Grace Jaeger
Mission
Summary
Dynamic underwriter managing a $3.8 million renewal book, excelling in risk assessment, communication, and staff development. Committed to enhancing team performance and achieving organizational goals.
Overview
7
7
years of professional experience
Work History
Underwriter II
Chubb Insurance
Overland Park
06.2022 - Current
- Documented underwriting findings and communicated decisions to stakeholders efficiently.
- Managed $3.8 million renewal book of business, ensuring optimal client retention.
- Contributed to branch production goal of $2.4 million in private not-for-profit new business for 2025.
- Maintained current knowledge of industry trends, regulations, and compliance requirements.
- Guided junior staff on underwriting procedures to enhance team competency.
- Served as local IMPACT chair, fostering inclusive environments for women in business.
Data Analyst
Balance Innovations
Lenexa
05.2021 - 08.2021
- Analyzed data trends to identify actionable insights for decision-making.
- Assisted in creating dashboards to monitor key performance indicators.
- Analyzed large datasets to identify trends, patterns and correlations for business insights.
Financial Services Representative
SS&C Technologies
Lawrence
08.2019 - 06.2021
- Processed customer transactions efficiently using internal systems.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Established strong and positive working relationships within organization to contribute to team success.
Education
Bachelor of Arts - Business Administration
University of Kansas
Lawrence, KS05-2022
High School Diploma -
Kirkwood High School
Kirkwood, MO05-2018
Skills
- Risk assessment and analysis
- Effective communication
- Staff training and development
- Relationship building
- Portfolio management
- Microsoft 365 suite proficiency
- Team collaboration
- Financial statement analysis
Timeline
Underwriter II
Chubb Insurance
06.2022 - Current
Data Analyst
Balance Innovations
05.2021 - 08.2021
Financial Services Representative
SS&C Technologies
08.2019 - 06.2021
Bachelor of Arts - Business Administration
University of Kansas
High School Diploma -
Kirkwood High School