Amy Bozick
Kansas City,MO
Summary
Detail-oriented Broker/Underwriter with over 10 years in E&S environments, specializing in client needs assessment and policy optimization. Expertise in conducting assessments, document reviews, and liability analysis, fostering strong client relationships through effective communication. Proven ability to promote revenue growth and reduce risk while delivering timely, informed decisions. Seeking to leverage experience as a Commercial Lines Underwriter.
Overview
17
17
years of professional experience
Work History
P&C Underwriter
OGA
Oklahoma City, OK
03.2024 - Current
- Developed strong relationships with agents, leading to a higher volume of quality submissions and successful underwriting.
- Evaluated insurance applications to assess risk and determine coverage limits.
- Conducted thorough risk analysis using industry-standard underwriting software.
- Collaborated with agents to clarify policy details and resolve discrepancies.
- Enhanced customer satisfaction through timely communication and effective negotiation of policy terms.
- Maintained compliance with industry regulations and company guidelines during all underwriting activities.
- Consistently met or exceeded performance targets by effectively managing daily workload and adhering to strict deadlines.
- Improved risk assessment accuracy by conducting thorough investigations and evaluating insurance applications.
- Achieved high levels of customer retention through personalized service and attention to detail in policy creation.
VICE PRESIDENT/UNDERWRITER
Amwins
Kansas City, MO
12.2019 - 02.2024
- Developed and maintained business relationships with independent agents, focusing on marketing strategies.
- Generated new business, retained renewals, and maintained profitability of the book of business by enhancing relationships.
- Review, evaluate and rate business by applying individual sound Underwriting judgement and adhering to company guidelines within established authority.
- Escalated underwriting issues by identifying risks and applying due diligence and sound judgement.
- Ensure adherence to underwriting standards, objectives and guidelines of program by maintaining files
- Executed internal audits and reviewed files to verify compliance with company guidelines and service standards.
BROKER/UNDERWRITER
UIG
Merriam, KS
09.2018 - 12.2019
- Generated new business and retained renewals, focusing on the profitability of the assigned book of business and fostering strong business relationships.
- Review, evaluate and rate business by applying individual sound Underwriting judgement and adhering to company guidelines within established authority
- Utilized due diligence and sound judgement to identify and minimize risks, escalating underwriting issues promptly.
- Maintained files to adhere to underwriting standards, objectives, and program guidelines.
- Manage 50+ emails per day
COMMERCIAL UNDERWRITER/BROKER
VGM Specialty Underwriters
Merriam, KS
10.2017 - 09.2018
- Drove new business production, renewal retention, and profitability for assigned book of business, focusing on building and retaining business relationships.
- Review, evaluate and rate business by applying individual sound Underwriting judgment and adhering to company guidelines within established authority
- Escalated underwriting issues by identifying risks and applying due diligence and sound judgment.
- Ensure adherence to underwriting standards, objectives and guidelines of program by maintaining files
- Processed binders and invoices efficiently
- Maintained goal of increasing book by 10% each month
- Achieved monthly goal of increasing book by 10%
UNDERWRITING ASSISTANT
VGM Specialty Underwriters
Merriam, KS
06.2013 - 10.2017
- Assisted underwriters with document preparation
- Handled account inquiries and updates
- Verified & prepared documents follow established procedures
- Ensured renewals were quoted at least 30 days prior to expiring
- Follow up for any outstanding information needed to complete the underwriting file
- Order & review inspections
- Handle endorsement along with various other requests
- Serviced accounts
- Complete project work as assigned by underwriter
- Maintain producer files including mailing contract information to new producers
- Executed multiple accounting responsibilities as needed
POLICY SERVICES ADMINISTRATOR
VGM Specialty Underwriters
Overland Park, KS
06.2012 - 06.2013
- Processed policy information efficiently
- Processed Company issued policies & endorsements
- Processed & typed Endorsements
- Entered in new business, distributed between underwriters
- Assisted in transitioning paper files into E-storage
- Maintain producer files including mailing contract information to new producers
- Followed with Agencies on past due accounts
- Increased payments on past due accounts to 95%
- Various accounting functions as needed
- Assisted VP of Underwriting in compiling Procedures manual for training
STORE MANAGER
Family Video
Various Locations, KS
08.2009 - 05.2012
- Engaged and interacted with customers to create positive shopping experiences and drive revenue growth
- Engaged customers to enhance shopping experiences and support revenue growth
- Scheduled and led monthly store meetings to discuss sales promotions and new inventory, fostering open communication for team concerns
- Scheduled and led monthly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns
- Rotated merchandise and displays to feature new products and promotions
- Recruited, interviewed and hired staff members who brought talent, enthusiasm and experience to already gifted team of Customer Service Representatives
- Completed all point of sale opening and closing procedures, including counting contents of cash register
- Minimized on-site cash with frequent deposits and high accuracy in predicting operations
- Recruited, interviewed, and hired skilled staff members to strengthen team of customer service representatives
- Consistently remained in top 10% for District sales
- Responsible for daily store operations
- Compiled weekly reports to analyze sales trends and inventory levels
- Completed bank reconciliation to verify account balances and transactions
- Managed new store set-ups to facilitate effective merchandising and staffing
Education
Legal Secretary
Draughon Business College
Springfield, MOHigh School Diploma - undefined
Nevada High School
Nevada, MOSkills
- Detail orientation
- Fast-paced adaptability
- Critical thinking
- Verbal and written communication
- Analyzing data
- Time management
- Customer service excellence
- Risk analysis
- Underwriting documentation
- Insurance policy knowledge
- Underwriting expertise
- Underwriting software proficiency
- Underwriting skills
- Exceptional customer service skills and meticulous follow-up
- Goal-oriented
- Relationship-building
- Attention to detail and accuracy
- Driven
- Personable
- Risk analysis
Timeline
P&C Underwriter
OGA
03.2024 - Current
VICE PRESIDENT/UNDERWRITER
Amwins
12.2019 - 02.2024
BROKER/UNDERWRITER
UIG
09.2018 - 12.2019
COMMERCIAL UNDERWRITER/BROKER
VGM Specialty Underwriters
10.2017 - 09.2018
UNDERWRITING ASSISTANT
VGM Specialty Underwriters
06.2013 - 10.2017
POLICY SERVICES ADMINISTRATOR
VGM Specialty Underwriters
06.2012 - 06.2013
STORE MANAGER
Family Video
08.2009 - 05.2012
High School Diploma - undefined
Nevada High School
Legal Secretary
Draughon Business College