Luis Panchana

About Luis Panchana

Insurance professional with an extensive experience in managing multiple and diverse task to support the short and long term goals of the department as required. Technically proficient in AS/400, Bridge, Broker Desktop, Global Risk Insight Platform, Intergraded Business System, Lotus Notes, Microsoft Office, Orbit, FileNet DMS/WMT System, RSKCo Clearview System, and Salesforce.

Experience

1. Account Specialist Ii

   Aon

   Jan 2013 — Present

   Maintains effective and productive relationships with clients; • Serves independently in a client-facing capacity on matters of moderate importance and complexity; • Act as the Account Executive for assigned non-complex accounts and act as placing broker on simple routine placements or renewals; • Gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the brokerage unit; • Performs submission assembly/creation where assigned; • Facilitates the timely and accurate flow of information between clients, Account Executive and Broker account team members; • Manages client open items lists and responds to client ad-hoc requests; • Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation; • Actively supports and monitors the renewal process. At the direction of the broker, drafts quote comparisons and follows up for binders, policies and endorsements; • Serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively and quality of client deliverables; • Receives and manages routine and complex coverage inquiries and endorsement requests. • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, workers compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals; • Ensures operational excellence, including adherence to service management requirements • Monitors and follows-up on invoice generation, fee agreements, Aon Value Exchange input, Global Risk Insight Platform and receivables and collections; • Provide guidance and mentoring to a less senior account specialist;

Education

• John Jay College (CUNY)

  Criminal Justice

  1987 — 1991