Frederick Graves
SafePoint Insurance
Tampa,Florida
1
Certification
31
years of professional experience
Dynamic underwriter with a proven track record at SafePoint Insurance, excelling in risk assessment and documentation review. Achieved significant reductions in turnaround times while mentoring junior staff. Expert in underwriting guidelines and data interpretation, enhancing customer satisfaction through effective communication and tailored solutions.
Work History
Underwriter
2 Years 3 Months- Analyzed insurance applications to assess risk and determine appropriate coverage levels.
- Evaluated financial documents to ensure compliance with underwriting guidelines and standards.
- Collaborated with agents to gather necessary information for accurate risk assessment.
- Reviewed loss history reports to identify patterns and inform underwriting decisions.
- Streamlined documentation processes leading to improved efficiency in application processing.
- Mentored junior underwriters on best practices for evaluating complex cases and scenarios.
- Led initiatives to enhance underwriting procedures resulting in reduced turnaround times for applications.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
- Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
- Mentored junior underwriters, providing guidance on best practices and improving overall team performance.
- Enhanced customer satisfaction, providing detailed explanations on underwriting decisions and policy benefits.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
Senior Account Representative
28 Years 1 Month- Cultivated relationships with clients to enhance customer satisfaction and retention.
- Analyzed client needs to provide tailored insurance solutions, increasing policy uptake.
- Coordinated cross-departmental teams to streamline claims processing and improve service delivery.
- Mentored junior account representatives to enhance their sales techniques and product knowledge.
- Assisted in the development of sales strategies to target key accounts and improve overall company revenue.
- Maintained detailed knowledge of company products, services, and industry trends to provide expert guidance to clients.
- Achieved consistent sales targets through diligent account management and proactive business development efforts.
- Mentored junior account representatives, sharing industry knowledge and best practices for career growth.
- Resolved escalated client issues professionally while adhering to established guidelines, minimizing potential losses for the company.
- Enhanced client satisfaction by providing exceptional service and addressing account inquiries promptly.
- Served as the primary point of contact for clients, consistently providing a seamless and positive experience throughout their engagement with the company.
- Met or exceeded sales quotas on consistent basis.
- Utilized sales scripts and advanced closing skills to handle pre-screened inbound and outbound calls with potential customers.
- Developed strong relationships with clients, fostering trust and loyalty to retain business over time.
- Tracked account performance metrics regularly, identifying areas for improvement and implementing necessary action plans.
- Contacted customers to assess satisfaction and current needs.
- Supported customer satisfaction through regular follow-up and communication.
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Kept detailed records of customer interactions for optimal traceability.
- Built relationships with customers and community to promote long term business growth.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Education
Associate of Applied Science - Computer Science
Skills
Underwriting guidelines
Analyzing data
Documentation review
Risk assessment
Application review
Data interpretation
Policy interpretation
Coverage determination
Loss prevention
Certification
AINS and API designations
Timeline
Underwriter
SafePoint Insurance
04.2024 - CurrentRead More
Senior Account Representative
Amica Insurance
05.1995 - 06.2023Read More
Tampa Technical University
Associate of Applied Science from Computer Science
Read More