Patricia Thomas
Waterford Works,New Jersey
Summary
Dynamic Professional Liability Underwriting Assistant at DUAL NA, Inc. with a proven track record in process optimization and compliance. Skilled in document management and relationship building, I successfully reduced policy issuance turnaround times while enhancing customer satisfaction through effective communication and problem-solving abilities. Committed to fostering a knowledgeable team environment.
Proficient policy interpretation, completing required policy documents assemblage for issuance, successful in preparing documents and in detailed policy issuance. Known for reliability and adaptability with quick capacity to learn and apply new skills.
Overview
20
20
years of professional experience
Work History
Professional Liability Underwriting Assistant
DUAL NA, Inc.
10.2005 - 07.2025
- Coordinated underwriting documentation and ensured compliance with regulatory standards by consulting Operations Team Leader for specific state compliance.
- Collaborated with cross-functional teams, such as IT, Operations Team, Specific Policy Document(s)Program Techs to resolve client inquiries and improve policy issuance service delivery.
- Maintained organized files and records to ensure easy access to critical information for audits.
- Trained new staff on underwriting procedures and best practices, fostering a knowledgeable team environment.
- Implemented process improvements that reduced turnaround times for policy approvals and renewals.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Maintained a high level of professionalism in all interactions with Brokers, Broker Assistants ensuring that their needs were met in a timely and satisfactory manner.
- Provided excellent customer service to agents and brokers, fostering strong relationships and facilitating timely communications on policy updates.
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Trained and delivered feedback to Lead Team person underwriting team by coaching subordinates on underwriting policies and decisions.
- Responded to Underwriters, Brokers, Broker Assistants requests via telephone and email and effectively answered questions and inquiries.
- Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
- Maintained high levels of accuracy in data entry, reducing errors in policy issuance and minimizing potential losses.
- Developed and maintained strong relationships with brokers, ensuring smooth communication and transaction processes.
- Improved customer satisfaction by quickly addressing and resolving queries related to underwriting processes.
- Facilitated smoother policy issuance by closely coordinating with policy administration team, addressing any issues promptly.
- Facilitated training sessions for new staff, sharing knowledge on best practices and company-specific underwriting software.
- Trained and supervised employees on office policies and procedures.
- Drafted common document templates to reduce time spent creating documents from scratch.
- Volunteered to help with special projects of varying degrees of complexity.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Proofread and edited documents for accuracy and grammar.
Education
High School Diploma -
Paul VI High School
Haddon Heights, NJSkills
- Research; Data Interpretation; Proof Reading; Excel Spreadsheets; Word processing; Bookkeeping; Mail Handling;
- Document Management; Document Scanning;
- Office equipment operation;
- Document organization
- Policy administration;
- Support services;
- Multitasking; Time management; Excellent Communication; Organizational skills; Team Collaboration; Telephone and email etiquette;
- Active listening; Relationship building; problem solving abilities;
- Adaptability and flexibility; Decision-making;
- Documentation and recordkeeping;
- Process optimization
- Professional and mature; Task prioritization; Self motivation; Workflow management; Time management abilities; Quality Control; Policy implementation; Problem Solving Aptitude
Timeline
Professional Liability Underwriting Assistant
DUAL NA, Inc.
10.2005 - 07.2025
High School Diploma -
Paul VI High School