Jessica Polson
Wheat Ridge,CO
Summary
Providing extensive business and project management skills for online technology, sales, and financial services. Review of my qualifications will showcase exceptional tenure and a phenomenal work ethic. Experience as an underwriter, retirement plan education specialist in the finance industry, and employee of the technical industry has honed exceptional communication, interpersonal, analytical and organizational skills as well as giving me the ability to stay calm and focused under pressure. Motivation and the ability to handle multiple projects simultaneously with a high degree of accuracy, will be beneficial to the team and the company.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Workers' Compensation Specialist
Rippling
03.2023 - 12.2023
- Analyzed 50 to 100 workers' compensation applications per day. Provided risk assessment, assigned accurate class codes, and communicated with the Sales team to gather information when required
- Audited workers' compensation book of business to make sure risk has been accurately assessed and classified
- Worked with the workers' compensation insurance broker-partner / carrier during the underwriting process and throughout the client life cycle to deliver exemplary client service
- Worked cross-functionally to drive improvements in risk assessment, underwriting and quoting process that lead to efficiency gains and improved risk management inside of Rippling's product
- Supported internal teams as a Rippling PEO workers' compensation subject matter expert.
Renewal Underwriter
Pie Insurance
04.2021 - 03.2023
- Performed underwriting analysis and documentation to determine acceptability of risk in accordance with the company's guidelines and standards for renewal business
- Determined policy retention by assessing risk, profitability and loss history
- Worked with agents to address any areas of concern and gain information about insured's operation to help make a good and profitable decision
- Followed up on additional information requests for quotes, audits, and endorsements as needed
- Achieved daily production goals to drive business and efficiency
- Negotiated renewal terms and conditions.
Underwriting Associate
Pie Insurance
04.2020 - 04.2021
- Led agents through the binding process of a policy
- Acquired all documents necessary to bind a policy
- Corresponded with agents to answer questions and assist them with the binding process
- Formulated next steps for the underwriters with outlined changes or points of attention for accounts outside authority
- Collaborated with underwriting teams to get information needed to bind a policy.
Licensed Insurance Sales Agent
Pie Insurance
04.2019 - 04.2020
- Property and casualty licensed Insurance Agent
- Walked prospects through the quoting process to develop insurance quotes
- Utilized my interpersonal and communication skills and called leads from the lead database to educate and sell workers compensation policies
- Qualified prospects for insurance eligibility
- Achieved production goals and objectives
- Assessed and identified the wants and needs of our customers over the phone
- Partnered with the underwriting team to write an insurance policy and assess risk.
Admissions Coordinator
2U
08.2015 - 04.2019
- Provided project management and client services for digital higher education platform. Drove admission and enrollment goals, launching new learning modules, and regularly seeking out and implementing process improvements for team efficiency and productivity
- Project managed the launch of University of Southern California's new Family Nurse Practitioner Program, ensuring excellence for high-profile deliverables and quantitative results in program enrollment and student satisfaction
- Developed a comprehensive plan to recruit and engage program cohorts, marketing, and educational resources, including managing logistics and content for webinars serving an audience of prospective students
- Defined, initiated, recommended, and implemented strategic projects, tools, and process improvements to develop team capacity and enhance effectiveness toward achieving measurable business results
- Demonstrated capacity to handle multiple competing priorities and meet deadlines to ensure program success
- Provided white glove service to prospects each semester, coaching, mentoring, and delivering technical assistance with program technology.
Education
Bachelor of Arts - International Relations
University of Colorado
Denver, CO01.2013
Skills
- Organizational Skills
- Customer Service
- Time Management
- Legal Compliance
- Analytical Thinking
- Conflict Resolution
- Data Analysis
- Attention to Detail
- Problem Solving
- Decision Making
- Multitasking Abilities
- Computer Proficiency
Certification
- Certified Paralegal, Present
- Property and Casualty Insurance License, April 2019 to Present
Additional Information
Project Management, Business Operations, Analytics, Attention to detail, Process Improvements, Technical Training, Negotiation & Spin Selling, Paralegal/ Insurance, Leadership/Coaching, Communication Skills, Client Training, Customer Service, Strategic Planning, Underwriting, Risk Assessment, Microsoft Office, PowerPoint, Google Sites, Salesforce, Groove, Excel, Westlaw database, SunGard Financial Systems, Hubspot, Insurity, Okta, Slack, Salesloft, NCCI
Timeline
Workers' Compensation Specialist
Rippling
03.2023 - 12.2023
Renewal Underwriter
Pie Insurance
04.2021 - 03.2023
Underwriting Associate
Pie Insurance
04.2020 - 04.2021
Licensed Insurance Sales Agent
Pie Insurance
04.2019 - 04.2020
Admissions Coordinator
2U
08.2015 - 04.2019
Bachelor of Arts - International Relations
University of Colorado