Alicia General
Summary
Commercial insurance professional with over five years in underwriting support and operations. Processed 50+ submissions weekly while ensuring accuracy and efficiency in policy administration, endorsements, and renewals. Collaborated closely with underwriters to enhance workflow and deliver exceptional broker service.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Underwriting Assistant / Bind Specialist
RT Specialty
10.2023 - Current
- Process more than 50 commercial insurance submissions and policy transactions each week while maintaining a high level of accuracy and meeting service expectations.
- Review ACORD applications, loss runs, and underwriting documentation to ensure submissions are complete before underwriting review.
- Prepare quotes, binders, endorsements, renewals, and policy documentation in accordance with carrier and underwriting guidelines.
- Obtain missing underwriting information, clarify submission details, and provide policy status updates through direct communication with brokers and agents.
- Utilize Titan and multiple carrier portals to manage underwriting workflows, policy documentation, and transaction processing.
- Collaborate with underwriters to streamline workflow, contributing to reduced turnaround times for policy processing and servicing.
Licensed Home Sales Specialist
GEICO
07.2021 - 06.2023
- Assessed customer insurance needs and recommended tailored homeowners coverage.
- Developed expertise in insurance products and underwriting guidelines for effective client advisory.
- Maintained accurate documentation of customers and policies using CRM systems.
Senior Conversational Banking Agent
HSBC Bank
10.2018 - 07.2021
- Achieved and maintained 90% customer satisfaction rating through effective support and engagement.
- Resolved complex customer inquiries through chat, email, and social media, enhancing overall customer experience.
Skills
- Underwriting support
- Commercial insurance expertise
- ACORD form review
- Submission evaluation
- Policy administration
- Renewal management
- Risk assessment
- Property insurance
- TITAN software proficiency
- Carrier portal navigation
- CRM system utilization
- Microsoft Office suite proficiency
Certification
- Licensed Insurance Broker
- Licensed Home, Renters & Condo Sales Specialist
- Flood Insurance Certification
Timeline
Underwriting Assistant / Bind Specialist
RT Specialty
10.2023 - Current
Licensed Home Sales Specialist
GEICO
07.2021 - 06.2023
Senior Conversational Banking Agent
HSBC Bank
10.2018 - 07.2021