Bachelor of Arts - American History
University of San Diego
San Diego, CA05.1971
Joan Buchanan
Bacliff,TX
Summary
Seasoned underwriter with years of experience with working exacting clients and tight deadlines
Stayed customer focused
Created a partnership with the account executives rather than an adversarial relationship
Strong work ethic and used to working from home and meeting deadlines
Education
Skills
- Managed large self-insured clients
- Worked with field and broker community to help satisfy clients
- Prepared new business and renewal documents for client presentations
- Kept upper management informed of pricing and market changes
Outside Activities
Member of Christus Foundation committee for the Nun Run, a motorcycle fundraiser that each year helps support 17 school bases clinics in disadvantaged schools in Houston area
Have held several officer position in a local Harley owners group. After attending their national officers training one year, I re-wrote their training program. The national Harley owners group paid all my expenses to come critique the new and improved training program the following year.
Review scholarship applications for USD as an alumni
enjoy racing in offshore sailboat events
Work History
Group Underwriter
Baldwin Risk Partners
Houston, TX
11.2021 - 02.2026
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations
- Collaborated with other professionals to develop innovative underwriting solutions.
- Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
Group underwriter
Aetna, a CVS Health
Houston, Tx
12.1999 - 11.2019
- Identified and resolved application discrepancies for accuracy
- Collaborated with other professionals to develop innovative underwriting solutions.
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
Insurance Underwriter
Prudential Healthcare
Houston, TX
02.1976 - 12.1999
- Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
- Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
- Analyzed data to identify trends and predict future insurance needs.
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
- Collaborated with other professionals to develop innovative underwriting solutions.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
Timeline
Group Underwriter
Baldwin Risk Partners
11.2021 - 02.2026
Group underwriter
Aetna, a CVS Health
12.1999 - 11.2019
Insurance Underwriter
Prudential Healthcare
02.1976 - 12.1999
Bachelor of Arts - American History
University of San Diego