Leni Vale
Justin,TX
Summary
Self-motivated insurance professional applies strong problem-solving and decision-making skills in job tasks. Diligent individual with strong work ethic. Skilled at reviewing documents and making accurate decisions. Bringing firm grasp of risk assessments, hazard recognition and acceptance criteria. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Overview
44
44
years of professional experience
Work History
Producer/Administrator - Business Operations
HIH Risk
Dallas, TX
03.2024 - Current
- Enhanced project efficiency by streamlining production
- Established strong relationships with clients, resulting in repeat business and increased referrals.
- Set up all new systems for policy and accounting tracking
- Train any new employees
- Monitor all new business received - set up and assignments
Senior Underwriter
NSM Inc - Care Providers Ins Services
Dallas, TX
12.2022 - 12.2023
- Mentored junior underwriters, fostering their professional growth and enhancing team performance.
- Contracted with NSM for 1 year to help out with training and underwriting
Senior Underwriter
NSM Inc
Dallas, TX
02.2005 - 07.2022
- Improved underwriting decision quality by conducting thorough risk assessments and analyzing client financial data.
- Streamlined underwriting processes for increased efficiency and faster turnaround times.
- Mentored junior underwriters and underwriting assistants, fostering their professional growth and enhancing team performance.
- Maintained strong relationships with brokers, facilitating open communication channels and improving overall business collaboration.
- Conducted regular audits of underwriting files, ensuring compliance with regulatory requirements and internal policies.
- Promoted cross-functional collaboration between departments for better risk management practices and streamlined workflows.
- Developed customized training programs for new hires in the underwriting department to accelerate their ramp-up process.
- Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Managed a high volume of tasks efficiently, maintaining strict deadlines without compromising quality or accuracy.
- Be sure staff was up to date on all compliance aspects of insurance policies.
Underwriting Assistant
Care Provider Insurance Services
Atlanta, TX
07.1999 - 02.2005
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
Underwriting Assistant
Cigna Insurance Company
Dallas Tx
07.1990 - 07.1999
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
Underwriting Assistan
The Hartford
San Antonio, TX
07.1980 - 07.1990
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
Education
High School Diploma -
John Marshal High School
San Antonio, TX05.1972
Skills
- Underwriting guidelines
- Analyzing data
- Documentation Review
- Risk Assessment
- Quality Assurance
- Application Review
- Relationship Building
- Quality Control
- Policy Interpretation
- Coverage Determination
- Quote Preparation
- Agent support
Timeline
Producer/Administrator - Business Operations
HIH Risk
03.2024 - Current
Senior Underwriter
NSM Inc - Care Providers Ins Services
12.2022 - 12.2023
Senior Underwriter
NSM Inc
02.2005 - 07.2022
Underwriting Assistant
Care Provider Insurance Services
07.1999 - 02.2005
Underwriting Assistant
Cigna Insurance Company
07.1990 - 07.1999
Underwriting Assistan
The Hartford
07.1980 - 07.1990
High School Diploma -
John Marshal High School