Chandra Patterson

Follows rules and guidelines, insurance laws, and regulations.

Evaluates insurance applications and related risk documentation.

• Processed and evaluated necessary reports, endorsement requests, service applications, and general communications.
• Evaluates risk pricing for new business and renewal submissions within authorized limits.
• Monitors data entries to maintain accuracy.
• Collaborates with agents and brokers to collect underwriting information.
• Offering support to underwriter(s).
• Supplied necessary information for policy and endorsement issuance in a timely manner.

Adheres to guidelines, rules, and insurance regulations diligently.

Assesses insurance applications and evaluates risk documentation.

Reviewed endorsement requests and general correspondence

Monitors data entry to ensure accuracy.

Provide assistance to the underwriting team.

Issues, processes, or codes transactions as needed.

Assists with various additional tasks as needed.

• Facilitated the group's operations through detailed task management.
• Ensures quality control by indexing scanned and faxed documents accurately.
• Entered revisions, conducted thorough proofreading for accuracy and completeness.
• Identifies and forwards items not meeting standards to appropriate employees for correction.
• Executed diverse office support functions efficiently.
• Follows protocols for handling checks, titles, and negotiable items.
• Utilizes comprehensive business and organizational knowledge.
• Mentors and assists entry-level staff.
• Executed various additional tasks as needed.

• Entered data points into an electronic format.
• Assessed caller needs for accurate transfer to the appropriate department.
• Inserts corrections and revisions to the documents as needed.
• Adheres to company and regulatory guidelines for handling checks and titles.
• Maintains knowledge of department operations, policies and procedures.
• Executed additional responsibilities as required.

• Entered lists, records, and data points into electronic format.
• Adhered to company and regulatory guidelines for handling checks, titles, and other negotiable items.
• Familiar with department operations, policies and procedures, as well as the business and organization.
• Executed supplementary tasks as needed.