Efficiently manage and document customer interactions
Patricia McLain
Genoa City,WI
Summary
Reliable underwriting support professional with full knowledge of the underwriting process and skills in evaluating provided information, producing reports, data entry and maintaining file systems. Familiar with preparing quotes, obtaining information and reviewing applications. Seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
25
25
Work History
Underwriting Case Manager Consultant II
Protective
04.2021 - 05.2023
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Compiled data from underwriting files to prepare reports for management review.
- Verified policyholder's financial information in order to accurately calculate premiums.
Life New Business Underwriting Case Coordinator Associate IV
Allstate Life and Retirement
01.2018 - 04.2021
- Maintained accurate documentation of all case activity following agency policy and regulations.
- Created detailed reports on client progress for review by supervisors.
- Administered client follow-up, data collection, data monitoring, and coordination with sales staff and underwriting
Life New Business Underwriting Case Coordinator Associate III
Allstate Brand Operations
01.2016 - 01.2018
- Frequently inspected production area to verify proper equipment operation.
- Verified work aligned with service levels agreed and client requirements.
- Reviewed invoices, payment requests, advance requests, expense reimbursements, and proper coding, prior to approval.
Allstate Financial Underwriting Support
Allstate
01.2013 - 01.2016
- Reviewed and evaluated New Business Life Insurance applications for accuracy, completeness, and compliance with underwriting guidelines.
- Ordered credit reports for underwriting to assess borrower's financial stability and risk profile.
- Maintained updated knowledge of underwriting policies, procedures, and regulations.
Research and Documentation for Yearly Audit
Allstate Life Claims Department
01.2011 - 01.2013
- Developed and implemented quality control systems to ensure product standards were met.
- Conducted regular audits of existing applications to ensure accuracy and compliance with industry regulations.
- Created detailed reports on QC processes, procedures, and results to present to management team.
Education
Business Administration And Management
DePaul University
Chicago, IL12.2025
Skills
- Document Scanning
- Data Collection
- Computer proficiency
- Policy Development
- Data Organization
- Clerical Assistance
- Renewing Policies
- Organization and time management
Timeline
Underwriting Case Manager Consultant II
Protective
04.2021 - 05.2023
Life New Business Underwriting Case Coordinator Associate IV
Allstate Life and Retirement
01.2018 - 04.2021
Life New Business Underwriting Case Coordinator Associate III
Allstate Brand Operations
01.2016 - 01.2018
Allstate Financial Underwriting Support
Allstate
01.2013 - 01.2016
Research and Documentation for Yearly Audit
Allstate Life Claims Department
01.2011 - 01.2013
Business Administration And Management
DePaul University
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