Loretta Pena
UNION CITY,CA
Summary
Dynamic Senior Underwriting Assistant with a proven track record at Alaska National Insurance Company, excelling in policy evaluation and premium calculation. Adept at training junior staff and enhancing customer service, I consistently deliver accurate policy documentation while fostering professional development within the underwriting team.
Overview
26
26
years of professional experience
Work History
Senior Underwriting Assistant
Alaska National Insurance Company/Copperpoint Insurance
12.2000 - 06.2024
- Supported senior underwriters by researching and reviewing risks associated with potential new accounts.
- Supported senior executives in their requests for special projects related to newly acquired accounts as well as non-renewed accounts
- Issued new and renewal polices as well as policy endorsement changes
- Coordinated training sessions for junior staff members to facilitate their professional development within the field of underwriting.
Undewriting Assistant
HIH Insurance Company
08.1998 - 12.2000
- Ensured compliance with all regulatory requirements maintaining record-keeping and strict adherence to company policies.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
- Issued policies, policy renewals and policy change endorsements.
Education
Associate of Science -
Heald Business College
Hayward09-1987
Skills
- Policy evaluation criteria
- Training and mentoring
- Proficient in Microsoft Office
- Portfolio management
- Endorsement processing
- Premium calculation
- Customer service
- Problem-solving
Timeline
Senior Underwriting Assistant
Alaska National Insurance Company/Copperpoint Insurance
12.2000 - 06.2024
Undewriting Assistant
HIH Insurance Company
08.1998 - 12.2000
Associate of Science -
Heald Business College
Superior Service Award
The Superior Service Award is an award given to one employee in the region per year.
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