monitored daily and maintained error accuracy at 100%.
- Prepared daily policies for typing, distribution, and for the Insurance Service Office.
- Completed Special Projects upon request by managers, in a timely manner. ( coded & rated manually & data entry on the "Wrap-Up" policies for the DFW project.)
Confidential- Irving, TX 1985 - 1987 Commercial Property and Casualty - Multi-State/Line Underwriting Assistant
- Processed daily high volume policy premium transactions and quotes. (coded & rated manually & data entry into company's "CRT" terminal for all transactions types: new & renewal business, endorsements, reinstatements, & cancellations)
- Monitored daily and maintained statistical data/policy status. (pulled & matched hard copies to all policies)
- Monitored daily and maintained error accuracy at 100%.
- Prepared pay plans, monthly reporting, audits, and experience reporting for the underwriting staff.
- Prepared daily policies for typing, distribution and for the Insurance Service Office.
Confidential. - Dallas, TX 1978 - 1985 Personal Lines Underwriting Assistant
- Provided daily agency quotes, application approvals, policy changes, and finance premium notes by rating and coding manually according to the Company and Texas Rate Manual guidelines. Maintained company and state manuals. (pl/bus. auto, motorcycle, standard fire, mobile homes, travel trailers, & mobile owners)
- Ordered daily MVRs and approved or declined according to Company and Texas Rate Manual guidelines.
- Daily verbal and written communication with agents, company staff and originating claim office. (confirmation of coverage with claim office, coded manually claim register notices, drafts, closing notices, & void drafts.)
- Daily manually prepared statistical data for the off site processing data entry center. (coded & rated manually all transaction types: new & renewal business, endorsements, reinstatements & cancellations)
- Monitored and maintained batch logs for error accuracy processed by the off site processing data entry center.
TECHNICAL SKILLS
- Microsoft Office Word
- Outlook Email
- Excel ISOTEL Property
- ISO General Liability
- Excellent 10-key, typing and other various general office skills
EDUCATION Graduated
