amanda_resume_

2
Amanda Lopez [email protected] ~ 210-279-7361 ~ 1200 Avenue B San Antonio, TX 78215 Objective: To establish a career as a professional by assisting and providing knowledge that has been acquired through the work experience I have gained in the workforce thus far. Employment History Travelers Insurance – Associate Account Executive Public Sector Services Northeast November 2014- Present Underwrite Public Sector Accounts and risks in New York and Pennsylvania to include; Towns, Cities, Water/Sewer Authorities, Boroughs and other special Public Entities. Analyze and balance exposures and coverages to include Property, Inland Marine, Crime, General Liability, Law enforcement, Public entity management, Cyber, Workers compensation and Employment Practices liability. Assess and manage risks for multiple Public Municipalities including all of their operations and budget analysis. Analyze pricing, endorsements, limits, indemnity and exposures to make sound decisions in underwriting authority and maintain retention with current accounts. Market services to agents and municipalities to include coverages and risk control assessments. Build and maintain relationships with Agents to win New Business opportunities and retain renewals. Utilize marketing and sales skills to inform agents of products and value added services. Develop and executes a plan to meet business objectives through collaboration within business unit to obtain solutions regarding account specifics. Travelers Insurance – Account Manager Public Sector Services February 2014- November 2014 Provide Account Executive with information necessary to make decisions necessary for writing accounts. Supports standards regarding service goals. Assures all material is delivered in a dependable fashion. Teams with Account Executives to institute needs consistent for new business and renewal public sector accounts. Arranges pricing models to include benchmarks, experience rating, loss analysis and account information. Rates and quotes accounts by updating account information, reviewing exposures and applying experience rating. Composes documentation pertinent to accounts to include correspondence with agent, contracts, policy changes, endorsements and cancellations. Generates proposals for Account Executive to present to the agent regarding new business and renewals.

Upload: amanda-lopez

Post on 20-Feb-2017

12 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: amanda_resume_

Amanda Lopez [email protected] ~ 210-279-7361 ~ 1200 Avenue B San Antonio, TX 78215

Objective: To establish a career as a professional by assisting and providing knowledge that has been acquired through the work experience I have gained in the workforce thus far.

Employment History

Travelers Insurance – Associate Account Executive Public Sector Services Northeast November 2014- Present

• Underwrite Public Sector Accounts and risks in New York and Pennsylvania to include; Towns, Cities, Water/Sewer Authorities, Boroughs and other special Public Entities.

• Analyze and balance exposures and coverages to include Property, Inland Marine, Crime, General Liability, Law enforcement, Public entity management, Cyber, Workers compensation and Employment Practices liability.

• Assess and manage risks for multiple Public Municipalities including all of their operations and budget analysis. • Analyze pricing, endorsements, limits, indemnity and exposures to make sound decisions in underwriting authority and

maintain retention with current accounts. • Market services to agents and municipalities to include coverages and risk control assessments. • Build and maintain relationships with Agents to win New Business opportunities and retain renewals. • Utilize marketing and sales skills to inform agents of products and value added services. • Develop and executes a plan to meet business objectives through collaboration within business unit to obtain solutions

regarding account specifics.

Travelers Insurance – Account Manager Public Sector Services February 2014- November 2014

• Provide Account Executive with information necessary to make decisions necessary for writing accounts. • Supports standards regarding service goals. • Assures all material is delivered in a dependable fashion. • Teams with Account Executives to institute needs consistent for new business and renewal public sector accounts.• Arranges pricing models to include benchmarks, experience rating, loss analysis and account information. • Rates and quotes accounts by updating account information, reviewing exposures and applying experience rating. • Composes documentation pertinent to accounts to include correspondence with agent, contracts, policy changes,

endorsements and cancellations. Generates proposals for Account Executive to present to the agent regarding new business and renewals.

• Communicates with Account Executives, Agents/ Agencies, Insureds and colleagues to complete job tasks pertinent to the policy.

Travelers Insurance – Claims Specialist General Liability OPD January 2012 to February 2014

• Investigate General Liability Property damage claims for municipalities to include but not limited to Cities, Towns, Parishes, Indian Nations, Utility Boards and Counties.

• Monitor reserve accuracy and manage investigative material relevant to the loss. Calculate claim value and distribute financial release documents.

• Negotiate settlements with claimants and attorney. • Manage attorney represented files, subrogation and negotiate settlements based on property damage estimates and mitigation

invoices.• Maintain Professional client relationships • Retain and apply Contributory Negligence Laws and Tort Claims Laws to make accurate liability determinations. • Document and process claims appropriately.

Sedgwick CMS Richardson, Texas – Claims Examiner II Target Team December 2010 to January 2012

Page 2: amanda_resume_

• Investigate Non Subscription claims for National Retail account• Monitors reserve accuracy and file necessary documentation with state agencies.• Knowledge of ERISA regulations, offsets and deductions, medical management practices and Social Security application as

applicable. Coordinate return-to-work efforts regarding work injury claims. • Manage subrogation of claims and negotiate settlements and determine benefits due, and manage action plan to claim closure• Maintain professional client relationships and analyze Medical Documents to ensure validity and to deter fraudEducation

Texas A&M University, College Station, TX December 2009

Certifications/Licenses/ Awards

All Lines Insurance License Recognition by National Client for excellence in service. Recognized in Sharing our Success for excellent client service.