Personal Lines Insurance Specialist - U.S. Property Casualty
South Cotabato
Personal Lines Insurance Specialist with 8+ years of experience supporting U.S. property and casualty insurance operations. Experienced in homeowners, dwelling fire, hurricane, surplus lines, personal umbrella, auto, condo, and broker-serviced property policies. Strong background in insurance billing, accounts receivable, mortgage and lender servicing, payment research, policy transactions, documentation, and customer communication. Experienced in high-volume, time-sensitive remote insurance support across multiple U.S. markets.
Annex Risk and Insurance Solutions, LLC, contract
Apr 2023 to Present
• Manage 20–30+ daily billing and policy servicing requests while driving resolution of pending payments before the next billing cycle, including payment research, mortgage lender follow-up, stop payments, reissued checks, and lockbox issues. • Support billing and accounts receivable for broker-serviced Lloyd’s of London property policies across California, Florida, South Carolina, North Carolina, Georgia, Texas, and other U.S. states. • Work directly with mortgage companies by phone, email, and chat to resolve billing, payment, and policy servicing issues. • Process new business, renewals, cancellations, endorsements, and mortgagee/lender requests while maintaining accurate policy and client records. • Respond to customer and insurance stakeholder inquiries and maintain accurate policy and billing records.
Atlas Insurance Agency, full_time
Jan 2018 to Jan 2023
• Serviced Hawaii Personal Lines accounts across homeowners, dwelling fire, hurricane, surplus lines, personal umbrella, auto, and condo policies. • Processed new business, renewals, cancellations, rewrites, and endorsements while maintaining accurate policy documentation and transaction records. • Managed mortgagee and lender requests within 1–2 business days and handled time-sensitive policy changes with a 24-hour turnaround. • Provided quotes and issued Evidence of Insurance, Certificates of Insurance, ID cards, and other policy documents to support agents and clients. • Supported account managers by gathering required documentation, resolving transaction issues, and coordinating policy servicing needs. • Trained and supported 6 of 9 personnel as the team expanded, helping establish consistent workflows and day-to-day support processes.
Nippon Micrometal Corporation Philippines, full_time
Jul 2012 to Oct 2017
• Promoted internally from QA Inspector to office-based Document Control staff and later to Document Control Specialist. • Maintained company documents and records, registered documents in the document control system, and managed controlled filing and distribution. • Performed document audits, prepared weekly reports, and distributed controlled information to multiple departments. • Supported ISO audit activities by maintaining accurate records and documentation required for review. • Built strong attention to detail, document accuracy, tracking, and compliance through quality assurance and document control responsibilities.