Sarah Templeton
Portland,OR
Summary
Experienced professional with a strong background in analyzing data. Skilled in evaluating and conducting thorough research, and making sound decisions to protect the financial interests of the company. Possesses excellent attention to detail, strong communication skills, and the ability to collaborate effectively with team members and clients. Proven track record of maintaining high levels of confidentiality and customer satisfaction.
Overview
22
22
years of professional experience
Work History
Senior Underwriter
Builders Insurance Services, LLC
06.2013 - 03.2024
- Supported team of underwriters and underwriting assistants with underwriting, review and placement of risks for new and renewal business while maintaining relationships with numerous insurance agents in multiple states.
- Provide coaching and advice to other underwriting staff while maintaining a large book of general liability and inland marine coverage for construction contractors.
- Oversaw operations as a back up to the Vice President of Underwriting while also managing endorsements, and ensuring all procedures were followed by staff.
- Generated an average of $8.5 million in renewals and new business for the past 3 years, meeting or exceeding goals.
Assistant Underwriter - Personal Lines and Yachts
Red Shield Insurance Company
04.2005 - 06.2013
- Assisted in the evaluation of yacht and personal lines insurance applications, ensuring accuracy and completeness of underwriting data.
- Conducted research and analysis on potential risk factors related to yacht and personal lines insurance applications, contributing to decision-making process.
- Collaborated with underwriters to assess risk levels and determine appropriate premiums for personal lines and yacht policies.
- Reviewed policy documents and endorsements for accuracy and compliance with underwriting guidelines.
- Maintained organized underwriting files and documentation for personal lines and yacht insurance transactions.
- Managed approximately 30 incoming calls, emails and faxes from insurance agents per day from insurance agents.
Underwriting Clerk
Kenneth I. Tobey, Inc.
09.2002 - 01.2005
- Successfully managed file systems and mail received for all departments in office.
- Issued time sensitive confirmation of binding documents, along with handling all policy set up.
- Worked as liaison between underwriters and outside inspection service, ordering, following up and receiving all policy inspections.
- Trusted with taking daily deposit of checks and important mail to bank and post office.
Education
Bachelor of Arts - Psychology
Western Oregon University
Monmouth, Oregon05-2002
Skills
Timeline
Senior Underwriter
Builders Insurance Services, LLC
06.2013 - 03.2024
Assistant Underwriter - Personal Lines and Yachts
Red Shield Insurance Company
04.2005 - 06.2013
Underwriting Clerk
Kenneth I. Tobey, Inc.
09.2002 - 01.2005
Bachelor of Arts - Psychology
Western Oregon University
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