Lexey Walker

• Evaluated insurance applications for risk and compliance with company guidelines.
• Analyzed client information to determine appropriate coverage levels and terms.
• Collaborated with agents to clarify underwriting requirements and expedite approvals.
• Collaborated with agents to gather necessary documentation for underwriting decisions.
• Collaborated with other departments within the organization to ensure efficient processing of customer applications.
• Developed relationships with brokers, agents, and external partners who may refer potential customers.
• Participated in meetings with senior management team members regarding strategic initiatives for improving product offerings or increasing market share.
• Attended professional development courses related to insurance underwriting best practices.
• Investigated discrepancies between application information provided by customers versus third-party sources.
• Managed inventory levels to ensure timely availability of products.
• Collaborated with team members to streamline workflow operations including the office mangment .
• Filed paperwork according to standard operating procedures and entered data points into tracking system.
• Reviewed order forms to prepare orders for processing.

Reference: Katie Coffey

katie.coffey@rtspecialty.com

512-293-4877

• Accomplishes department objectives by managing staff; planning and evaluating department activities.
• Maintains staff by recruiting, selecting, orienting, and training employees.
• Ensures a safe, secure, and legal work environment.
• Develops personal growth opportunities.
• Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results.
• Coaches, counsels, and disciplines employees.
• Develops, coordinates, and enforces systems, policies, procedures, and productivity standards.
• Establishes strategic goals by gathering pertinent business, financial, service, and operations information.
• Defines objectives, identifies and evaluates trends and options, chooses a course of action, and evaluates outcomes.

• Collect and verify necessary documents such as financial documents, transcripts, and medical records.
• Determining if a document is valid and acceptable for university requirements.
• Maintained filing systems to ensure easy access to documents.
• Assisted with data entry tasks for accurate record keeping.
• Prepared correspondence and reports for internal communication.
• Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
• Maintained an organized filing system of paper documents and electronic files.

• Presenting policies and analyzing clients finance.
• Collecting payments from policyholders and making sure beneficiaries receive settlements in case of policyholder death.
• Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs.
• Follow through with underwriting to ensure that client applications are being processed in an effective and timely manner.
• Booking appointments every other day before going out into the field.
• Submitting client's information on time ensuring they receive coverage.
• Educated clients on various insurance products and coverage options.
• Assisted clients in completing insurance applications and processing claims.
• Conducted policy reviews to ensure adequate coverage for client needs.