Carrie Johnson

Lead and supervise underwriting support team to ensure efficient processing of policy transactions and documentation

• Monitor team performance, productivity, and quality metrics, implementing improvements where needed
• Train, coach, and develop employees to enhance skills and career growth
• Collaborate with underwriting, operations, and leadership teams to streamline workflows and improve service delivery
• Identify process improvements that increase efficiency and reduce errors
• Ensure compliance with company policies, procedures, and regulatory requirements
• Manage workload distribution and prioritize tasks to meet deadlines and service level agreements

• Correspond with insureds or agents to obtain information or inform them regarding the insurance accounts.
• Organized and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or canceled.
• Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
• Modify, update, and process existing policies.
• Quick Issue Submission Team
• Notify insurance agent and accounting department of policy cancellation.
• Calculate premiums, refunds, commissions, adjustments.
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed.
• I pull the year renewals for policies and get quotes out to the agents to present to the insureds.
• Compare information from application to criteria for policy reinstatement.
• Compose business correspondence for supervisors, managers and professionals.
• Process yearly Audits on policies.
• Correspond with insured or agent to obtain information or inform them account status or changes.
• Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
• Compose business correspondence for supervisors, managers and professionals.
• Lead and supervise underwriting support team to ensure efficient processing of policy transactions and documentation
• Monitor team performance, productivity, and quality metrics, implementing improvements where needed
• Train, coach, and develop employees to enhance skills and career growth
• Collaborate with underwriting, operations, and leadership teams to streamline workflows and improve service delivery
• Identify process improvements that increase efficiency and reduce errors
• Ensure compliance with company policies, procedures, and regulatory requirements
• Manage workload distribution and prioritize tasks to meet deadlines and service level agreements

• Use computers for various applications, such as database management or word processing.
• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices keep records of collections and disbursements, and ensure accounts are balanced.
• Create, maintain, and enter information into databases.
• Appoint agents and agencies to write business with our P&C and Life company.
• Order backgrounds on the agents to check certain requirements.
• Process annual renewals for several states.
• Add new P&C and Life agencies to our system.

• Correspond with insureds or agents to obtain information or inform them regarding the insurance accounts.
• Organized and work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or canceled.
• Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
• Modify, update, and process existing policies.
• Quick Issue Submission Team
• Notify insurance agent and accounting department of policy cancellation.
• Calculate premiums, refunds, commissions, adjustments.
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed.
• I pull the year renewals for policies and get quotes out to the agents to present to the insureds.
• Compare information from application to criteria for policy reinstatement.
• Compose business correspondence for supervisors, managers and professionals.
• Process yearly Audits on policies.
• Correspond with insured or agent to obtain information or inform them account status or changes.
• Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
• Compose business correspondence for supervisors, managers and professionals.

• Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
• Answer telephones and give information to insureds and agents, take messages, or transfer calls to appropriate individuals or departments.
• Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices keep records of collections and disbursements, and ensure accounts are balanced.
• Create, maintain, and enter information into data base.
• Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
• Complete forms in accordance with company procedures.
• Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
• Locate and attach appropriate files to incoming correspondence requiring replies.

• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Create, maintain, and enter information into databases.
• Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
• Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
• Complete forms in accordance with company procedures.
• Open, read, route, and distribute incoming mail or other materials and answer routine letters.
• Provide services to customers, such as order placement or account information.
• Prepare and mail checks.
• Learn to operate new office technologies as they are developed and implemented.
• Compare information from application to criteria for policy reinstatement and approve reinstatement when criteria are met.
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
• Modify, claims to update, reflect and process existing policies and any change in beneficiary, amount of coverage, or type of insurance.
• Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies., Compile, sort and verify the accuracy of data before it is entered.
• Compare data with source documents, or re-enter data in verification format to detect errors.
• Store completed documents in appropriate locations.
• Maintain logs of activities and completed work.

• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Check to ensure that appropriate changes were made to resolve customers problems.
• Process and record new insurance policies and claims.
• Correspond with insured or agent to obtain information or inform them account status or changes.
• Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
• Collect initial premiums and issue receipts.
• Notify insurance agent and accounting department of policy cancellation.
• Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed.

• Keep records of materials filed or removed, using logbooks or computers.
• Perform general office duties such as typing, operating office machines, and sorting mail.
• Gather materials to be filed from departments or employees.
• Track materials removed from files to ensure that borrowed files are returned.
• Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
• Assign and record or stamp identification numbers or codes to index materials for filing.
• Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.