Summary
Overview
Work History
Education
Skills
Timeline
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Heather Roath

Peoria,AZ

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Competent administrative professional supporting underwriting process with effective document evaluation, report writing and file management skills. Proficient in issuing quotes, gathering details and reviewing renewal requests.

Overview

6
6
years of professional experience

Work History

Underwriter Tech

ProAssurance
09.2022 - Current
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
  • Built strong relationships with lenders, brokers and clients for constructive communications.
  • Supported review and acceptance or denial of new or renewal business.

Owner

3 Wide Designs Of AZ
10.2019 - Current
  • 3 Wide Designs of az
  • Owner of screen printing and embroidery business
  • Managed day-to-day business operations.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Consulted with customers to assess needs and propose optimal solutions.

Underwriter

BlueCross BlueShield Of Arizona
01.2018 - 05.2021
  • Blueshield
  • Underwrite small group (2-50) renewals and new groups, process large group bids, process ASC invoice, reconcile all aspects of Retention Accounting.
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Built strong relationships with lenders, brokers and clients for constructive communications.

Enrollment Specialist

Bluecross BlueShield Of Arizona
08.2017 - 01.2018
  • BlueCross blueshield
  • Setup new groups and process new applications for health, life, and dental.
  • Communicated effectively via telephone, email and in person with prospective customers.

Education

Bachelor of Science - Business Management

Bellevue University
Bellevue, NE
03.2018

Skills

  • MS Office guru
  • Detail-oriented
  • Excellent verbal and written communication
  • Self-motivated
  • Multitasker
  • Application Preparation
  • Corrective Actions
  • Issue Resolution
  • Information Verification

Timeline

Underwriter Tech

ProAssurance
09.2022 - Current

Owner

3 Wide Designs Of AZ
10.2019 - Current

Underwriter

BlueCross BlueShield Of Arizona
01.2018 - 05.2021

Enrollment Specialist

Bluecross BlueShield Of Arizona
08.2017 - 01.2018

Bachelor of Science - Business Management

Bellevue University