Motivated individual with business acumen and willingness to take on challenging roles. Tech-savvy and quick learning with technical know-how, analytics experience and customer service abilities to support and drive substantial growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Underwriting Assistant
Indigo
Remote
05.2024 - 02.2025
Reviewed applications for completeness and accuracy of information.
Responded promptly to inquiries from internal departments regarding underwriting matters.
Compiled data from underwriting files to prepare reports for management review.
Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
Internal Analyst
American Insurance Services Agency
Eau Claire, WI
05.2023 - 05.2024
Assisted in the preparation of monthly financial statements and reports.
Reconciled bank accounts on a regular basis.
Provided support to upper management with special projects related to finance or accounting processes.
Researched discrepancies in commission payments, reconciled errors, and issued refunds when necessary.
Developed processes to streamline the calculation and payment process for commissions.
Actuarial Intern
Pacific Life
05.2021 - 09.2021
Analyzed actuarial data to develop pricing models and forecasts.
Performed pricing analysis on proprietorial programs.
Studied profit statements using Microsoft Excel to calculate premiums, reserves, and other calculations.
Prepared reports for management summarizing analysis results and recommendations.
Participated in meetings with the actuarial team to discuss results of analyses.
Risk Management Student Employee
University of Wisconsin Business Services
Madison, WI
11.2018 - 03.2020
Performed administrative tasks such as filing, data entry, photocopying, mail sorting, and scanning documents.
Reviewed claims to ensure accuracy and compliance with state regulations.
Handled sensitive information in accordance with company policy and HIPAA regulations.
Maintained a database of all current workers' compensation cases.
Communicated effectively with supervisors regarding any issues that arose during the course of handling a case file.
Education
BBA - Actuarial Science
University of Wisconsin - Madison
Madison
12.2022
High School Diploma -
Memorial High School
06.2018
Skills
Advanced in Excel
Proficient with R Studio
Experience with Java
Telephone and Email Etiquette
Team Collaboration and Leadership
Fast Learner
Data Management
Interpersonal and Social Skills
Problem Solving
Certification
Passed State of Wisconsin Insurance License - Property & Casualty in August 2023
Passed SOA exam FM in August 2019
Involvement
University of Wisconsin - Madison: Women in Business (February 2019 - May 2022)
University of Wisconsin - Madison: Actuarial Science Club (September 2018 - May 2022)
Timeline
Underwriting Assistant
Indigo
05.2024 - 02.2025
Internal Analyst
American Insurance Services Agency
05.2023 - 05.2024
Actuarial Intern
Pacific Life
05.2021 - 09.2021
Risk Management Student Employee
University of Wisconsin Business Services
11.2018 - 03.2020
BBA - Actuarial Science
University of Wisconsin - Madison
High School Diploma -
Memorial High School
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