Summary
Overview
Work History
Education
Skills
Affiliations
Experience
Timeline
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Kassie Ward

Summary

Experienced Underwriting Assistant with 3 years of expertise in supporting underwriting processes. Proficient in data analysis and research, providing exceptional administrative support. Recognized for demonstrating strong decision making and judgment, taking Initiative, and highlighting resourcefulness to enhance team efficiency and ensure accuracy in work outcomes. Committed to provide world-class service and effective communication in all interactions.

Overview

8
8
years of professional experience

Work History

Underwriting Assistant

State Farm
11.2021 - Current
  • Manage multiple applications and maintain quality records in a fast-paced collaborative environment.
  • Analyze and review personal lines policies and procedures.
  • Assist leadership utilizing proficient technical strengths lead team huddles, provide pertinent updates to team members
  • Fosters an inclusive environment by covering monthly diversity & inclusive topics for team members. Initiates team building activities, creating a positive and supportive team culture.
  • Manage intricate customer files independently within the Underwriting Service Mailbox.
  • Specializes in servicing accounts for policyholders in Central states while providing support for East & West states as needed.

Patient Financial Advisor

Parkland Hospital
09.2017 - 08.2020
  • Developed customized payment plans to accommodate diverse financial situations and ease patient burden.
  • Prepared comprehensive documentation supporting appeals against denied insurance claims, often resulting in successful overturning of decisions.
  • Regularly audited accounts receivable reports to ensure accuracy in payments received from both insurers and self-pay clients.
  • Educated patients on available financial assistance programs, helping them access resources for more affordable care.
  • Collaborated with healthcare providers to secure necessary authorizations for medical treatments, minimizing delays in care delivery.

Education

Bachelor of Science - Business MGMT/Leadership

Capella University
10-2028

Skills

  • Research Abilities
  • Problem Solving
  • Strong Ethical Standards
  • Decision Making and Judgement
  • Effective Team Collaboration
  • Technical Proficiency
  • Analytical Skills
  • Accountability

Affiliations

  • BRG: AAF
  • BRG: HOPE
  • Ongoing mentorship with an Underwriter

Experience

  • Recognized as a resource for team members, providing knowledge, expertise, and guidance using different teaching methods to meet learning needs
  • Initiate new opportunities for peer collaboration; actively participate in team chat assisting with team questions.
  • Maintain a strong understanding in product awareness, underwriting knowledge, and resources
  • Proactively took on new projects, tasks, and roles that align with and enhance my current responsibilities.
  • Cross-reference information from various sources to find discrepancies and inconsistencies.
  • Effectively communicate any concerns or questions related to data accuracy to the underwriter or relevant parties

Timeline

Underwriting Assistant

State Farm
11.2021 - Current

Patient Financial Advisor

Parkland Hospital
09.2017 - 08.2020

Bachelor of Science - Business MGMT/Leadership

Capella University

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Kassie Ward