Analytical professional with experience evaluating risk, managing portfolios, and supporting data‑driven decisions. Skilled in client communication, documentation accuracy, and compliance
Work History
Renewal Underwriter
2 Years
Selective Insurance | 07.2024 - Current
Organize and review submission data, financials, and risk information across all major lines of business to support pricing, quoting, and renewal decisions for a $10M+ commercial portfolio.
Interpret underwriting and predictive modeling outputs and input key financial/statistical data into internal systems to ensure accurate rating and account setup.
Process policy renewals, endorsements, and account changes while performing detailed quality checks to ensure data accuracy, compliance, and complete documentation for binding and issuance.
Coordinate with underwriters, broker agents, and actuarial partners to obtain required information, clarify account details, and support underwriting decisions and workflow efficiency.
Monitor retention, pricing performance, and portfolio trends across assigned agencies and territories to balance profitability, retention, and growth.
Sales Intern
1 Month
ADP | 06.2023 - 07.2023
Sold additional solutions to existing ADP clients in assigned territory using Salesforce, enhancing client relationships.
Prospected new businesses within Retirement Services unit, contributing to pipeline growth.
Collaborated with team members to develop impactful presentations and detailed reports.
Sales Associate
6 Months
Staples | 12.2018 - 06.2019
Processed customer payments, ensuring accurate transactions and customer satisfaction.
Guided customers to products and addressed inquiries to fulfill needs effectively.
Managed inventory by loading, unloading, and replenishing shelves weekly to maintain stock levels.
Education
BSBA - Finance
Kutztown University | Kutztown, PA
Skills
Risk assessment
Portfolio management
Financial analysis
Data management
Microsoft Office (Excel
Word
PowerPoint)
Underwriting guidelines
Organizational skills
Relationship management
Contract negotiation
Portfolio analysis
Certification
The Institutes, Associate in Commercial Underwriting (AU), Associate in Insurance (AINS)
Financial Psychology Institute, Psychology of Financial Planning Program