BROOKE KELLY
Roanoke,TX
Summary
Licensed in property and casualty insurance in the state of Texas. Experienced insurance professional in personal and commercial lines, equipped to excel in underwriting support roles. Strong analytical skills, adept at risk assessment, and proficient in policy management. Known for fostering team collaboration and driving results, ensuring adaptability to changing needs. Trusted for reliability and precision in high-pressure environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Underwriter, Primary Construction
Allied World Assurance Company
Dallas, TX
09.2023 - Current
- Provided high level of assistance to help with review, classification, coding, and rating of applications for new business and renewals.
- Created referral and pricing documents and placed in client files.
- Process endorsements on existing business accounts.
- Perform and check premium audits for accuracy before sending to brokers.
- Expedited the underwriting process through effective prioritization and organization of workload.
- Experience on the Energy and Practice teams.
- Participated in the one year Ignite training program for new underwriters, which involved various webinars and in person sessions multiple times monthly.
- Studying for AU and CPCU designations.
Quality Auditor
Goosehead Insurance
Westlake, USA
06.2022 - 09.2023
- Meet daily goal by auditing 100+ policies per day, communicating with agents and performing additional backend work as needed
- Consistently maintain 98%+ accuracy
- Navigate 15-40 carrier systems per day during the audit process
- Ensure policies have been input correctly and clients are aware of coverages they've selected.
- Reduce E&O exposure by partnering with the agents on discrepancies between the coverages they communicated to the client and what was written on the policy
- Specialized in the South, Northeast, and Southeast regions with extensive knowledge of state coverages and regional nuances
- Worked directly with Northeast agents and territory managers on carrier updates, guidelines, and underwriting practices
- Specialized in Travelers policies (all lines) to ensure all carrier guidelines met and maintain carrier relations
- Time management
- Training
- Working efficiently in a fast-paced environment
- Salesforce Efficiency
- Attention to detail
- Accepting constructive criticism to improve efficiency
- Maintain working relationships with agents across 2500+ franchises to streamline processes and communicate efficiently between the QC department and franchisees
- Training new auditors on TWIA (Texas Windstorm), Progressive (ASI) Umbrellas & Safeco (All lines; Auto, Home, Dwelling, Umbrella, PAF)
- Reassigning policies from agents who have not met standards on submission or resubmission of policies
- Meet with leadership bi-weekly to identify any new or ongoing problems in the Northeast and South regions and provide constructive feedback for daily SOP within the department
- Build out Carrier Knowledge Base articles for various carriers to demonstrate the audit process, state nuances, relevant carrier guidelines, and underwriting procedures
Senior Rater
Lionbridge
Remote
01.2017 - 01.2023
- Rated a variety of tasks pertaining to search engine evaluation within the Raterhub portal based on the provided general guidelines
- Maintained a quality score of 88% consistently to remain in the Senior role
- Attended monthly webinars and completed routine trainings to understand updates made to SOP
Education
Bachelor of Arts - English
Arizona State University
Tempe, AZ05.2021
Skills
- Time management
- Working efficiently in a fast-paced environment
- Attention to detail
- Accepting constructive criticism to improve efficiency
- Underwriting guidelines
- Relationship building
- Underwriting support
- Training and development
Certification
General Lines Agent – Property and Casualty
Texas Department of Insurance – License # 2849090 – National Producer # 20355308
Accomplishments
- Completed 4/5 courses for AU designation.
- Received a scholarship from The Institutes in 2025 to complete CPCU designation.
Volunteering
- Volunteer and Foster for Spicy Whiskers Cat Rescue
- Parliamentarian for Roanoke Elementary PTA Board
Timeline
Assistant Underwriter, Primary Construction
Allied World Assurance Company
09.2023 - Current
Quality Auditor
Goosehead Insurance
06.2022 - 09.2023
Senior Rater
Lionbridge
01.2017 - 01.2023
Bachelor of Arts - English
Arizona State University