Professional underwriting specialist with keen eye for detail and strong commitment to accuracy. Highly collaborative team player, adaptable to changing needs, and focused on delivering results. Proficient in risk assessment, policy analysis, and client communication.
Overview
21
21
years of professional experience
Work History
Inside Underwriter II & III
IGP Specialty Formerly US Risk
Austin, TX
10.2020 - 09.2025
Developed tailored coverage solutions to meet client needs while maintaining company guidelines.
Implemented effective underwriting strategies, enhancing profitability while maintaining appropriate levels of risk acceptance.
Stayed current on industry developments and regulatory changes, ensuring compliance with relevant guidelines.
Assessed complex commercial insurance risks, making informed decisions on coverage and premium rates.
Maintained high retention rates among customers by effectively addressing concerns regarding policy terms or premiums.
Collaborated with market underwriters to negotiate competitive pricing, ensuring client satisfaction and retention.
Built strong relationships with agents by offering ongoing support and guidance throughout the underwriting process.
Evaluated new business applications to determine insurance coverage and appropriate risk classifications.
Organized and maintained digital filing systems to enhance document retrieval efficiency.
Managed correspondence, prioritizing urgent communications for timely responses.
Delivered excellent customer service through prompt responses to agent inquiries, addressing concerns effectively, and building strong relationships.
Improved document organization with thorough file maintenance.
Managed a diverse portfolio of Renewal business in a timely manner with renewal quotes going out within 45 days of expiration.
Developed strong relationships with insurance carriers.
Inside Underwriter I
CRC Insurance Services
Dallas, TX
01.2019 - 10.2020
Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
Evaluated insurance applications to determine risk and eligibility for coverage
Analyzed client information and underwriting guidelines to ensure compliance
Collaborated with agents to clarify underwriting requirements and resolve discrepancies
Supported underwriting team by preparing and organizing policy documentation for review.
Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
Performed wide-ranging administrative, and service-related functions.
Completed monthly logs for management review.
Managed a diverse caseload of renewal policies without sacrificing quality or accuracy.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Improved document organization with thorough file maintenance.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Worked flexible hours across night, weekend, and holidays.
Underwriting Assistant
Liberty International Underwriters
Dallas, TX
01.2009 - 09.2018
Presented accounts in a professional and timely manner.
Ensured proper application of policies by reviewing, classifying, coding and rating applications.
Followed up with clients regarding information requests.
Processed applications, corrections, endorsements and cancellations.
Compiled coverage and rating information in an accessible format.
Drafted quarterly reports for management review.
Finalized and maintained all types of general liability insurance policies within my department.
Promoted client retention through high-quality service and follow through.
Prepared necessary paperwork to process insurance sales and renewals.
Submitted up-to-date activity and production logs to management for review.
Processed new accounts and account transfers expediently and accurately.
Provided comprehensive administrative and clerical support, including organizing files, creating spreadsheets and imaging documents.
Returned all emails and calls within 24 hours of receipt.
Maintained department inventory by restocking supplies and submitting purchase orders.
Established and maintained a positive and productive working relationship with management.
Maintained department files, both electronic and hard copies.
Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
Administrative Assistant
Risc Inc
Dallas, TX
06.2004 - 10.2006
Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Managed and controlled office supply inventory to ensure timely ordering or requisition of depleted or low-level stock.
Received and screened high volume of internal and external communications, including email and mail.
Standardized department filing system to increase efficiency.
Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily.
Maintained reception area in orderly manner to provide visitors with a positive first impression of the company.