Rhonda Whoolery
Georgetown,Texas
Summary
History of being effective team member with full understanding of underwriting process and team needs. Well-versed in using Excel to create and update tracking spreadsheets.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Assistant underwriter position. Ready to help team achieve company goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Enthusiastic assistant underwriter eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel .
Overview
38
38
years of professional experience
1
1
Certification
Work History
Assistant Underwriter
Risk Placement Services
01.2014 - Current
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Reviewed renewal applications for insurance coverage and reports from loss control specialists to determine risks.
- Supported review, acceptance or denial of renewal business
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Provided high level of assistance to underwriter and Typist helping with review, classification, coding and rating of applications.
- Monitored underwriting teams performance and provided mentoring to achieve personal and department production goals.
Underwriting Assistant
State Auto Insurance
01.2012 - 01.2014
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
Underwriter
Austin Surplus Lines Insurance
06.1988 - 05.2012
- Prepared new files and assigned tracking identification numbers, resulting in faster retrievals.
- Followed up with staff and customers by phone and email regarding missing or needed information and compiled retrieved information into files.
- Typed insurance policies
- Quoted new and renewal accounts
- Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
TYPIST AND POLICY CHECKER
Farmers Insurance
05.1985 - 05.1988
- Typed official correspondence and reports from handwritten notes and other information sources.
- Organized and maintained precise confidential personnel files.
- Organized and prioritized proofreading, spell checking, document filing and data entry.
- Checked completed work for proper spelling, grammar, punctuation and format.
Education
High School Diploma -
Bastrop High School
Bastrop, TX05.1985
Skills
- Customer Experience
- Office Support
- Account Updates
- Cancellation Policies
- Property Evaluation
- Underwriting Processes
- Inspection Evaluations
- Underwriting Guidelines
- Client Needs Assessment
- Casualty Insurance Industry Knowledge
- Billing Procedures
- Group Sessions
Certification
- Certified P&C License, CISR, ACSR
Timeline
Assistant Underwriter
Risk Placement Services
01.2014 - Current
Underwriting Assistant
State Auto Insurance
01.2012 - 01.2014
Underwriter
Austin Surplus Lines Insurance
06.1988 - 05.2012
TYPIST AND POLICY CHECKER
Farmers Insurance
05.1985 - 05.1988
High School Diploma -
Bastrop High School
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