Alicia Megan Smith
Tacoma,WA
Summary
Dynamic professional with extensive experience in insurance underwriting and claims processing. Proven track record of achieving significant premium growth and maintaining high accuracy in data management. Exceptional analytical thinking and effective communication skills drive successful client relationships and operational efficiency. Recognized for outstanding contributions to team success and claim turnaround.
Overview
9
9
years of professional experience
Work History
Pension Claims Processor
Northwest Administrators Inc.
Seattle, Washington
08.2022 - Current
- Communicated with clients to explain claim processes and answer inquiries promptly.
- Ensured compliance with regulatory standards during the claims processing cycle.
- Processed a high volume of incoming claims in accordance with established policies and procedures.
- Verified claim data correctness in preparation for processing.
- Adhered to all applicable laws, regulations, and company standards while processing claims.
- Maintained accurate records of all processed claims in accordance with departmental requirements.
- Performed additional duties as requested by management team.
Senior Underwriter
CK Specialty Insurance Associates
Olympia, USA
08.2021 - 01.2022
- Focus is oriented on conversion of new cases on over 20 different brokering systems.
- Must utilize discretion to outsource brokering solution for consumer in the event of not being able to offer a policy.
- Primary underwriting orients on home and business insurance policy underwriting.
- E.g. Homeowners, Business and Special Events.
- Assisted in the companies first ever $1M Revenue month, followed up with second equal month. First and second time underwriting department has accomplished this in 20 years.
- Specialty Insurance Policy Company; Retail Insurance broker offering access to non-admitted and admitted insurance products. Company has been operating for over 20 years underwriting for clients in need of a creative solution.
Large Group Underwriter
Word & Brown General Agency
Orange, USA
09.2018 - 11.2020
- Responsible for oversight and execution of all Large Group Underwriting cases involving RFP's for companies of 101+ Employee's or larger.
- Accomplished 83% Premium Growth in 2018 Totaling $1.3M in additional Gross Revenue.
- Accomplished 52% Premium Growth in 2019 Totaling $1.5M in additional Gross Revenue vs LY.
- Accomplished 15% Premium Growth in 2020 Totaling $0.7M in additional Gross Revenue YTD vs LY.
- Responsible for 40% of all Large Group Sales YTD; Maintained a closing rate of 21% of all assigned cases.
- Generated 42% of Total Large Group Revenue YTD $5.2M.
- Personally output the highest volume of presented comparisons in Large Group with 49% of Total Spreadsheets completed by Large Group Underwriting.
- Largest Medical General Agency in the State of California
- Word and Brown Raving Fan Award - Six Time Recipient (09/2018 - Present)
- Merit based award given only to employees who are nominated by either another company employee or broker partner. Department Record for most awards received since I have been with the company.
Senior Product Manager
Truffle Kids, Inc.
Irvine, USA
02.2017 - 08.2018
- Restructured 12-person marketing design team to represent a range of marketing operations: event coordination, branding, public relations, and business development.
- Managed vendor budgets and contracts ranging from local vendors to international accounts.
- Oversaw event initiatives that elevated the departments profile as a stand-alone brand online.
- Reduced operations overhead by 21% and increased sales return by negotiating event programs.
- Served as the company's spokesperson, participating in industry networking events, and executing events, sales, and marketing initiatives.
- Manufacturer & Distributor of Childrens Apparel
Education
AA-Track 2 Transfer - Developmental Psychology
Pierce Community College
Puyallup, WA07.2014
High School Diploma -
Emerald Ridge High School
Puyallup, WA09.2010
Skills
- Claims processing
- Record maintenance
- Customer relationship management
- Insurance underwriting
- Analytical thinking
- Effective communication
- Problem solving
- Team collaboration
- Data entry proficiency
- Time management
- Accuracy and precision
Awards
Word and Brown Raving Fan Award, 09/01/18 - Present, Merit based award given only to employees who are nominated by either another company employee or broker partner. Department Record for most awards received since I have been with the company.
References
References available upon request.
Timeline
Pension Claims Processor
Northwest Administrators Inc.
08.2022 - Current
Senior Underwriter
CK Specialty Insurance Associates
08.2021 - 01.2022
Large Group Underwriter
Word & Brown General Agency
09.2018 - 11.2020
Senior Product Manager
Truffle Kids, Inc.
02.2017 - 08.2018
AA-Track 2 Transfer - Developmental Psychology
Pierce Community College
High School Diploma -
Emerald Ridge High School