Jacquelyn Bradham
Tallahassee,FL
Summary
Dynamic Senior Underwriter at PEAK6 with expertise in risk management and data analysis. Proven track record of enhancing workflow efficiency and achieving high customer retention through personalized service. Skilled in mentoring and training, ensuring compliance with underwriting guidelines while consistently exceeding performance targets.
Overview
7
7
years of professional experience
Work History
Senior Underwriter
PEAK6
06.2022 - Current
- Evaluated risk factors to determine appropriate coverage levels for client policies.
- Analyzed applications for accuracy and compliance with underwriting guidelines.
- Collaborated with agents to clarify information and address policy inquiries.
- Conducted thorough reviews of claims history to assess potential risks.
- Streamlined documentation processes to enhance workflow efficiency within the team.
- Mentored junior underwriters on best practices and policy interpretation standards.
- Reviewed policy documents before issuance, ensuring accuracy and conformance to approved standards.
- Maintained compliance with industry regulations and company guidelines during all underwriting activities.
- Consistently met or exceeded performance targets by effectively managing daily workload and adhering to strict deadlines.
- Improved risk assessment accuracy by conducting thorough investigations and evaluating insurance applications.
- Conducted comprehensive risk analyses, ensuring accurate pricing for various types of insurance policies.
- Achieved high levels of customer retention through personalized service and attention to detail in policy creation.
- Collaborated with agents to clarify underwriting requirements and resolve discrepancies.
- Reviewed and approved policy renewals, ensuring compliance with industry regulations.
- Maintained high retention rates among customers by effectively addressing concerns regarding policy terms or premiums.
Personal Lines Account Manager
Acentria
04.2021 - 06.2022
- Managed client accounts, ensuring timely updates on policy changes and coverage options.
- Developed relationships with clients, enhancing customer satisfaction and retention rates.
- Collaborated with underwriters to facilitate policy issuance and resolve discrepancies
- Conducted regular reviews of client portfolios to identify coverage gaps and opportunities for improvement
- Managed client accounts for personal lines insurance, ensuring comprehensive coverage and compliance with industry regulations.
- Assisted clients in understanding policy options, enhancing customer satisfaction and retention rates.
- Collaborated with underwriters to evaluate risk factors and develop tailored solutions for diverse clientele.
- Conducted regular policy reviews and updates, maintaining accuracy and relevance of client coverage.
- Resolved client inquiries efficiently, fostering strong relationships through effective communication and problem-solving skills.
- Provided training to junior staff on best practices for account management and customer service excellence.
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Streamlined policy renewal processes for increased efficiency and reduced client wait times.
Allstate Sales Agent
Greta Langley: Allstate Insurance
12.2019 - 04.2021
- Developed customized insurance solutions tailored to client needs.
- Educated clients on policy options and benefits, enhancing understanding.
- Conducted market research to identify new sales opportunities and trends.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
- Conducted comprehensive risk assessments for prospective clients, tailoring coverage recommendations based on unique requirements.
- Maintained a strong understanding of industry trends and market conditions to better serve clients and anticipate their needs.
- Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
- Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs.
- Streamlined policy renewal processes for increased efficiency and reduced client wait times.
- Identified cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
Specialized Trucking Insurance
Darr Schackow Insurance
10.2018 - 10.2019
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Maintain certificates of insurance (COIs) for vendors, clients, and regulatory bodies.
- Ensure vehicles and drivers meet licensing, registration, and insurance requirements.
- Keep accurate records of policies, vehicles, drivers, and claims.
- Coordinate policy placement, renewals, endorsements, and coverage analysis with brokers and carriers.
- Ensure compliance with DOT, FMCSA, and state insurance requirements.
Education
No Degree - Business Administration and Management
Tallahassee Community College
Tallahassee, FLSkills
- Training and mentoring
- Analyzing data
- Risk management
- Underwriting guidelines
- Microsoft office
- Risk assessments
- Quality assurance
- Data collection
- Policy renewal
- Renewing policies
- Quoting and pricing policies
- Documentation review
Accomplishments
- Achieved a 100% quality assurance (QA) score, demonstrating exceptional accuracy and adherence to standards.
- Earned Top Producer recognition twice in one year based on productivity and performance metrics.
- Selected as a trusted trainer and refresher lead, helping team members improve performance and maintain best practices.
Timeline
Senior Underwriter
PEAK6
06.2022 - Current
Personal Lines Account Manager
Acentria
04.2021 - 06.2022
Allstate Sales Agent
Greta Langley: Allstate Insurance
12.2019 - 04.2021
Specialized Trucking Insurance
Darr Schackow Insurance
10.2018 - 10.2019
No Degree - Business Administration and Management
Tallahassee Community College