Daniel Rollo

Commercial Insurance Operations Specialist with 3+ years of experience supporting U.S. commercial insurance brokers across new business, renewals, and policy administration. Experienced in proposal and quotation preparation, market submissions, carrier coordination, bind requests, Certificates of Insurance (COIs), billing verification, and post-bind servicing. Proven track record supporting 8 Producers and 3 Account Managers while maintaining 99%+ processing accuracy, consistently meeting SLA targets, and delivering dependable operational support.

Commercial Insurance Operations Specialist - Infinite Risk Management and Insurance Solutions, Inc.

(2022-01)

• Support 8 Producers and 3 Account Managers by coordinating commercial new business, renewals, proposal and quotation preparation, policy administration, and post-bind servicing.
• Prepare commercial proposals, market submissions, and bind requests while coordinating directly with carriers and underwriters to obtain quotations, policy terms, binders, invoices, and underwriting requirements.
• Issue Certificates of Insurance (COIs), maintain Salesforce CRM records, review policy schedules, and ensure 100% audit-ready documentation.
• Reconcile premiums, commissions, insured receivables, and carrier payables alongside Accounting to ensure billing accuracy.
• Train Operations Specialists while consistently exceeding SLA targets and maintaining 99%+ processing accuracy.

Real Estate Investment Specialist - Megaworld Global-Estate Resorts, Inc. / PHirst Park Homes

(2019-01 - 2022-12)

• Assisted clients with property investments by preparing proposals, quotations, contracts, and transaction documentation.
• Coordinated with clients and internal teams to ensure accurate documentation and timely processing of property sales.

Events Coordinator (Re-Hired) - Canyon Woods Residential Resort

(2018-01 - 2019-12)

• Managed corporate and private event planning, vendor logistics, administrative workflows, and client communications.
• Led cross-functional teams to ensure seamless event execution and strict operational schedule adherence.

Account Executive - Viewpark Hotel

(2017-01 - 2018-12)

• Managed corporate accounts by preparing quotations, contracts, and client agreements while developing long-term client relationships.
• Coordinated with hotel operations to ensure seamless execution of client bookings, events, and service requirements.

Events Coordinator - Canyon Woods Residential Resort

(2016-01 - 2017-12)

• Managed corporate and private event planning, vendor logistics, administrative workflows, and client communications.
• Led cross-functional teams to ensure seamless event execution and strict operational schedule adherence.

Assistant Restaurant Manager - KFC Philippines

(2014-01 - 2014-12)

• Supervised daily restaurant operations, inventory management, staff scheduling, cash handling, and customer service while ensuring compliance with company standards.

Non-Voice BPO Specialist - Gracall International

(2012-01 - 2014-12)

• Executed high-volume administrative processing, CRM data entry, and written customer communication for international clients.

Bachelor of Science - Business Management (Major in Human Resource Development) - DFCAMC of Las Piñas (2008-01 - 2012-12)