Patti Bradley
Beech Grove,IN
Summary
Proven leader in surety underwriting and customer service, excelling in multitasking and time management. At Liberty Mutual, I spearheaded the Midwest Region's underwriting support, significantly enhancing workflow efficiency. My adaptability and strong problem-solving skills led to successful team training, showcasing my commitment to driving results and fostering reliability.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Surety Underwriting Assistant III
Liberty Mutual
01.2017 - Current
- Provide excellent support to 3 underwriters while taking incoming calls, chats and emails to serve agents and customers.
- Have thorough knowledge of commerical transactional bonds including understanding bond form language.
- Expert for the most complex transactions and workflows including issuing new bonds, renewals, cancellations, endorsements and reinstatements.
- Prepare comprehensive accounts receivable reports monthly to process cancellations, collections and write-off's.
- Lead and solely ran the Midwest Region providing underwriting support for all Midwest states.
- Train and mentor current and new employees
Gold CSR
Safeco Insurance Member of Liberty Mutual
08.2007 - 01.2017
- Managed high call volumes, providing excellent customer service while multitasking in a fast-paced environment.
- Provided coverage counseling to agent and customers
- Educated agents on navigating company systems
- Expert in educating agents on the Registry of Motor Vehicles in Massachusetts
Personal Lines Underwriting Supervisor
Insurance Brokers
02.1990 - 08.2007
- Underwriting Supervisor and Frontline Underwriting for multiple Insurance companies
- Project Management
- Led team of insurance agents in testing and implementing new software systems.
- Performed underwriting and processing of error reports, changes, new business and billing.
Education
No Degree - Business Computer, Applications, Programming
Ivy Tech Community College of Indiana
Indianapolis, INHigh School Diploma -
Franklin Central High School
Indianapolis, IN05.1989
Skills
- Strong Problem Solver
- Excellent in Time Management
- Strong Multitasking Abilities
- Reliability
- Adaptability and Flexibility
- Strong in Decision-Making
Certification
Licensed in Property and Casualty
AINS 21
Licensed in Surplus Lines
Additional Information
Technology Skills;
Microsoft Office, Excel, Powerpoint, Word and Outlook
Workbench, Ebonding, Sharepoint, SOD, BI and A/R Reports
Timeline
Surety Underwriting Assistant III
Liberty Mutual
01.2017 - Current
Gold CSR
Safeco Insurance Member of Liberty Mutual
08.2007 - 01.2017
Personal Lines Underwriting Supervisor
Insurance Brokers
02.1990 - 08.2007
No Degree - Business Computer, Applications, Programming
Ivy Tech Community College of Indiana
High School Diploma -
Franklin Central High School