Personable and analytical candidate with keen understanding of risk assessment and financial analysis. Possesses solid foundation in underwriting principles and excels in data interpretation and decision-making. Capable of driving positive outcomes through effective evaluation and risk management.
Overview
27
27
years of professional experience
1
1
Certificate
Work History
Associate Underwriter
Bridge Specialty Group
02.2024 - 12.2024
Increased profitability by effectively managing portfolio risks and making informed underwriting decisions.
Strengthened relationships with brokers and agents, fostering long-term partnerships and generating new business opportunities.
Developed strong analytical skills by consistently evaluating data to identify trends impacting insured losses or exposures.
Assisted in the implementation of new software systems designed to improve overall productivity within the department.
Underwriting Assistant
Transportation Insurance Experts
11.2021 - 11.2023
Developed and maintained technical understanding of relevant classes of insurance
Assisted Brokers with binding documents
Reviewed and processed customer applications & endorsements within established company guidelines
Performed all operations and duties to conduct customers transactions with exceptional customer service
Performed daily system monitoring including review of Broker agreements
Conducted an official examination on accounts for underwriting to ensure MVR’s and Loss Runs are up to date
Followed up with contract owners when information was incomplete to ensure company had a complete policy
Performed premium breakdowns & calculated rates based on selected coverages
Shipping and Receiving Coordinator
Pacesetter Steel, Inc.
03.2014 - 08.2020
Identified and developed working relationships with3rd party carriers to secure full truckload or LTL coverage of freight
Collaborated with vendor and dispatchers to ensure success in meeting customer shipping needs
Negotiated effectively with carriers on competitive rates in current market conditions and business needs for swift delivery service
Prioritized work based on customer and operational needs
Tracked loads in route, scheduled pick-ups, and provided timely delivery updates
Resolved complaints concerning billing and delivery status and escalated service failures to quality control
Completed delivery and acceptance orders, while reconciling shipment quantities with shipment documentation
Supervisor
Molly Maid
06.2011 - 03.2014
Managed a cleaning crew (3) to ensure timely and accurate completion of assigned tasks
Developed duty list for employees and inspected work to ensure proper completion
Assisted in goal setting for the custodial staff and recommended work improvements
Resolved customer issues and concerns, as well as, maintained ongoing customer relationships
Conducted training and development of employees
Maintained inventory equipment and supplies
Owner
Residential House Cleaning
03.1998 - 06.2011
Monitor, control and manage business operations to meet customer expectations
Performed routine cleaning tasks of corporate offices and residential homes
Prepared, submitted and followed up on billing and invoicing
Managed inventory while controlling operating costs
Maintained excellent customer relationships due to level of professionalism and communication
Education
Online Accreditation -
America’s Professor
05.2022
Skills
Deadline oriented & fast paced
Strong people skills through daily interaction with multiple customers
Attention to detail with little mistakes and audit experience
Competent in Microsoft applications
Conflict Resolution
Canal, Great American Insurance, Canopius, Surefyre
Policy review
Underwriting guidelines
Certification
Licensed Insurance Adjuster-[State]-[State Department of insurance].
Languages
English
Full Professional
Timeline
Associate Underwriter
Bridge Specialty Group
02.2024 - 12.2024
Underwriting Assistant
Transportation Insurance Experts
11.2021 - 11.2023
Shipping and Receiving Coordinator
Pacesetter Steel, Inc.
03.2014 - 08.2020
Supervisor
Molly Maid
06.2011 - 03.2014
Owner
Residential House Cleaning
03.1998 - 06.2011
Licensed Insurance Adjuster-[State]-[State Department of insurance].
Online Accreditation -
America’s Professor
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