Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brady Bartz

Salt Lake City,UT

Summary

Driven professional with a robust background in underwriting and data analysis at WCF Insurance. Excel in evaluating risks, enhancing underwriter productivity, and growing profitable portfolios.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Associate Underwriter

WCF Insurance
06.2024 - Current
  • Performs the preliminary review of new risks as well as assists in the renewal process for existing accounts.
  • Evaluation of applications, endorsements, and related underwriting documents.
  • Reviews individual submissions to evaluate the degree of exposure and approves, requests additional information, or rejects based on risk selection guidelines.
  • Occasionally conducts agency visits, develops new business, and supports marketing in a territory of assigned agents.
  • Operates within a clearly defined level of delegated underwriting authority and refers risks of higher exposure or complexity to a senior underwriter.
  • Performs ancillary administrative duties for commercial lines accounts to support agency service objectives.

Senior Underwriting Account Manager

WCF Insurance
11.2023 - 06.2024
  • Support assigned underwriters in the process of receiving, reviewing, documenting, and servicing business to enhance underwriter productivity and provide excellent customer service.
  • Prepare new and renewal accounts for timely underwriter review, including completion of risk analysis worksheets, pricing indications and communications with agency staff.
  • Manage in-force book of business through reports, timely handling of requests, discussions with underwriter on book profitability and other actions as assigned.
  • Bind quotes, update and upload documents as needed.
  • Handle agency and customer phone calls and emails.
  • Team with underwriting assistants to issue policies, endorsements, other items according to service requirements.
  • Manage system created events, as assigned.
  • Run and review with underwriters reports necessary to grow a profitable book of business.

Education

Bachelor of Business Administration - Actuarial Science

Drake University
Des Moines
05-2022

Skills

  • Technical knowledge
  • Data Interpretation
  • Sales Support
  • Portfolio Management

Certification

  • CPCU - Chartered Property Casualty Underwriter
  • AINS - Associate in Insurance

Timeline

Associate Underwriter

WCF Insurance
06.2024 - Current

Senior Underwriting Account Manager

WCF Insurance
11.2023 - 06.2024

Bachelor of Business Administration - Actuarial Science

Drake University

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Brady Bartz