Detail-oriented and analytical insurance professional with 2 years of experience in property and casualty insurance. Strong background in risk evaluation, policy review, customer needs analysis, and documentation accuracy. Known for excellent communication, problem-solving, and relationship-building skills. Seeking to transition into an underwriting role to apply risk-assessment knowledge, attention to detail, and decision-making abilities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Professional / Retention Specialist
Modern Consulting Inc. | Allstate Insurance
10.2023 - Current
Work closely with underwriting teams on inspections, non-renewals, and claim referrals to ensure accurate risk assessment and policy compliance.
Communicate directly with underwriters to resolve issues, clarify guidelines, and submit appeals for reconsideration.
Review inspection reports and identify required corrections or documentation to support underwriting decisions.
Analyze risk factors and customer information to determine eligibility for policy changes and coverage updates.
Assist clients in understanding underwriting requirements and inspection findings.
Maintain precise documentation to support underwriting audits and compliance verification.
Consistently meet accuracy, retention, and customer satisfaction goals.
Maintain Elite status, selling 22 items per quarter.
Resolved customer inquiries through effective communication and problem-solving techniques.
Assisted in claims processing by gathering necessary documentation and ensuring compliance with policies.
Waitress
Guadalajara Mexican Grill
05.2018 - 10.2023
Maintained a floor of 6–8 tables with accuracy and attention to detail.
Communicated effectively with staff to ensure timely service.
Licensed Sales Producer at Allstate Insurance Patrick Brady Insurance ServiceLicensed Sales Producer at Allstate Insurance Patrick Brady Insurance Service