Jeanette Edler
Summary
Skilled in insurance underwriting specializing in property and casualty, offering more then twenty five years of experience to growing organizations. Highly adept in underwriting moderate to complex policies. Dedicated to enhancing underwriting department operations with analytical and disciplined approach. Work with minimal direction to solve problems, resolve conflicts and respond to customer inquiries.
Overview
38
38
years of professional experience
Work History
Underwriting Assistant
Access General Insurance Agency
01.2020 - Current
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
- Maintained high levels of accuracy in data entry, reducing errors in policy issuance and minimizing potential losses.
- Collaborated with team members to achieve department goals, consistently meeting or exceeding established performance metrics.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Managed a diverse caseload of applications, efficiently organizing workload to meet tight deadlines without sacrificing quality or accuracy.
- Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
- Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
- Enhanced overall team productivity by implementing new organizational strategies for managing workload and prioritizing tasks.
Senior Underwriting Assistant
ProSight Specialty Insurance Company
03.2013 - 06.2017
- Collaborated with the sales team to achieve targeted growth in premium volume, increasing overall revenue.
- Maintained high levels of accuracy in processing policy applications, endorsements, cancellations, and reinstatements.
- Provided exceptional customer service to agents and brokers by promptly addressing inquiries and resolving issues.
- Supported senior underwriters by conducting in-depth research on potential risks associated with complex accounts.
- Optimized workflow by utilizing technology tools such as automated underwriting systems and risk analytics software programs.
- Maximized profitability with carefully crafted underwriting guidelines for new products and services.
- Taking incoming phone calls from Brokers
- Handling questions and problem solving from outside customers and vendors
- Enhanced underwriting efficiency by streamlining processes, reducing turnaround times and improving communication between departments.
- Achieved successful risk assessments through thorough analysis of financial data, credit records, and business operations.
Underwriting Assistant
RCA Insurance Company
11.2009 - 03.2013
- Processing & Quoting Renewals, Endorsements, Broker of record changes.
- Taking incoming calls from Brokers.
- Improved underwriting process efficiency by streamlining administrative tasks and enhancing communication between departments.
- Analyzed applicant data for risk assessment, ensuring accurate decision-making for policy approvals and denials.
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
- Assisted in the development of new underwriting guidelines, increasing company competitiveness within the industry.
- Collaborated with team members to achieve department goals, consistently meeting or exceeding established performance metrics.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Managed a diverse caseload of applications, efficiently organizing workload to meet tight deadlines without sacrificing quality or accuracy.
- Contributed to loss ratio improvement by assisting underwriters in identifying potential fraud risks during application review.
Underwriting Assistant
DVUA Brokerage Firm
06.2007 - 03.2008
- Improved underwriting process efficiency by streamlining administrative tasks and enhancing communication between departments.
- Analyzed applicant data for risk assessment, ensuring accurate decision-making for policy approvals and denials.
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
- Maintained high levels of accuracy in data entry, reducing errors in policy issuance and minimizing potential losses.
- Collaborated with team members to achieve department goals, consistently meeting or exceeding established performance metrics.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
Sales Associate
Tiffany & Company
10.2007 - 02.2008
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
Underwriting Assistant
Quincy Mutual Fire Insurance Company
03.2002 - 06.2007
- Improved underwriting process efficiency by streamlining administrative tasks and enhancing communication between departments.
- Analyzed applicant data for risk assessment, ensuring accurate decision-making for policy approvals and denials.
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
- Assisted in the development of new underwriting guidelines, increasing company competitiveness within the industry.
- Maintained high levels of accuracy in data entry, reducing errors in policy issuance and minimizing potential losses.
- Collaborated with team members to achieve department goals, consistently meeting or exceeding established performance metrics.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Contributed to loss ratio improvement by assisting underwriters in identifying potential fraud risks during application review.
- Managed a diverse caseload of applications, efficiently organizing workload to meet tight deadlines without sacrificing quality or accuracy.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
Underwriting Assistant
Travelers Insurance Company
11.1985 - 06.2002
- Improved underwriting process efficiency by streamlining administrative tasks and enhancing communication between departments.
- Analyzed applicant data for risk assessment, ensuring accurate decision-making for policy approvals and denials.
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
- Collaborated with team members to achieve department goals, consistently meeting or exceeding established performance metrics.
- Contributed to loss ratio improvement by assisting underwriters in identifying potential fraud risks during application review.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
- Facilitated efficient policy renewals by proactively reviewing accounts prior to expiration dates, recommending appropriate adjustments based on changes in risk exposure.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
Education
Business
St Elizabeth's College
Business
Yonkers High School
Skills
- Sales support
- Data interpretation
- Relationship building
- Microsoft Office proficiency
- Customer service
- Inspection Reviews
- Policy Development
- Technical underwriting
- Problem-solving
- Critical thinking
Affiliations
- Genealogy
Timeline
Underwriting Assistant
Access General Insurance Agency
01.2020 - Current
Senior Underwriting Assistant
ProSight Specialty Insurance Company
03.2013 - 06.2017
Underwriting Assistant
RCA Insurance Company
11.2009 - 03.2013
Sales Associate
Tiffany & Company
10.2007 - 02.2008
Underwriting Assistant
DVUA Brokerage Firm
06.2007 - 03.2008
Underwriting Assistant
Quincy Mutual Fire Insurance Company
03.2002 - 06.2007
Underwriting Assistant
Travelers Insurance Company
11.1985 - 06.2002
Business
St Elizabeth's College
Business
Yonkers High School
Similar Profiles
Katlyn LythcottKatlyn Lythcott
Underwriting Intern at Aegis General Insurance AgencyUnderwriting Intern at Aegis General Insurance Agency
Flor GonzalesFlor Gonzales
Insurance Underwriter at Texas Security General Insurance AgencyInsurance Underwriter at Texas Security General Insurance Agency
Stefanie LongStefanie Long
Cannabis Renewal Underwriter at One General Agency / Cannabis Insurance WholesalerCannabis Renewal Underwriter at One General Agency / Cannabis Insurance Wholesaler
Shane McGuireShane McGuire
Underwriting Assistant at State FarmUnderwriting Assistant at State Farm
Rakhi RawatRakhi Rawat
Underwriting Assistant at Volante GlobalUnderwriting Assistant at Volante Global