OBJECTIVE: Underwriting Assistant with over 15 years experience with consistently increasing responsibilities in the commercial and property / casualty insurance industry . Lines of Business: General Liability, Property, Crime, Inland Marine, Auto, Workers’ Compensation, Equipment Breakdown, Claims Dependable. Self starter focusing on customer service, quality and productivity. Detail oriented and organized with ability to multi-task, set priorities and meet deadlines. Team player as well as an independent worker. Seeking an opportunity to utilize leadership and initiative skills in a fast paced office environment.
- Strong customer service skills
- Capability to communicate effectively.
- Able to maintain classified information.
- Capable to provide personal support.
- Ability to provide therapeutic formation.
- Able to understand and follow instructions of management.
- Knowledge of report writing.
- Skills of professional presentation and management.
- Competent to work as part of team
- Strong interpersonal Skills
09/2010 – 08/2011,Confidential Trenton NJ (Temporary assignment)
Responsible for the submission and rating workflow of non-admitted and admitted business.
Enter Submissions for Non-admitted and Admitted business.
Rate, Issue, quality control and email policy to agent.
Answer phone inquiries regarding policy and product information.
Review and communicate with underwriter regarding the nature of the business.
Administrative assistant duties: Faxing, scanning, copying, mailing, and typing letters.
09/09 - 09/10 Confidential West Chester, PA (laid off)
Develop, underwrite and market specialty insurance programs to select industries exclusively through independent insurance agents and brokers.
Strong computer skills with proficiency in Microsoft Word and Excel
Organizational skills in order to handle multiple tasks.
Customer service and communication skills interacting with internal & external clientele
Review, rate and service of new and renewal business, endorsement processing and enrollment of business for service
Products include Country Clubs - Golf, Hospitality, Technology, Suite Life and Life Science
Process claims information to claims department
03/09- 9/09 Confidential, PA (part-time)
Customer Service Representative
Responsible for providing workflow management and support for designated team
Process renewal and new business submission information from accord application
Using the internet to research accounts for equipment breakdown accounts.
Ran reports to get estimated TIV values for all locations.
Calculating total insured values and entering quotes in the QRIS System
Interpret the results if there have been claims found
Contact Agent or Client Company for additional or missing information
Determine occupancy code for that specific account
Issuing bound new business with 20 or more locations and gathering information for the monthly renewal accounts
Senior Underwriter Assistant
Reviewed New & Renewal Policies of Commercial line accounts to verify issuance in accordance with the terms and conditions of the Underwriting Guidelines.
Identified and corrected policies with discrepancies
Reviewed applications, rating worksheets, premium amounts and inspection reports.
Recognized issuance trends used to generate reports to management for training purposes.
Serviced existing accounts through the evaluation of endorsement requests.
Worked with assigned Penn-America agents for binder, quote and submission information
Maintained effective and productive agent and broker relationships
Explained policy provisions, including coverage and premiums, to insureds
Traveled to agencies at least every three to four months for agent feedback and related information to underwriting staff.
01/05-01/07 Confidential, PA
Underwriter Assistant II
Responsible for pre-underwriting general liability applications for Architects and Engineers.
Entered all risk submissions for Architects & Engineers, Miscellaneous Professionals and School Leaders
Qualified accounts and issued policies and billing per terms and conditions set by U/W and Broker
Analyzed applications for old and new claims from prospective insureds.
Assisted U/W in obtaining information from broker and insured.
Interacted with broker for loss runs, endorsements, policies, and billing inquiries.
Renewed, canceled and reinstated accounts
Followed up on delinquent premiums
Presented budget information at weekly department meetings pertaining to production, retentions and receivables.
Assisted with monthly budget forecasting to achieve bottom line profitability for the Company.
Consistently able to competently pre-underwrite products for Architects and Engineers
Developed and maintained strong working relationships with Brokers
Assisted in training of co-workers and new employees
Ability to use systems and software programs needed to conduct daily business.
07/97 – 01/05 Confidential, PA
Responsible for rating and issuing commercial lines and specialty lines accounts
Entered all risk and exposure information in Path/AQS to calculate the premiums specifically filed for the individual companies’ rates and rules
Proficiency in Path / AQS with the knowledge of rates, rules and exceptions for the states in assigned region
Issued polices within the Speed of Service parameters
Ran reports daily to determine assignments and request files in advance of recommended completion dates
Input claims information once received application was approved.
Researched property locations for prior coverage and losses using ISO database.
Maintained knowledge of Company workflow, procedures and products
MS Office Suite: Word, Excel, PowerPoint
Proprietary software programs
December 2012 , PA
Bachelor of Science Degree
Minor in Marketing
References are available on request