Andrea Treece AINS, AIS, AU
Concordia,MO
Summary
Dedicated professional with 17 years in underwriting, recognized for optimizing processes and elevating customer satisfaction. Strong background in evaluating insurance applications and ensuring compliance, complemented by excellent communication skills that foster collaboration among clients and underwriters.
Overview
17
17
years of professional experience
Work History
Underwriting Assistant
Paragon Insurance Holdings
Avon, CT
03.2025 - Current
- Streamline preparation and evaluation of renewal accounts by documenting loss run history, extracting wildfire scores, verifying building valuations using Marshall & Swift, updating exposures, and establishing pricing to enhance underwriting accuracy.
- Assist underwriters in evaluating insurance applications for accuracy and completeness.
- Review policy renewals and flag discrepancies for further investigation.
- Manage documentation and ensure compliance with company policies and regulations.
- Facilitate policy changes by issuing endorsements, cancellations and reinstatements.
- Manage a portfolio of clients by providing customer service support related to their policies.
- Coordinate communication among clients, agents, and underwriters to clarify details and facilitate timely processing of applications and renewals.
Assistant Underwriter II
Philadelphia Insurance Companies
07.2009 - 12.2024
- Assisted in evaluating property & casualty insurance applications to determine the risk involved: assisted in accepting or rejecting the application, or obtaining additional information.
- Communicated effectively with colleagues in underwriting, and all support areas, in order to meet the property & casualty insurance needs of customers.
- Expedited the underwriting process through effective prioritization and organization of workload.
- Collaborated with senior underwriters to assess risks and determine appropriate coverage levels for clients.
- Developed and maintained relationships with agency representatives.
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Provided high level of assistance to help with review, classification, and rating of applications.
- Assisted in training and providing feedback to several new-hire colleagues.
Education
Bachelor of Science - Marketing
University of Central Missouri
Warrensburg, MO05-2009
Skills
- Underwriting Guidelines
- Risk Assessment
- Microsoft Office
- Attention to Detail
- Organization
- Time Management
- Customer Service
- Team Collaboration
- Effective Communication
- Adaptability and Flexibility
Timeline
Underwriting Assistant
Paragon Insurance Holdings
03.2025 - Current
Assistant Underwriter II
Philadelphia Insurance Companies
07.2009 - 12.2024
Bachelor of Science - Marketing
University of Central Missouri