Rosa Sinegal
Los Angeles
Summary
Dynamic Senior Underwriting Associate at Zurich Insurance Co, recognized for enhancing customer satisfaction through effective communication and conflict resolution. Proven expertise in data entry and client relationship management, consistently exceeding performance goals while fostering strong client connections. Committed to continuous improvement and collaboration within teams to streamline processes and elevate service quality.
Overview
33
33
years of professional experience
Work History
Senior Underwriting Associate
Zurich Insurance Co
11.2016 - Current
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Collaborated with underwriters to streamline the policy issuance process for improved efficiency.
- Consistently met or exceeded performance goals related to both sales targets and customer service metrics.
- Modified, updated and processed existing policies.
Customer Service Representative
GNW Insurance Agency
04.1997 - 09.2016
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Trained new customer service representatives on best practices, policies and procedures.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
- Fostered strong relationships with policyholders to promote loyalty and retention.
- Conducted detailed policy reviews to advise customers on optimal coverage options.
- Contributed to team meetings with insightful feedback, aiming for continuous improvement in customer service.
- Managed high-volume call queues, ensuring minimal wait times for customer inquiries.
- Acted promptly to customer complaints, significantly reducing escalation rates.
- Modified, updated and processed existing policies.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Checked documentation for accuracy and validity on updated systems.
Receptionist/General Office
Wilshire Insurace Agency
05.1992 - 04.1997
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Answered central telephone system and directed calls accordingly.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained visitor log for entering and leaving facility for security purposes.
- Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
Education
High School Diploma -
South Gate High School
South Gate, CA06-1990
Skills
- Data entry
- Risk assessment
- Customer service
- Client relationship management
- Detailed documentation
- Team collaboration
- Effective communication
- Time management
- Attention to detail
- Conflict resolution
- Multitasking capacity
- Teamwork and collaboration
Languages
Spanish
Native or Bilingual
Timeline
Senior Underwriting Associate
Zurich Insurance Co
11.2016 - Current
Customer Service Representative
GNW Insurance Agency
04.1997 - 09.2016
Receptionist/General Office
Wilshire Insurace Agency
05.1992 - 04.1997
High School Diploma -
South Gate High School
Similar Profiles
Melwyn SampsonMelwyn Sampson
Finance business partner at Zurich InsuranceFinance business partner at Zurich Insurance
Edwin GarrettEdwin Garrett
Senior Resolution Manager at Gallagher Bassett - Churchill Captive Program/Zurich InsuranceSenior Resolution Manager at Gallagher Bassett - Churchill Captive Program/Zurich Insurance
Ekaterina Boyadzhieva, CFAEkaterina Boyadzhieva, CFA
Head of Liquid Assets & Strategy at Zurich Insurance GroupHead of Liquid Assets & Strategy at Zurich Insurance Group