RECHEA DAVIS

Policy Administration

• Process new insurance applications, renewals, endorsements, and cancellations accurately and in a timely manner.
• Maintain policy records in underwriting and policy administration systems.
• Ensure all documentation is complete and complies with internal guidelines and regulatory requirements.
• Issue policy declarations, billing instructions, and supporting documentation to agents and insureds.
• Track policy lifecycle milestones and follow up on outstanding requirements to avoid delays in issuance.

Underwriting Support

• Assist underwriters by gathering, reviewing, and verifying information required for risk assessment.
• Prepare pre-underwriting documentation, including loss runs, inspection reports, and risk summaries.
• Identify incomplete or missing data and communicate with agents or brokers to obtain required details.
• Support the review and analysis of submissions by ensuring data accuracy and flagging inconsistencies.
• Maintain underwriting files and ensure consistent documentation for audit readiness.

Inspections Coordination

• Schedule property inspections in coordination with internal teams, agents, and third-party vendors.
• Monitor inspection status, track completion timelines, and ensure timely follow-up on outstanding reports.
• Review inspection reports for accuracy and escalate discrepancies or concerns to underwriters.
• Maintain a log of inspection activities and provide updates to underwriting and operations teams.
• Collaborate with risk engineering and loss control teams as needed for complex or high-value risks.

• Facilitate the signing of real estate loan documents, including mortgage, refinance, home equity, and buyer/seller packages.
• Verify the identity of signers and ensure they understand the documents they are signing.
• Witness and notarize signatures on legal documents while maintaining impartiality.
• Review loan documents for completeness and accuracy before and after signings.
• Ensure all required signatures, initials, and dates are properly recorded.
• Return signed documents to title or escrow companies promptly and securely.
• Maintain accurate notarial records in compliance with state laws.
• Manage scheduling and travel to borrower locations for mobile signings.

• Provide administrative and operational support to underwriters throughout the policy life cycle, including new business, renewals, endorsements, and cancellations.
• Review and process underwriting documentation to ensure completeness, accuracy, and compliance with company standards and regulatory guidelines.
• Coordinate with brokers, agents, and internal teams to gather missing information and resolve discrepancies.
• Enter and maintain policy data in underwriting and policy administration systems.
• Generate policy documentation, rating information, quotes, and reports for underwriting staff and management.
• Track and follow up on outstanding items to ensure timely issuance and servicing of policies.
• Support continuous improvement efforts by identifying process gaps and recommending workflow enhancements.
• Ensure service-level agreements (SLAs) and key performance indicators (KPIs) are consistently met.