A dynamic and self-driven individual with a results-oriented approach, possessing strong analytical skills, meticulous attention to detail, and a proactive mindset. Prioritizes customer satisfaction, consistently placing the customer at the center of all actions, and communicates effectively.
Overview
9
9
years of professional experience
Work History
Underwriting Associate
Cover Whale Insurance Solutions
12.2022 - 01.2024
Resolved customer issues across various complexities.
Answered inquiries regarding pricing, premiums, policy status, and other policy-related matters. Handled multitasking efficiently by responding to calls, emails, and chats from agents, policyholders, or partners within established timelines.
Reviewed and processed applications and policy changes following underwriting guidelines.
Conducted premium breakdowns, calculating rates electronically or manually, and assessed eligibility based on selected coverage.
Managed the processing of endorsements, filings, forms, and cancellation letters.
Cultivated relationships with agency partners to facilitate renewals through top-notch service.
Educated agents on Underwriting Guidelines and other resources using the quoting platform provided by Cover Whale.
Licensed Insurance Broker & Recruiting Manager
Family First Life
02.2022 - 10.2022
Developed strong relationships with clients, resulting in a high level of trust and repeat business.
Developed strong candidate pipelines by leveraging social media, job boards, and networking events.
Optimized applicant tracking system to streamline recruitment workflow, resulting in improved productivity levels.
Streamlined interview scheduling process, enhancing coordination between candidates, recruiters, and hiring managers while reducing administrative burden on all parties involved.
Quality Manager
ALTIG-American Income Life Insurance
03.2015 - 02.2022
Oversaw staff performance and operations to ensure consistent departmental functioning.
Conducted recruitment and interviews for open positions, collaborating with upper management to establish quality standards. Reviewed daily verification reports from corporate and took appropriate actions as needed. Developed quality control procedures to ensure team compliance with requirements.
Maintained records of quality reports and other documentation for reporting to the CEO and CFO.
Streamlined processes for increased operational efficiency and optimized revenues.
Provided training to the sales team, offering resources to enhance skills and identify growth opportunities.
Facilitated timely and accurate resolution of complex customer issues to strengthen customer relationships.
Evaluated sales staff performance based on clearly defined metrics to achieve departmental milestones and adhere to company policies.
Supported sales team members in driving growth and development.
Created presentation materials for sales, customer relations, and management purposes
Education
Business Administration
Southern New Hampshire University
Hooksett, NH
GED -
Issaquah High School
05.2011
Skills
Administrative Assistance
Communication
Customer Service
Microsoft Office
Skilled Multi-tasker
Leadership
Microsoft Excel
Microsoft Word
Teamwork
Time Management
Microsoft PowerPoint
Organization Skills
Accomplishments
2019 Altig Employee of the Year
Top Performer Award Altig (June 2022, Sept 2018, Mar 2018)
Timeline
Underwriting Associate
Cover Whale Insurance Solutions
12.2022 - 01.2024
Licensed Insurance Broker & Recruiting Manager
Family First Life
02.2022 - 10.2022
Quality Manager
ALTIG-American Income Life Insurance
03.2015 - 02.2022
Business Administration
Southern New Hampshire University
GED -
Issaquah High School
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