Jaclyn Brooks
Summary
Dynamic insurance professional with extensive experience at Hortica, skilled in risk assessment and underwriting guidelines. Proven track record in enhancing operational efficiency and client satisfaction through effective communication and organizational skills. Adept at developing customized solutions and implementing innovative processes to drive business growth and improve service delivery.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Underwriter – Commercial Lines
Hortica®, a Brand of the Sentry Insurance Group
10.2020 - Current
- Analyzed risk factors and assessed applicant data to determine underwriting eligibility primarily in VA, MD, NC & SC.
- Collaborated with team members to streamline documentation processes for improved efficiency.
- Reviewed policy applications for accuracy and completeness, ensuring compliance with guidelines.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Pioneered integration of new technological tools to improve underwriting process.
Regional Account Support Rep Sr
Hortica®, a Brand of the Sentry Insurance Group
10.2006 - 10.2020
- Maintained detailed records of customer interactions using CRM software to ensure accurate follow-up.
- Liaised with sales members, underwriters, auditors and accounts receivable to service and grow a book of business in IL and IA.
- Collaborated with cross-functional teams to streamline processes and improve overall service delivery.
- Assisted in training new team members on company policies and customer service best practices.
- Assisted in onboarding new clients, guiding them through the setup process and providing comprehensive support throughout their journey.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Property and Casualty Insurance Agent
Hosto Financial Services
06.2001 - 10.2006
- Developed customized insurance solutions to meet client needs and mitigate risks.
- Educated clients on various coverage options, enhancing understanding of insurance products.
- Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
- Generated quotes and proposals for clients to match individual needs.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Managed client relationships through regular communication and proactive service delivery.
Education
High School Diploma -
Edwardsville High School
EdwardsvilleSkills
- Underwriting guidelines
- Analyzing data
- Risk assessment
- Application review
- Renewing policies
- Time management abilities
- Quoting and pricing policies
- Multitasking Abilities
- Self motivation
- Pricing strategy
- Organizational skills
- Task prioritization
Certification
- Licensed Property and Casualty Insurance Producer - January 2023
- CISR - Certified Insurance Service Representative - December 2008
- AINS - Associate in Insurance - November 2012
- CISR Elite - Certified Insurance Service Representative - July 2018
- AIS - Associate in Insurance Services - June 2020
Timeline
Underwriter – Commercial Lines
Hortica®, a Brand of the Sentry Insurance Group
10.2020 - Current
Regional Account Support Rep Sr
Hortica®, a Brand of the Sentry Insurance Group
10.2006 - 10.2020
Property and Casualty Insurance Agent
Hosto Financial Services
06.2001 - 10.2006
High School Diploma -
Edwardsville High School
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