Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Rachel Sabater

Jacksonville,FL

Summary

Accomplished Underwriting Technician at CNA Insurance, adept in technical underwriting and customer service, enhanced department productivity by streamlining processes. Proven adaptability across roles with a focus on problem-solving and efficiency improvements. Achieved significant customer satisfaction and compliance, demonstrating reliability and critical thinking in fast-paced environments.

Overview

18
18
years of professional experience

Work History

Underwriting Technician

CNA Insurance
02.2023 - Current
  • Increased overall department productivity by consistently meeting or exceeding individual performance metrics.
  • Evaluated submissions against established company guidelines, determining acceptability of risks within delegated authority limits.
  • Provided support in updating internal underwriting manuals, ensuring all procedures were up-to-date with current industry standards.
  • Maintained compliance with industry regulations and company guidelines in all underwriting activities.
  • Improved customer satisfaction by providing prompt responses to inquiries regarding policy coverage and pricing.
  • Collaborated with brokers and agents to gather necessary documentation for accurate risk evaluation.
  • Enhanced underwriting efficiency by streamlining processes and implementing automated workflows.

Mortage Loan Officer

Rocket Mortgage
03.2022 - 01.2023
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Rating Specialist

CNA Insurance
10.2012 - 03.2022
  • Followed all company policies and procedures to deliver quality work.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Review incoming business transactions and related information for completeness, accuracy and quality.
  • Work with underwriter to resolve any discrepancies and process insurance transactions in a timely manner.
  • Perform rating & re-rating pricing and third party data gathering and validation to support new business quotes and policy issuance for multiple lines of business.
  • Review and adhere to department processing guidelines and procedures to ensure accuracy.

Sales and Service Representative

State Farm Insurance
08.2010 - 03.2011
  • Prepared forms, binders and changes for auto and homeowner policies per insured. Assisted policyholders with retention, escalations and quality assurance.
  • Implemented upselling techniques to capitalize on existing client relationships for increased revenue generation.
  • Contact parties involved in new claims to collect facts and evidence from claimants, witnesses or other.
  • Input supporting evidence and reports provided by claimant and other parties involved to submit to regional claims department.
  • Set appointments for financial services products.

Operations Coordinator

Chartis Insurance (Formerly AIG)
12.2007 - 12.2009
  • Reconciled outstanding vendor billing for division.
  • Maintained monthly reports in excel for all incurred branch expenses.
  • Submitted employee expenses through WAVES expense tracking system.
  • Retrieved files for internal audits, state audits and underwriter request.
  • Prepared presentations for senior management meetings.
  • Maintained inventory of legal agreements and purgatory letters.
  • Tracked and reported employee hours through Timepiece software.
  • Collaborated with area managers to evaluate needs and optimize operational plans.

Account Administrator

AIG Insurance
08.2006 - 12.2007
  • Effectively issued new and renewal WC wrap up sub policies utilizing information provided by account broker as well as internal resources.
  • Activated individually assigned Workers compensation policy numbers in work tracking system as they were enrolled into construction wrap up programs.
  • Mailed policies to brokers and insureds within 60 days of respective effective dates.
  • Mailed WC posting notices to account service managers as required.
  • Performed quality review checklists on issued policies.
  • Provided ongoing support to underwriting team in developing proposals, quotes, and presentations for prospective clients.

Education

No Degree - Business Administration

Borough of Manhattan Community College
New York, NY

Skills

  • Technical underwriting
  • Data interpretation
  • Policy administration
  • Customer service
  • Time management
  • Problem-solving
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Critical thinking
  • Adaptability and flexibility

Languages

English
Full Professional
Spanish
Full Professional

Timeline

Underwriting Technician

CNA Insurance
02.2023 - Current

Mortage Loan Officer

Rocket Mortgage
03.2022 - 01.2023

Rating Specialist

CNA Insurance
10.2012 - 03.2022

Sales and Service Representative

State Farm Insurance
08.2010 - 03.2011

Operations Coordinator

Chartis Insurance (Formerly AIG)
12.2007 - 12.2009

Account Administrator

AIG Insurance
08.2006 - 12.2007

No Degree - Business Administration

Borough of Manhattan Community College

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Rachel Sabater