Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Leis

Louisville,KY

Summary

Detail-oriented underwriter with a strong foundation in analyzing risk factors and underwriting guidelines. Proven ability to collaborate effectively with agents to resolve issues and enhance policy eligibility.

Overview

19
19
years of professional experience

Work History

Underwriter

Johnson & Johnson
Louisville, KY
08.2023 - Current
  • Analyzed risk factors in insurance applications to determine policy eligibility
  • Collaborated with agents to clarify information and resolve underwriting issues
  • Reviewed claims data to identify trends and adjust underwriting guidelines

Underwriter

Bolton
Louisville, KY
06.2022 - 08.2023
  • Evaluated submissions documentation for accuracy and completeness
  • Quoted submissions.

Assembly Line Worker

Dana
Louisville, KY
03.2019 - 06.2022
  • Operated assembly line machinery to ensure efficient production flow.
  • Conducted quality control inspections to maintain product standards.
  • Collaborated with team members to optimize workflow processes.
  • Trained new employees on safety protocols and operational procedures.

Assembly Worker

Vine and Branch LLC
Louisville, KY
04.2018 - 11.2018

Investment Advisor

J.j.b. Hilliard, W.l. Lyons
Louisville, KY
01.2017 - 06.2017
  • Developed tailored investment strategies aligned with client financial goals.
  • Analyzed market trends to provide informed recommendations on asset allocation.
  • Cultivated strong client relationships through regular communication and trust-building initiatives.
  • Conducted comprehensive portfolio reviews to assess performance and risk exposure.

Investment Advisor

Raymond James
Louisville, KY
12.2006 - 01.2017

Education

Bachelor of Science - Finance

Univerisity Of Lousiville
Louisville, KY
05-1993

Skills

  • Underwriting guidelines
  • Analyzing data
  • Risk assessment

Timeline

Underwriter

Johnson & Johnson
08.2023 - Current

Underwriter

Bolton
06.2022 - 08.2023

Assembly Line Worker

Dana
03.2019 - 06.2022

Assembly Worker

Vine and Branch LLC
04.2018 - 11.2018

Investment Advisor

J.j.b. Hilliard, W.l. Lyons
01.2017 - 06.2017

Investment Advisor

Raymond James
12.2006 - 01.2017

Bachelor of Science - Finance

Univerisity Of Lousiville
Robert Leis