Regine Pineda

• Scrutinize submitted data to ensure accuracy and completeness. Cross-verify information against diverse sources to confirm authenticity.
• Utilize available resources to conduct in-depth research on submissions, including Google search, OSHA & Safer search sites, state bureau sites, prior coverage checks, and secretary of state business search sites.
• Maintain meticulous records of research findings using provided tools. Enter all relevant information into required applications.
• Collaborate effectively with the Underwriting team, promptly communicating any discrepancies or missing information identified during the research process.

• Reaching out to Associate Underwriters for outstanding subjectivities which includes processing of either new business or renewal quote proposal

• Creating a new business or renewal policy workbook based with provided document or instructions by AU.

• Pulling up ITV, BUR and RiskMeter reports (Earthquake, Wind/Hail, Fireline)

• Ensure company processes and procedures are followed when developing and maintaining reporting documentation

• Review primary/underlying policies received from broker for excess policies

• Issuance of invoice when account is issued outside of Majesco system

• Ensure that brokers; needs are met within 24 hours specially on loss runs, renewal application, endorsements, invoices, policies on rush request.

• Daily interactions with unit managers on reporting requirements

• Research and gather all pertinent information using process knowledge and judgement before coordinating with underwriters and brokers

• Systems and tools used are ISOnet Registrations, Gain Mainframe, ImageRight, Majesco system,