Jantae Carson

• Collaborated with underwriters to analyze insurance applications and determine associated risk factors for informed decision-making.
• Systematically organized and updated policy documents and client interaction logs for efficient retrieval and reference.
• Managed the exchange of information between clients and underwriting teams to ensure seamless process execution.
• Conducted comprehensive reviews of documentation to verify alignment with company guidelines and completeness requirements.
• Analyzed data and compiled detailed documentation to assist underwriters in determining appropriate coverage limits and premium pricing strategies.

• Analyzed customer insurance needs to recommend appropriate coverage options.
• Streamlined claim processing workflows, enhancing efficiency and accuracy.
• Mentored junior staff on best practices in policy management and customer service.
• Developed training materials to support team onboarding and ongoing education.
• Facilitated communication between clients and underwriters to address complex inquiries effectively.
• Followed up on denials, late payments, extensions and other special circumstances.
• Maintained high standards of customer service by building relationships with clients.
• Resolved discrepancies in insurance payments by collaborating with carriers.
• Acted as subject matter expert, answering internal, and external questions and inquiries.

Interview clients, review their financial situation, and assess risks to understand their needs.

Prospect for new clients via networking, referrals, cold calls, and leads.

Explain complex policy features, benefits, and terms for various insurance types (life, health, auto, home,

etc.).

Prepare quotes, process applications, secure underwriting approval, and handle policy delivery.