Moxna Patel
Houston,Texas
Summary
Detail-oriented underwriting professional with strong skills in client communication and compliance support. Proven ability to enhance data accuracy and streamline application processes, ensuring efficiency in underwriting operations.
Overview
13
13
years of professional experience
Work History
Underwriting Assistant
Berkeley Oil and Gas
Houston, TX
06.2021 - Current
- Assisted underwriters in evaluating risk factors for policy applications.
- Maintained accurate data entry for policy and claims documentation.
- Coordinated client communication to ensure timely updates and information delivery.
- Obtained renewal information, and maintained business logs. Ordered/reviewed Loss Control, Loss Runs, and MVRs.
- Supported compliance reviews by gathering necessary documentation and reports. - Provided support to underwriters and brokers as requested.
- Reviewed policy documents for adherence to regulatory requirements.
- Collaborated with underwriting team to streamline application processing.
- Provided administrative support to enhance underwriting efficiency and accuracy.
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Supported underwriting team by organizing and maintaining policy documentation for accurate record-keeping.
- Collaborated with team members to enhance workflow efficiency and streamline underwriting processes.
- Maintained organized files for easy access to historical underwriting information and client records.
- Collaborated with other departments such as Claims or Accounting when necessary.
Account Manager
Travelers Oil and Gas
Houston, Texas
11.2012 - 06.2021
- Managed client portfolios by maintaining regular communication and addressing client needs promptly.
- Facilitated performance reporting to assess account health and inform strategic decisions.
- Trained and mentored junior account managers to enhance team performance and client service.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Managed all aspects of $15 Million annual renewal book of business.
- Identified and gathered relevant renewal information to underwrite accounts within authority guidelines in General Liability, Property, Auto, Excess Umbrella, Inland Marine, and Workers’ Compensation.
- Conducted all necessary filings on behalf of insureds for federal and state compliance.
- Drafted proposals outlining services, costs, and benefits for prospective customers.
- Conducted regular account reviews to evaluate client satisfaction and service effectiveness.
Education
Bachelor of Science - Legal Studies
University of Central Florida
Orlando, FL06-2005
Skills
- Data management
- Application processing
- Team collaboration
- Problem solving
- Attention to detail
- Policy drafting
Timeline
Underwriting Assistant
Berkeley Oil and Gas
06.2021 - Current
Account Manager
Travelers Oil and Gas
11.2012 - 06.2021
Bachelor of Science - Legal Studies
University of Central Florida