Summary
Overview
Work History
Education
Skills
References
Qualifications Summary
Languages
Timeline
Generic

Lorena Sanchez

Riverside,CA

Summary

Dynamic Commercial Auto Insurance Underwriter with proven expertise at Kemper Insurance in risk assessment and policy writing. Adept at enhancing document review processes and delivering exceptional customer service. Recognized for improving underwriting accuracy and fostering positive client relationships, ensuring compliance with regulatory standards while driving team success.

Overview

19
19
years of professional experience

Work History

Commercial Auto Insurance Underwriter

Kemper Insurance
Riverside, CA
12.2022 - Current
  • Underwrite and to determine if risk is acceptable according to company guidelines.
  • Conduct policy document review via email, fax and policy upload system.
  • Prepare document correspondence.
  • Request additional documentation for eligibility and records confirmation.
  • Assist both agents and customers with product information, change and documents requests.
  • Actively participate to complete projects and accept delegated tasks, as needed.

Policy Underwriter

Aspire General Insurance Services
Rancho Cucamonga, CA
04.2019 - 03.2021
  • Kept policy files organized and updated per processing procedures.
  • Responsible for receiving and reviewing the underwriting requirements necessary to process requests.
  • Reviewed new business policies to confirm accurate policy information was entered to ensure accurate rate provided, make any necessary corrections, issue document requests and underwrite cancellations.
  • Review all uploaded documentation provided by the broker and confirm acceptable documentation provided according to company guidelines.
  • Assisted claims department in policy rescission decisions.
  • Helped with multiple processing tasks within the department when needed.

Sr. Customer Service Representative

National General Insurance Company
Ontario, CA
04.2014 - 04.2019
  • Managed large amounts of inbound calls in a timely manner.
  • Identified customers' needs, clarified information, researched every issue, and provided solutions and/or alternatives.
  • Keep records of all conversations in our call center database.
  • Helped team members who were experiencing difficulties in their duties by guiding them and providing personal coaching.
  • Provided feedback when training opportunities were identified.
  • Researched and resolved escalated requests and/or complaints from internal representatives and external customers.
  • Contributed to a positive work environment by demonstrating cultural expectations, and positive motivation.

Sr. Customer Service Representative

Allstate Insurance Company (Eric Lopez Agency)
Corona, CA
05.2006 - 04.2014
  • Called on policyholders to deliver and explain policy, to analyze insurance programs and suggested additions or changes.
  • Calculated premiums and established payment method.
  • Maintained sole accountability for quality control on each transaction as well as promoted other products and services.
  • Performed job duties; achieved service quality goals and performance metrics within the department.

Education

GED -

01.2020

Property & Casualty CA State Insurance License -

08.2009

Skills

  • Risk assessment
  • Policy writing
  • Document review
  • Data analysis
  • Regulatory compliance
  • Customer service

References

Available upon request.

Qualifications Summary

  • Bilingual English/Spanish
  • Goal oriented
  • Strong work ethic
  • Detailed oriented
  • Compassionate and Empathetic
  • Demonstrate exceptional leadership and coaching/mentoring skills
  • Excellent interpersonal skills with ability to establish working relationships with individuals at varying levels within an organization.
  • Ability to adapt to new situations and learn quickly
  • Ability to work independently as well as collaboratively in a team environment
  • Ability to organize, multi-task, and manage time in an effective capacity
  • Proficient in Word, Excel and Outlook

Languages

Spanish
Native/ Bilingual

Timeline

Commercial Auto Insurance Underwriter

Kemper Insurance
12.2022 - Current

Policy Underwriter

Aspire General Insurance Services
04.2019 - 03.2021

Sr. Customer Service Representative

National General Insurance Company
04.2014 - 04.2019

Sr. Customer Service Representative

Allstate Insurance Company (Eric Lopez Agency)
05.2006 - 04.2014

GED -

Property & Casualty CA State Insurance License -

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Lorena Sanchez