CLAUDIA'S OCT.16RES
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Claudia Triana has over 20 years of experience in the insurance industry as a licensed property and casualty underwriter and life insurance underwriter. She has held various roles including underwriter, chief operating officer, marketing director, financial services advisor, senior underwriter, and manager. Her experience spans multiple companies in New Jersey. She has strong skills in areas such as policy processing, decision making, communication, and Microsoft Office.
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CLAUDIA'S OCT.16RES
- 1. CLAUDIA TRIANA 731 Broad Street, Clifton, NJ 07013 M. 201-245-3454 E. cltr1221@yahoo.com EDUCATION KEAN UNIVERSITY, Union, New Jersey (1991) Bachelor Of Arts - Art History LICENSES Property and Casualty , Health License, State of New Jersey (1996) Life Insurance License, State of New Jersey (2006) Notary Public State of New Jersey (1996) CAREER SUMMARY • Seasoned Property and Casualty licensed underwriter with over 20 years experience in the insurance industry. • Life Insurance licensed underwriter with 15 years experience. • Effective team leader with sales, project management and team building experience. • Promoted to Regional Team Leader and awarded “Advisor of the Month” within first 30 days as Financial Services Advisor for Primerica. SKILLS • Demonstrated expertise in policy processing systems. • Effective decision maker who meets aggressive business deadlines in a fast-paced environment. • Strong written and oral communication skills in both English and Spanish. • Efficient in Microsoft Office, Powerpoint, Adobe Suite, Quickbooks and Workday. • Organized self-motivator with a strong attention to detail. EXPERIENCE ASSIGNED RISK SOLUTIONS, Saddle Brook, NJ (2010 - Present) Underwriter • Management of the Texas Commercial Auto Unit, an assigned risk commercial auto plan. • Conduct daily issuance of new business policies, endorsements and risk renewal reviews. • Participate in annual state audits and monthly quality control reports. • Improve communication within the underwriting department by serving as liaison to the Claims and Special Investigations Unit. • Assist supervisor with manual rating and state ruling issues. • Handle client inquiries and problem calls, providing support to the customer service unit. RELOCATION INSURANCE, Montclair, NJ (2008 - 2009) Chief Operating Officer, Producer - Inland Marine • Responsible for all office management operations. • Review and processed daily online moving and storage applications, including certificate of insurance issuance. • Managed CEO’S daily Outlook calendar. • Organized all aspects of logistics related to trade show registration, attendance, company staff meetings and out of state conferences. • Drafted necessary documents in response to client inquiries and reduced monthly credit disputes. • Travelled out of state to inspect potential vendor sites and establish new partnerships.
- 2. CLAUDIA TRIANA 731 Broad St. Clifton, NJ 07013 M. 201-245-3454 E. cltr1221@yahoo.com DOCTORS SUBACUTE CARE, Paterson, NJ (2007 - 2008) Marketing Director • Optimized financial viability by implementing a strategic marketing plan to increase a daily and constant flow of admissions. • Served as the iaison to area hospitals, physicians and community. • Responsible for screening and qualifying applicants for admission through a complete medical chart review. • Increased and maintained an acceptable daily census level. PRIMERICA FINANCIAL SERVICES, Lodi, NJ (2006 - 2008) Financial Services Advisor / Life Insurance Agent • Facilitated mortgage re-financing and life insurance coverage through a complete client Financial Needs Analysis. • Trained and mentored incoming agents. • Built a stable and reliable regional team. CLARENDON NATIONAL INSURANCE COMPANY, Saddle Brook, NJ (1997 - 2006) Senior Underwriter / Team Leader • Increased department growth and profitability by working closely with department managers and supervisors. • Analyzed producers’ books of business through monthly profile review and audits. • Trained incoming underwriters and completed monthly quality control reports. • Built and maintained key agent relationships by assisting and training producers. EAGLE INSURANCE COMPANY, Fairlawn, NJ (1997) Underwriter • Screened and completed daily policy issuance, endorsement and renewal reviews. • Effectively researched and responded to state and client complaints and audits. • Optimized assistance in heavy incoming customer service calls. PALACIOS TRAVEL AND INSURANCE AGENCY, Passaic, NJ (1984 - 1997) Manager / Insurance Producer • Implemented a marketing plan to optimize financial agency stability. • Trained and supervised employees. • Responsible for overseeing daily office procedures and maintenance.