Amy Garcia

• Actively participated in Underwriting, WICIB, department trainings and meetings throughout the year such as PROP talk, AB 5 Refresher and PTCC courses .
• Quote non-schedule rated PEO Client renewals.
• Review applications and forms for valid submission and enter losses
• Upload and monitor document files timely
• Tested first policies of the Expire/Rewrite process for all PEO clients renewals and assisted in the development of the process and procedures.
• Assist with servicing of internal and external customers.
• Effectively manage assigned client notification letters (CNLs) by logging and completing within 2‐business days of receipt
• Review and assign proper classification and data enter Notification of Temporary Client Letters
• Process and complete claim verifications and requested information when needed in a timely manner.
• Support multiple underwriters with servicing requests and identifying red flags on polices.

• Processed customer endorsements, corrections, and cancellations via email, fax and in-person to single and multiline policies.

• Followed up with current and potential clients regarding new underwriting guidelines for multiple insurance carriers.

• Submitted and logged monthly commission reports to management within specified time

• Handled telephone, email and fax inquiries on a daily basis and provided accurate information regarding insurance coverage.

• Worked effectively in fast-paced environments.
• Managed time efficiently in order to complete all tasks within deadlines.
• Demonstrated respect, friendliness and willingness to help wherever needed.

• Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
• Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
• Assisted classroom teacher in supervising snack time and indoor and outdoor play.
• Reported on student progress, behavior, and social skills to parents.
• Documented student behaviors, interventions, and outcomes to enable lead teacher to address pertinent issues.

• Facilitated learning through play, stories and outdoor activities for successful child outcomes.
• Enforced rules and managed behavior through developmentally appropriate discipline.
• Maintained effective schedule balance between rest periods, active play, and instruction.
• Monitored children's activities to verify safety and wellbeing.
• Instructed children in crafts and other activities to promote gross and fine motor skills.

• Responded to customer calls and emails to answer questions about products and services.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
• Educated customers on company systems, form completion, and access to services.
• Met customer call guidelines for service levels, handle time and productivity.
• Delivered prompt service to prioritize customer needs.
• Developed and updated databases to handle customer data.