Insurance professional specializing in high net worth underwriting, with a focus on financial data analysis for policy pricing and risk assessment. Committed to ensuring compliance with regulatory standards while fostering collaboration to achieve profitable outcomes.
Overview
26
26
years of professional experience
Work History
Commercial Underwriter Technician
Chubb Insurance
Chicago, Illinois
01.2022 - 11.2023
Underwrote renewals by reviewing premium history, claims history and company financial condition to determine action.
Reviewed claims history to identify risk factors and determine eligibility.
Analyzed financial data to set competitive policy pricing and terms.
Ensured compliance with company policies and regulatory standards during the underwriting process.
Sr. Underwriting Technician
AIG Private Client Group
Schaumburg, IL
01.2018 - 01.2020
Reviewed renewals and endorsements for high net worth clients
Collaborated with underwriters to assess and finalize client renewals
Developed and reviewed workflows to streamline review process for other underwriter technicians on renewals
Informed brokers of rate changes and updates on client accounts
Sr. Associate Underwriter
Ace PRS/FUND/Chubb
Chicago, IL
01.2014 - 01.2018
New business authority and education on following state guidelines and regulations
Assessed underwriting rules and regulations per state to evaluate and ensure profitability of accounts.
Reviewed endorsements and inspections to ensure timely renewals and compliance with standards.
Led cross-functional teams to improve communication strategies, fostering collaboration and clarity across departments.
Client Service Representative and Underwriter Technician
Chartis Insurance, Private Client Group
Schaumburg, IL
01.2006 - 01.2010
Collaborated with underwriters and brokers to efficiently process quotes and endorsements for Florida territory.
Contributed to broker resource team by enhancing collaboration, facilitating new hire shadowing, and providing overtime support to underperforming territories.
Adapted to a more demanding territory quickly two months after supervision; quickly adapted to the new team and responsibilities.
Created detailed training notes that served as a valuable resource for team members and managers.
Behavior Therapist
The Sonrise Program
Lake Zurich, Illinois
01.2000 - 05.2001
Implemented individualized treatment plans for clients with developmental disabilities.
Collaborated with families to provide support and guidance on behavioral techniques.
Developed engaging activities to promote skill acquisition and social interaction.
Peer Minister
St. Francis de Sales Parish
Lake Zurich, Illinois
01.1998 - 05.2001
Led youth group meetings to foster community and spiritual growth.
Provided mentorship to younger members in their spiritual journey.
Organized service projects to support local outreach initiatives.
Collaborated with church leaders on event planning and resource allocation.
Education
Bachelors of Art - Psychology and Sociology
Roosevelt University
Schaumburg, IL
01-2006
Associates of Art - Psychology And Sociology
William Rainy Harper College
Schaumburg
01-2001
Skills
Process optimization
Goal Driven
Microsoft Office proficiency
Effective communication
Contract analysis
Problem solver
Multitasking Abilities
Team worker
Timeline
Commercial Underwriter Technician
Chubb Insurance
01.2022 - 11.2023
Sr. Underwriting Technician
AIG Private Client Group
01.2018 - 01.2020
Sr. Associate Underwriter
Ace PRS/FUND/Chubb
01.2014 - 01.2018
Client Service Representative and Underwriter Technician
Senior Underwriter, Large Accounts Division at Brotherhood Mutual Insurance CompanySenior Underwriter, Large Accounts Division at Brotherhood Mutual Insurance Company