Summary
Overview
Work History
Education
Skills
Timeline
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Jared Chatterton

Stevens Point,WI

Summary

Commercial underwriting with expertise in commercial underwriting, financial review, and loss analysis. Skilled in analyzing applications, claims history, and safety reports to assess risk and determine account action.

Overview

4
4
years of professional experience

Work History

Underwriter

Sentry Insurance
Stevens Point, Wisconsin
08.2022 - Current
  • Reviewed submissions, applications, and supporting documents for policy eligibility.
  • Mentored Underwriter Associate, involving leading underwriting trainings, daily check-ins, answering questions using insurance knowledge, and communicating effectively.
  • Volunteered for projects including Property Grade/PML AUSI implementation, Sentry Success committee, United Way committee, Holiday Party committee, and other Direct Writer events.
  • Analyzed commercial risks using Sentry Insurance underwriting guidelines and appetite.
  • Determined the level of acceptable risk by reviewing applications for coverage and loss control reports.
  • Underwrote renewals by reviewing premium history, claims history and financials to determine action.
  • Interpreted financial statements, loss runs, and safety services reports for risk selection.
  • Utilized underwriter authority to correspond with corporate risk appetite and strategy.
  • Communicated decisions with sales using underwriting expertise.
  • Processed endorsements, policy changes, and account updates in underwriting systems.
  • Documented files to keep track of account characteristics and underwriting decisions.
  • Prepared reports summarizing my underwriting results for management review.

Education

MBA - Applied Leadership & Decision-Making

University of Wisconsin, Stevens Point
Stevens Point, WI
05-2022

Bachelor of Science - Finance

University of Wisconsin, Stevens Point
Stevens Point, WI
05-2021

Skills

  • Commercial underwriting
  • Mentoring
  • Risk selection
  • Coverage analysis
  • Policy review
  • Risk assessment
  • Underwriting systems
  • Decision making
  • Managing risk
  • Professional communication

Timeline

Underwriter

Sentry Insurance
08.2022 - Current

MBA - Applied Leadership & Decision-Making

University of Wisconsin, Stevens Point

Bachelor of Science - Finance

University of Wisconsin, Stevens Point
Jared Chatterton