Dynamic professional with extensive expertise in underwriting and customer relationship management at XS Brokers. Demonstrated success in risk assessment and process enhancement, providing exceptional service while cultivating robust client relationships.
Overview
24
24
years of professional experience
Work History
PCA
Contact emploee
Dedham, MA
06.2020 - 04.2025
Collaborated with healthcare professionals to develop individualized care plans for patients.
Administered medications orally and topically according to physician orders.
Provided emotional support and companionship to elderly clients experiencing loneliness.
Accompanied clients to appointments and outings as needed.
Assisted patients with range-of-motion exercises as instructed by therapists.
Performed minor housekeeping tasks to maintain cleanliness in patient areas.
Communicated with patients to assess feelings and need for assistance.
Managed household duties, including grocery shopping and running errands for clients.
Underwriter
XS Brokers
Quincy, MA
08.2012 - 04.2024
Executed risk assessment based on underwriting guidelines while ensuring regulatory adherence.
Performed detailed risk analyses to facilitate profitable decision-making in underwriting roles.
Engaged in continuous training sessions to keep abreast of legal updates and compliance standards.
Coordinated with various teams to optimize service delivery and resolve product issues effectively.
Exhibited strong negotiation skills when interacting with customers and agents.
Earned recognition for delivering high-quality customer service consistently across all interactions.
Managed a profitable book of business, strictly adhering to internal policies and guidelines.
Summarized analysis results in comprehensive reports for management review.
Personal Lines Account Executive
Salhaney Insurance
Roslindale, MA
04.2009 - 08.2012
Executed daily account servicing for new and existing clients.
Resolved customer inquiries regarding billing, policy changes, or claims status.
Processed new business applications, renewals, cancellations, and endorsements efficiently.
Developed strong relationships with clients to ensure high satisfaction levels.
Reviewed policies to identify coverage gaps and recommend additional options.
Maintained updated knowledge of financial and insurance products through continuous education.
Responded promptly to inquiries across multiple communication channels.
Collaborated in team environments to enhance workplace productivity.
Billing Executive
Comcast
Malden, MA
11.2006 - 04.2009
Facilitated business growth through analysis of competitors and market trends.
Oversaw customer account management, including pricing structures and payment options.
Maintained audit-ready records during month-end and year-end closings.
Assisted in internal and external audits pertaining to billing accuracy.
Collaborated with collections department for swift resolution of overdue payments.