Dynamic Assistant Underwriter with a proven track record at Philadelphia Insurance Companies, showcasing expertise in underwriting guidelines and exceptional relationship-building skills. Excelled in analyzing data and streamlining the underwriting process, significantly enhancing customer satisfaction. Adept at mentoring junior staff and ensuring adherence to regulatory standards, demonstrating both hard and soft skills.
Overview
26
26
years of professional experience
Work History
Assistant Underwriter
Philadelphia Insurance Companies
11.1998 - Current
Provided high level of assistance to help with review, classification, coding, and rating of applications.
Responded to customer requests via telephone and email and effectively answered questions and inquiries.
Copied, logged and scanned supporting documentation and placed all information in client files.
Verified data integrity and accuracy.
Managed a diverse portfolio of accounts, maintaining a high level of customer satisfaction through proactive communication and prompt service delivery.
Evaluated insurance applications against established criteria, ensuring adherence to company policies and regulatory requirements.
Expedited the underwriting process through effective prioritization and organization of workload.
Contributed to team success by providing training and mentorship to junior staff members.
Maintain knowledge of underwriting rates, rules and guidelines on assigned programs, products, and geographic regions as well as knowledge on overall company workflow, procedures and products.
Accurately enter all risk and exposure information into underwriting rating system following the company's filed rules, rates and underwriting guidelines to calculate premiums which adequately reflect applicant's exposure all while remaining within given underwriter authority.
Processes endorsements for assigned accounts.
Communicate with agents, brokers and marketing department as appropriate to clarify and correct inconsistent, incorrect or missing information, and conduct follow ups to obtain information necessary to process Endorsement requests.
Understands key components of common products in the property & casualty line of business or insurance segment.
Education
Associate in General Insurance - Insurance
The Institutes
Malvern, PA
Skills
Underwriting guidelines
Relationship building
Clerical assistance
Policy renewal
Analyzing data
Renewing policies
Quoting and pricing policies
Problem-solving
Attention to detail
Problem-solving abilities
Multitasking Abilities
Application review
Timeline
Assistant Underwriter
Philadelphia Insurance Companies
11.1998 - Current
Associate in General Insurance - Insurance
The Institutes
Similar Profiles
Jennifer WilliamsJennifer Williams
Senior Billing Solutions Representative at Philadelphia Insurance CompaniesSenior Billing Solutions Representative at Philadelphia Insurance Companies