Joann Lindmark
AmWINS Access Insurance Services
Norfolk,MA
12
years of professional experience
Dedicated underwriting assistant with over 8 years of experience in insurance applications and customer service. Skilled in time management and teamwork, contributing to streamlined processes and strong client relationships to enhance operational efficiency.
Work History
Underwriting Assistant
9 Years- Processed insurance applications and documentation to ensure compliance with underwriting guidelines.
- Collaborated with underwriters to assess risk factors and determine appropriate coverage levels.
- Utilized underwriting software to manage client files and streamline workflow efficiency.
- Conducted thorough reviews of policy submissions for accuracy and completeness before approval.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
Accounting Office Assistant
3 Years 5 Months- Processed accounts payable and receivable transactions, ensuring accuracy and timely completion.
- Assisted in month-end closing procedures, contributing to accurate financial reporting.
- Maintained organized financial records using accounting software for efficient retrieval and audit readiness.
- Collaborated with team members to streamline invoice processing workflow, enhancing operational efficiency.
- Provided administrative support during audits, facilitating document preparation and compliance checks.
- Trained new staff on accounting systems and office protocols, fostering a knowledgeable team environment.
- Maintained confidentiality of sensitive information by adhering to strict security protocols within the office environment.
Education
No Degree - Spanish
Skills
Technical underwriting
Sales support
Data interpretation
Research
Data collection
Policy development
Teamwork and collaboration
Customer service
Timeline
Underwriting Assistant
AmWINS Access Insurance Services
07.2017 - CurrentRead More
Accounting Office Assistant
Wegmans Supermarket
02.2014 - 07.2017Read More
University of Massachusetts, Amherst
No Degree from Spanish
Read More