Accomplished personal and commercial risk evaluator skilled in strategic analysis, public speaking, project management, high net worth customer relations and the underwriting of both admitted and surplus lines of insurance.
Overview
9
9
Years of insurance experience
Work History
Underwriting Operations Manager
Pathpoint, Inc
Remote, USA
06.2021 - Current
Reviewed general liability, property, excess, casualty, umbrella, cyber and tech applications to evaluate eligibility, rate policies and determine premium
Analyzed property inspections and loss reports
Completed quality screenings and release testing
Provided technical mentoring to lower-level associates and other functional areas
Managed all aspects of account administration from quoting to policy issuance, endorsements and cancellations
Worked closely with product, engineering and marketing to identify and isolate bugs and maintain smooth, cohesive workflows, while growing book of business
Cultivated strong relationships with customers as well as strategic corporate partners
Business Services Associate II
AIG, Inc
Berkeley Heights, NJ
11.2018 - 06.2021
Built broker relationships while demonstrating customer focus
Served as final point of review for new business
Completed new business issuance, endorsement processing, renewal review, policy re-writes and cancellations
Contributed to company-wide initiatives, as well as special projects for Private Client business unit
Adhered to underwriting guidelines, moratoriums and fluctuating processing standards
Effectively utilized multiple reporting systems to accurately identify risk potential
Handled delicate VIP client matters with concise and thoughtful communication
Product/Technical Support Agent
Concentrix Corporation
Remote, USA
09.2015 - 01.2018
First point of contact for various Concentrix clients including Apple and Intuit TurboTax
Responsible for quickly and efficiently providing exceptional technical assistance to customers
Provided assistance in solving wide array of customer service issues, including those pertaining to customer email &password resets
Performed technical troubleshooting for Windows/Mac, shipping & billing, product downloads, etc
Consistently exceeded customer satisfaction expectations, receiving excellent scores from customer surveys for duration of employment
Increased efficiency among department with prompt resolution of system issues
Assistant Database Administrator
MetLife
Bridgewater, NJ
03.2010 - 03.2015
Functioned as assistant to database administrator
Was first point of user contact for databases containing over 1 million personal records
Provided support and troubleshooting insight to MetLife's Northeast Region Life Claims & Record-keeping departments
Responsible for daily database maintenance
Prepared monthly seriatim for Life Claims Federal Regulatory Reporting consisting of $5M+ in payments to decedents' beneficiaries
Created streamlined bi-weekly progress reports including charts to convey database maintenance statistics, claim payment records and dollar amounts directly to MetLife Americas Group Life VP and Director
Teller
Wachovia Bank/Wells Fargo
01.2009 - 02.2010
Served customers by accurately and promptly processing transactions while delivering exceptional customer service
Assisted team in growing customer relationships by making sales referrals when appropriate
Followed bank policies, procedures, and security guidelines, complied with federal, state, and local regulations
Managed cash transactions daily and minimized out of balance occurrences
Effectively addressed customer service issues and/or escalated to appropriate person
Participated with financial center team members to consistently meet or exceed customer service and performance goals
Consistently received exceptional service feedback from customers contacted by Gallup following banking transactions
Education
Bachelor of Science - International Business And Administration
Seton Hall University
Skills
Evaluation of general liability, professional liability, homeowners, auto, excess, umbrella, inland marine and cyber risks
Experience underwriting admitted and non-admitted lines of business
Comprehensive insurance policy processing experience with expertise navigating LexisNexis, ODEN and various carrier portals
Exceptional verbal and written communicator
Collaborative with ability to make informed independent decisions
Excellent organizational ability and time management
Proven superior handling of secure/sensitive information
Results-driven with extensive project management experience
Ability to multi-task in fast paced environment
Well versed in underwriting of commercial, personal and high net-worth lines of business
Proficient PC and Mac user with expert knowledge of Microsoft Office suite
Skillful researcher with ability to gather, condense and effectively quantify extremely large sets of data with ease
Timeline
Underwriting Operations Manager
Pathpoint, Inc
06.2021 - Current
Business Services Associate II
AIG, Inc
11.2018 - 06.2021
Product/Technical Support Agent
Concentrix Corporation
09.2015 - 01.2018
Assistant Database Administrator
MetLife
03.2010 - 03.2015
Teller
Wachovia Bank/Wells Fargo
01.2009 - 02.2010
Bachelor of Science - International Business And Administration