Janette Serrano
Hollister,CA
Summary
Dynamic Underwriter Assistant with experience at Capital Insurance Group, adept at analyzing risk factors and delivering precise insurance quotes. Bilingual and proficient in Microsoft Office, I excel in customer service and communication, ensuring compliance with underwriting guidelines while supporting efficient operations. Proven ability to enhance underwriting processes and client satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Underwriter Assistant
Capital Insurance Group
Monterey, USA
12.2021 - Current
- Primarily supports insurance underwriters by gathering and verifying information from applicants, conducting research on potential risks, performing data entry, and ensuring all necessary documentation is accurate and complete to facilitate the underwriting process, ultimately helping underwriters make informed decisions on whether to approve insurance policies based on the assessed risk level.
- Analyzing information to identify potential risk factors based on applicant details and industry standards
- Inputting relevant information into underwriting systems to maintain accurate records
- Ensuring applications adhere to company underwriting guidelines and regulations.
- Managing files, preparing reports, coordinating with agents and brokers, and handling customer inquiries.
- Assisting underwriters in calculating premiums based on risk assessments
Underwriter Assistant
DMI Insurance
Gilroy, CA
12.2015 - 12.2021
- Delivered timely and accurate insurance quotes in fast-paced environment.
- Provided underwriting department with essential information for new and renewal accounts.
- Fulfilled broker requests for loss runs, policy copies, endorsements, quotes, and reinstatement's.
- Prepared supporting reports and letters for Underwriting Specialist file reviews.
- Reinstated or endorsed policies upon receipt of required additional information.
- Processed, printed, and mailed necessary policies and related documentation.
- Executed various administrative duties to support underwriting operations.
Cashier
CASA DE FRUTA
Pacheco, USA
08.2009 - 12.2015
- Process customer transactions, provide customer service, and maintain accurate records.
- Greet customers, answer questions, and provide information about store policies.
- Ensure shelves are stocked and the checkout area is clean.
- Bag or wrap items for customers.
- Help customers with requests and concerns.
- Keep track of transactions, count register drawer contents, and maintain receipts.
- Be knowledgeable about the products available in the store.
- Be able to handle cash and calculate change.
- Be able to deal with delays and unexpected events
Customer Service Representative (Insurance Agent)
Fred Loya Casualty Insurance
02.2013 - 11.2015
- Sell Auto Insurance to potential clients to protect vehicle owners from financial loss through damage, car accidents or auto theft.
Education
High school diploma -
San Benito High School
01.2009
Skills
- Bilingual
- Proficient in Microsoft Office
- AS400
- POS Systems
- Proprietary Data Entry Management systems
- Excellent writing and communication skills
- Excellent Customer Service
- Phone Ethic
- Insurance Sales
Certification
Limited Lines Automobile License, 0I29830, 04/30/13, 04/30/17
Timeline
Underwriter Assistant
Capital Insurance Group
12.2021 - Current
Underwriter Assistant
DMI Insurance
12.2015 - 12.2021
Customer Service Representative (Insurance Agent)
Fred Loya Casualty Insurance
02.2013 - 11.2015
Cashier
CASA DE FRUTA
08.2009 - 12.2015
High school diploma -
San Benito High School
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