JENNIFER LUCERO
San Francisco,CA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
12
12
years of professional experience
Work History
Underwriting Assistant Sr.
Beazley Insurance Services
02.2019 - Current
- Experience with handling Large Commercial Property, Middle Market and Small Business accounts for new business and renewal in the Non-Admitted arena.
- Extensive knowledge of Commercial Property Insurance and various coverages and products.
- Responsible for creating, issuing and releasing quotes and binders through the underwriter instruction and authorization to release to the brokers.
- Effectively trained other new-hire underwriting assistants in the day to day process with the systems and products.
- Handling a high-volume workload within my region and assisting other regions when needed.
Underwriting Assistant Sr.
Rockhill Insurance Company
01.2017 - 01.2018
- Liaison between the Specialty Regional Director and Excess Insurance underwriters and their brokers. Communicating with brokers for information and resolve account matters.
- Analyzing submissions, clearance, determining if within underwriting guidelines, running CAB reports, ordering MVRs, and loss runs. Providing key information to the underwriters.
- Set-up of exposures in the system for renewals and premium bearing endorsements to aid the underwriters for quoting.
- Responsible for policy and endorsement issuance, renewal solicitations, non-renewals and cancellations. Entrusted to review carrier policies to determine changes in exposure or insured information and report findings to the underwriter.
Commercial Insurance Specialist
Wells Fargo Insurance Services
01.2016 - 01.2017
- Assisted Commercial Property and Casualty underwriters with daily account maintenance, quality assurance review on policies, invoicing, and assisted customers with their requests, resolving issues and retrieving documentation.
- (Temped through Aerotek)
Underwriting Assistant/Account Manager
The Hartford
01.2013 - 01.2016
- Account Manager May 2015-2016
- Provided enhanced support for Middle Market underwriters in Commercial Property and Casualty Insurance, with domestic and international accounts in Non-Admitted accounts.
- Received Recognition Award for a special project and going beyond the duties.
- Handled working independently, communicated with agents.
- Responsible for data input into pricing models for catastrophe and loss. Provided detailed reports for submissions to the underwriter.
Underwriting Assistant
01.2013 - 05.2015
- Triaged submissions, determined and assigning class codes for each line of business and input into the system file. Utilized multiple applications for processing accounts and retrieving information. Provided directions for issuance of policies and endorsements.
- Achieved Team Player Award for team player excellence.
Underwriting Assistant
Starr Companies
02.2013 - 05.2013
- Assisted the Product Recall and Crisis Management underwriter. Accomplished the goal of independently completing a large project of searching and processing Surplus Lines documentation for over 100 outstanding accounts, while simultaneously handling current workload.
- Corresponded with agents daily to provide and retrieve information.
- Entered policy information into Salesforce, issued policies and endorsements and used Excel for account management.
- (Temped through Eclaro International)
Education
AA Degree - Business and Business Computers
City College of San Francisco
Skills
- Excellent communication skills with the ability to handle front-line support
- Experienced in Commercial Property and Casualty in Domestic and Foreign Insurance
- Mathematical, analytical and reasoning skills with the ability to solve issues
- Ability to focus, prioritize and handle multiple deadlines
- Strong aptitude with computer systems
- Teamwork and collaboration
- Time management
- Problem-solving
- Attention to detail
- Multitasking
- Task prioritization
- Adaptability
- Analytical skills
Timeline
Underwriting Assistant Sr.
Beazley Insurance Services
02.2019 - Current
Underwriting Assistant Sr.
Rockhill Insurance Company
01.2017 - 01.2018
Commercial Insurance Specialist
Wells Fargo Insurance Services
01.2016 - 01.2017
Underwriting Assistant
Starr Companies
02.2013 - 05.2013
Underwriting Assistant/Account Manager
The Hartford
01.2013 - 01.2016
Underwriting Assistant
01.2013 - 05.2015
AA Degree - Business and Business Computers
City College of San Francisco
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