Karen Wilson
Kansas City,KS
Summary
Professional Underwriting Assistant with experience working within Insurance Industry. Experience in providing support and assistance to underwriting staff, with a primary focus on Personal Lines and Property and Casualty Lines of Business. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
8
8
years of professional experience
Work History
Underwriting Assistant
Forrest T Jones
03.2024 - 11.2024
- Provide support and assistance to underwriting staff, with a primary focus on Personal Lines and Line of Business
- Entry of new/renewal applications into Carrier System
- Tracking and logging submissions
- Corresponding with subagents
- Corresponding with internal staff
- Entry into Agency Management System
- Various clerical tasks for Director and Underwriters
Underwriting Assistant
Med James
Overland Park, KS
04.2021 - 12.2023
- Provide support and assistance to underwriting staff, with a primary focus on property and casualty line of business
- Responsible for invoicing carriers and sending the required documentation to the agent
- Issuing policies and sending all required documentation to the agent and carrier
- Responsible for making sure applications are entered into the PPS system and submission letter sent to agent
- Completing non-money endorsements and sending documentation to the agent
- Back up in the Mail Room opening mail and picking up all outgoing mail from different departments and sending it through mail machine for post office to pick up
Data Entry Clerk
Examinetics
Overland Park, KS
08.2020 - 04.2021
- Responsible for entering hearing data into their corporate systems and finishing files for the Audiologist to read.
Customer Care Agent
SelectQuote Insurance
Overland Park, KS
06.2020 - 08.2020
- Responsible for making outbound calls to newly bound customers for Medicare and Medicaid insurance and answering any questions they may have and offer any additional coverage that they may need.
Underwriting Support Specialist
SelectQuote Insurance
Overland Park, KS
11.2018 - 06.2020
- Determined why the policy is being cancelled and informed agent to follow up to prevent cancellation
- Retrieved all ASI CA e-sign applications in CRM, sent them to the Insured for signature via DocuSign
- Maintained information on Excel spreadsheet for ASI and Progressive
- Looked up all Progressive and ASI information in Carrier’s site
- Reviewed carrier’s internal system to confirm applications have been signed
- Sent tickets to agents for missing signatures on Progressive and ASI applications
Personal Lines Processor
SelectQuote Insurance
Overland Park, KS
06.2017 - 11.2018
- Retrieved all bound applications for multiple carriers
- Sent applications through DocuSign for applicants’ signature
- Retrieved signed applications from DocuSign saved them as PDF and downloaded them into CRM
- Sent emails to Agents regarding applications missing from CRM
- Answered emails from all customer service agents regarding applications needing to be resent
Education
High School Diploma -
Basehor High School
Basehor, KSSkills
- Policy Management
- Detail-Oriented Mindset
- Invoice Management
- Effective Policy Execution
- Analytical Problem-Solving
- Document Organization
- Flexible Problem Solving
- Effective Team Collaboration
- Process Coordination
- Service Excellence
- Collaborative Teamwork
- Document Coordination
- Clear Communication
- Proficient in AS/400 Systems
- Critical Thinking Abilities
Affiliations
- Love to Bowl
- Outdoor Activities - Gardening and taking care of Yard
Timeline
Underwriting Assistant
Forrest T Jones
03.2024 - 11.2024
Underwriting Assistant
Med James
04.2021 - 12.2023
Data Entry Clerk
Examinetics
08.2020 - 04.2021
Customer Care Agent
SelectQuote Insurance
06.2020 - 08.2020
Underwriting Support Specialist
SelectQuote Insurance
11.2018 - 06.2020
Personal Lines Processor
SelectQuote Insurance
06.2017 - 11.2018
High School Diploma -
Basehor High School
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