Joy Portello

Personal Lines Underwriter and Service Manager

Acrisure

07.2006 - Current

Analyzed personal lines insurance applications for accuracy and completeness.
Assisted in underwriting decisions by gathering necessary documentation and data.
Collaborated with agents to clarify coverage needs and resolve inquiries.
Reviewed policy terms and conditions to ensure compliance with regulations.
Maintained organized records of underwriting activities and communications.
Participated in training sessions to enhance industry knowledge and underwriting skills.
Contributed to team discussions on improving workflows and enhancing customer service delivery.
Developed strong relationships with agents and brokers to facilitate smooth communication and quick resolution of issues.
Effectively managed multiple accounts simultaneously, ensuring prompt attention to each client''s specific requirements.
Answered customer questions via telephone, email, and web chats.
Applied knowledge of standard criteria to approve or reject applications.
Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring compliance in all underwriting activities.
Identified opportunities for cross-selling additional products or services based on customers'' individual needs.
Streamlined underwriting processes for enhanced efficiency, resulting in reduced turnaround time for policy approvals.
Assisted in training new underwriters, sharing expertise and best practices to improve overall team performance.
Consistently met deadlines for policy issuance by efficiently managing workload and prioritizing tasks as needed.
Maintained high levels of accuracy in documentation by diligently reviewing all applications before submission to carriers.
Provided exceptional service to clients through timely responses to inquiries, clear explanations of complex insurance concepts, and prompt resolution of issues that arose during the policy term.
Developed and maintained strong relationships with customers, agents, and other insurance companies.
Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
Evaluated applications to determine insurance coverage and appropriate risk classifications.