CHARLEEN LEWIS
Orlando,Florida
Summary
I am a qualified 220 P&C agent for 20 years, whi is skilled, motivated and a team player with a good work ethic, who works well independently as well as with team mates to handle assignment and am always ready to go beyond basic.
Overview
14
14
years of professional experience
Work History
Assistant Underwriter
Halcyon Underwriters
05.2023 - Current
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Underwriter Assistant for Small Business up to $25,000 in premium
- Verified data integrity and accuracy.
- Worked all lines of coverage including General Liability, Business Auto, Excess, Workers Compensation, Property, Bonds
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Provided high level of assistance to help with review, classification, coding, and rating of applications.
- I work with agents & underwriters daily to determine the needs of the insured.
SBU Account Manager
Stahl & Associates
01.2015 - Current
- Maintained a book of business in the small business unit ($15,000 threshold) Worked all lines of coverage including General Liability, Property, Business Auto, Umbrella, Workers Compensation, Inland Marine, Bonds. Taking care of daily tasks such as going through activities, DNOC vehicle changes, property/liability changes, assisting in audits, reporting claims,
- Go over accounts that are set to renew to ensure adequate quotes were received from carrier/broker and applications are updated.
- Interacted daily with client and underwriters in regard to changes/information needed on accounts.
- Ran Motor Vehicle Reports
- Marketed new business.
Commercial Lines Assistant
Morse Insurance Agency
01.2011 - 01.2015
- Assist Account Managers (middle market) with daily tasks such as processing/issuing certificates of insurance (that included Additional insured's, waivers of subrogation, Primary and Noncontributory) checking policies, assisting account managers with changes to policies, including vehicle changes, MVR's, driver changes, customer billing, working with underwriters.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
Assistant
Morse Insurance Agency
03.2010 - 01.2011
- Was personal assistant for owner of the company and assisted personal lines department, answering phones, assisting wall-in clients.
Education
High School Diploma -
220 Proper & Casualty Agent License
Apopka, Florida05.1996
High School Diploma Apopka -
Apopka High School
Apopka, FL1996
Skills
- Proficient in Epic
- Proficient in PIPS
- Customer Service
- New account Creation
- Decision making
- Communication
Timeline
Assistant Underwriter
Halcyon Underwriters
05.2023 - Current
SBU Account Manager
Stahl & Associates
01.2015 - Current
Commercial Lines Assistant
Morse Insurance Agency
01.2011 - 01.2015
Assistant
Morse Insurance Agency
03.2010 - 01.2011
High School Diploma -
220 Proper & Casualty Agent License
High School Diploma Apopka -
Apopka High School
Similar Profiles
Raul TerronesRaul Terrones
Dishwasher at Halcyon/Stella Public HouseDishwasher at Halcyon/Stella Public House
Jeize MartinsJeize Martins
Cook Supervisor at Halcyon HealthcareCook Supervisor at Halcyon Healthcare
Catherine WindeckerCatherine Windecker
Barista at Halcyon RestaurantBarista at Halcyon Restaurant
Jay HetrickJay Hetrick
Managing Partner/Owner at J. Charles AssetsManaging Partner/Owner at J. Charles Assets
ALEJANDRO CAMPOSALEJANDRO CAMPOS
FORKLIFT DRIVER at Walt Disney WorldFORKLIFT DRIVER at Walt Disney World