Maria Teresa Amador
Concord,CA
Summary
Underwriting analyst providing work history assessing data and information to support underwriting decision-making. Detailed when performing tasks such as risk assessment and policy analysis. Consistently met deadlines in a fast-paced, accuracy-driven environment.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Underwriting Assistant
RLI Insurance
Concord, CA
05.2011 - 08.2024
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Verified policyholder's financial information in order to accurately calculate premiums.
- Evaluated reinsurance contracts for cost effectiveness and risk exposure reduction opportunities.
Underwriting Assistant
Zurich American Insurance
San Francisco
03.2007 - 09.2010
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Monitored accounts receivable and payable activity for assigned accounts.
- Verified policyholder's financial information in order to accurately calculate premiums.
- Evaluated reinsurance contracts for cost effectiveness and risk exposure reduction opportunities.
Underwriting Service Assistant
Fireman's Fund
Walnut, CA
07.2005 - 10.2007
- Evaluated new applications for completeness and accuracy while ensuring compliance with company policies.
- Verified accuracy of documents submitted by customers such as tax returns, bank statements.
- Assisted Underwriters with gathering and analyzing data to determine if an applicant meets the criteria for a loan or insurance policy.
- Conducted research on applicants' financial backgrounds, credit scores, and other relevant details to assess risk levels.
- Analyzed financial reports to evaluate credit worthiness of applicants for loans or insurance policies.
- Reviewed and processed applications, documentation, and other pertinent information to ensure accuracy.
- Identified any inconsistencies between documents submitted by customers and existing records.
- Conducted additional research as needed in order to make informed decisions about risk assessment.
- Entered data into underwriting database to track activity during process.
- Performed data entry functions to track information such as payments, account updates and customer interactions.
- Reviewed and analyzed historical financial performance metrics.
- Responded to requests for data searches, office memo drafts, or reference retrievals.
- Performed due diligence by assessing data.
- Created and delivered submissions of documents to professionals.
- Photocopied, documented, and scanned received documentation and filed it for use by professionals.
- Organized both physical and digital files and updated reports to coordinate project materials.
Education
Bachelor of Science - Secretarial Studies And Office Administration
University of The East
Manila, Philippines03-1987
Skills
- Research abilities
- Insurance knowledge
- Policy administration
- Records Management
- Data Interpretation
- Administrative Support
- Team Collaboration
- Drafting correspondence
- Analytical Thinking
- Professional Demeanor
- Reliability
- Support Services
- Strong Problem Solver
- Team building
- Multitasking
- Organizational Skills
- Proofreading
- Filing and data archiving8
- Typing [Number] WPM
- Relationship Building
- Effective Communication
- Problem-solving abilities
- Excellent Communication
- Time management abilities
- Excel spreadsheets
- Attention to Detail
- AR/AP
- Analytical Skills
- Self Motivation
- Task Prioritization
- Business Correspondence Writing
- Adaptability
- Teamwork and Collaboration
- Problem-Solving
- Active Listening
- Continuous Improvement
- Documentation and Recordkeeping
- Interpersonal Communication
- Adaptability and Flexibility
- Interpersonal Skills
- AS/400
- Decision-Making
- Professional and mature
- Written Communication
- Time Management
- Goal Setting
- Professionalism
- Problem-solving aptitude
Affiliations
- Kickboxing
- Body conditioning
- Hiking
- Zumba
- Cooking
- Dancing
Accomplishments
- Spelling Bee champion in High School
Certification
- Series 6 license (Mutual Funds)
References
References available upon request.
Timeline
Underwriting Assistant
RLI Insurance
05.2011 - 08.2024
Underwriting Assistant
Zurich American Insurance
03.2007 - 09.2010
Underwriting Service Assistant
Fireman's Fund
07.2005 - 10.2007
Bachelor of Science - Secretarial Studies And Office Administration
University of The East
- Series 6 license (Mutual Funds)
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