Genus Lester Jimenez

• Assist my Client Brokers by providing administrative support Generate a schedule of Insurance details Participate in activities related to insurance policy such as pre-renewal, renewal and post renewal.
• Managed approximately 200-300 renewals and 50-100 claims on a monthly basis
• Generate a competitive quotation, drafting policy documents, mid-term policy adjustments and calculating premiums.
• Prepare, submit and send invoice/s and issue Product Disclosure Statements (PDS) to clients
• Lodging and updating of policy data in Winbeat systems.

• Manage and maintain portfolio of Insurance clients, providing expert guidance on insurance policies and coverage options.
• Handle renewals, claims, endorsements, and other client-related inquiries promptly and professionally.
• Utilize SCTP, Insight and Sunrise for processing, quoting and managing insurance documentation accurately and efficiently.
• Build and maintain strong relationships with clients and insurers.

• Review submitted policy applications onto online systems implementing a high attention to detail and completing within company turnaround time frames.
• Acts as first line of defense by working closely with Financial Advisors, Broker admins & Sales team to ensure comprehensiveness of documentations are met.
• Answer customer policy related queries through phone calls, online chats and emails to deliver excellent customer satisfaction experience.

ACHIEVEMENTS & AWARDS

• Star of the Quarter (October 2019) - Nominated and recognized by Customer Service team for exhibiting outstanding performance on the 3rd quarter of 2019

Administered insurance policies on insurance renewals, mid-term adjustments to minimize financial loss and liability exposure.

• Calculated refunds, premiums and adjustments and processed payments to maintain accurate accounts

ACHIEVEMENTS & AWARDS

• Perfect Attendance Awardee (2017) - Achieved 2 consecutive perfect attendance award for 1st and 2nd quarter of 2017
• Subject Matter Expert (Retail Insurance) - Point of contact for Engineering & Construction, Liability, Motor Vehicle insurance product.

• Assessed mortgage loan documentation to determine acceptance or denial, making decisions based on established risk factors and income requirements.
• Demonstrated adaptability and versatility in handling a diverse range of loan types, including Conventional, FHA, and VA loans.

ACHIEVEMENTS & AWARDS

• 3rd Overall Top Quality Analyst - Achieved overall 3rd Top Quality Analyst in Home Lending / Consumer Loan product in 2012