Qualified Business Systems Analyst with extensive experience in underwriting complex financial products. Proven track record in assessing risk and making sound recommendations that align with company objectives. Demonstrated proficiency in risk analysis and decision-making, ensuring optimal financial outcomes.
Overview
15
15
years of professional experience
Work History
Senior Underwriter
Mutual Of Omaha Insurance Company
12.2021 - Current
Deep knowledge of Mutual of Omaha products, PFML/statutory plans, and competitor offerings.
Proficient in contract provisions, rating output components, manual rate calculations, and premium formulas.
Skilled in experience rating for STD, Dental, and Life products using GSAP; able to hand-calculate experience for these lines.
Familiar with pre-sale, sold, back office, and renewal GSAP functionality; adept at setting up new business quotes.
Strong understanding of risk management principles, underwriting guidelines, and documentation practices.
Competent in Microsoft Excel (including formula creation), Word, Teams, and Outlook for underwriting tasks.
Builds partnerships through clear written and verbal communication.
Takes on mentoring roles for less experienced underwriters and new hires.
Demonstrates personal accountability and holds peers accountable.
Engages in projects, process improvements, training, and conferences beyond daily responsibilities.
Inforce Administrator
Assurity Life Insurance
02.2015 - 12.2021
Implemented document management systems for improved organization and accessibility of critical files.
Maintained comprehensive records management system, ensuring compliance with industry regulations and standards.
Mentored junior administrators, fostering skill development and promoting a collaborative team environment.
Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Maintained personnel records and updated internal databases to support document management.
Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
Maintained accurate documentation of company policies and procedures for easy reference by all employees.
Improved employee productivity with effective time management strategies for daily tasks.
Kitchen Clerk
Hy-Vee Grocery Store
10.2010 - 12.2015
Assisted in food preparation, maintaining high standards of cleanliness and safety protocols.
Managed inventory levels to ensure timely stock availability and minimize waste.
Trained new hires on kitchen procedures and safety regulations to uphold compliance standards.
Monitored equipment functionality, reporting issues promptly to maintain operational integrity.
Led initiatives to optimize ingredient usage, contributing to cost-saving measures in the kitchen.
Maintained a clean and organized workspace, adhering to health and safety regulations.
Prepared salads, appetizers, and desserts for orders.
Education
High School Diploma -
Norris High School
Firth
05-2013
Skills
Risk management
Underwriting guidelines
Contract provisions
Manual rate calculations
Document management systems
Mentorship and training
Data analysis in Excel
Clear written communication
Verbal communication skills
Project management
Process improvements
Accomplishments
LOMA 321- Insurance Marketing
LOMA 302- The Policy Lifecycle
LOMA 308- The Business of Insurance
ACS 101- Customer Service for Insurance Professionals
Medicare Supplemental Agent (Case Mgt Pilot) at Mutual Of Omaha Insurance CompanyMedicare Supplemental Agent (Case Mgt Pilot) at Mutual Of Omaha Insurance Company