Summary
Overview
Work History
Education
Skills
Timeline

Rosalind Perez

Villa Rica,GA

Summary

Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. Hardworking and passionate job seeker with strong organizational skills eager to secure an Underwriting Analyst position. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. 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. Ability to handle multiple projects with a high degree of accuracy.

Overview

19
19
years of professional experience

Work History

Underwriting Business Analyst

Starr Companies
01.2022 - 02.2023
  • Optimized data access and storage to improve performance of analytics systems
  • Analyzed data to identify root causes of problems and recommend corrective actions
  • Developed and implemented data governance policies and procedures
  • Provided technical support for troubleshooting analytics and reporting issues
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement
  • Developed customized reports, summarizing and presenting data in visually appealing format
  • Interacted with internal customers to understand business needs and translate into requirements and project scope
  • Performed gap analysis to identify areas of improvement

Underwriting Analyst Team Leader

Starr Companies
05.2021 - 01.2022
  • Collaborated with Operations Manager and Regional Underwriting to resolve Workers' Compensation criticisms
  • Evaluated applications to determine insurance coverage and appropriate risk classifications
  • Prepared Proposals for Underwriters for them to meet with customers, agents and brokers to negotiate terms, conditions, coverage, price, and service delivery
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment
  • Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement
  • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals
  • Trained seven employees in 2022 for the underwriting team by coaching subordinates on underwriting policies and decisions
  • Collaborated with other professionals to develop innovative underwriting solutions
  • Coordinate and review annual premium audits for accuracy prior to billing
  • Coordinate and review annual premium audits for accuracy prior to billing
  • Prepare and distribute Conditional Renewal Notices to Brokers and Insured's 120 days prior to renewal

Sr. Underwriting Analyst

Starr Companies
09.2018 - 05.2021
  • Correspond with Managers, Underwriters and Underwriting Analyst to resolve Workers’ Compensation criticisms
  • Responsible for all aspects of implementing and handling of large loss sensitive accounts
  • Trained new hires and seasoned Underwriting Analyst as needed on underwriting policies and decisions
  • Responsible for clearing new business submissions
  • Reviews and coordinates annual audits for accuracy; along with audit revisions and/or discrepancies
  • Reviewed submissions to effectively underwrite Workers' Compensation, General Liability, Auto Liability and Auto Physical Damage
  • Assembles the coordination for sending and following up on legal agreements and documentation
  • Coordinates managing the engineering set up surveys on new current and previous renewal business applications
  • Prepares and distributes Conditional Renewal Letters
  • Actively participates on the in-house training continuum program
  • Expert resource for training new hires; along with being a mentor
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment
  • Collaborated with other professionals to develop innovative underwriting solutions
  • Evaluated applications to determine insurance coverage and appropriate risk classifications
  • Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement
  • Prepared Proposals for Underwriters to meet with customers, agents and brokers to negotiate coverage, price, and service delivery
  • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals

Senior Account Manager

Travelers
06.2013 - 09.2018
  • Responsible for all aspects of implementation and handling of large loss sensitive accounts with revenues between $1,000,000 to $5,000,000
  • Responsible for clearing new business submissions with the team
  • Reviews and coordinates annual audits for accuracy; along with audit revisions and/or discrepancies
  • Assembles the coordination for sending and following up on legal agreements and documentation
  • Coordinates managing the engineering set up surveys on new and current renewal business applications
  • Reviews loss runs and coordinate with claims any loss that the reserve amount can be adjusted
  • Identifies bureau criticisms and efficiently resolves issues
  • Interacts with Account Executives remotely and brokers daily in an interdisciplinary collaboration model along with letters of credit and cash collateral
  • Establishes teamwork by partnering on the collateral worksheet project
  • Prepares all collateral worksheets on all new business and renewal business accounts
  • Coordinates clients financials for all named insured’s
  • Provides and prepares the proper documentation of report expenses and accounts and sends
  • Sends Notice of State Elections to the Insured for signature
  • Prepares and distributes Conditional Renewal Letters
  • Develops, implements and concludes the Complete Quality Field Performance
  • Reviews quarterly (in-house audits)
  • Actively participates on the in-house training continuum program
  • Expert resource for training new hires; along with being a mentor
  • Liaison, Subject Matter Expert (SME) and Change Champion for Transaction, National Accounts Division


Account Manager

Travelers
11.2003 - 06.2013
  • Recorded accurate and efficient records in customer database.
  • Reviews and coordinates annual audits for accuracy; along with audit revisions and/or discrepancies
  • Accountable for sending legal agreements and following up on those legal agreements
  • Coordinated and facilitates setting up engineering surveys’ on new and renewal business accounts
  • Rate General Liability using Gen-A-Rate, and Workers’ Compensation using Rapid 1
  • Reviews loss runs and coordinates with claims any loss that the reserve amount can be adjusted
  • Interacts with the LSP Partner (Loss Sensitive Pricing Program)
  • Collaborates remotely with Account Executives
  • Expert resource for training new hires; along with being a mentor
  • Worked with Account Executives to facilitate client satisfaction and renewed customer relations
  • Attended monthly sales meetings and training as needed
  • Consulted with Account Executives to supply accurate product and service information
  • Served customers with knowledgeable, friendly support at every stage of quoting an account
  • Performed effectively in self-directed work environment
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
  • Coordinated with internal teams to facilitate prompt delivery of Proposals and Binders
  • Maintained and utilized diverse client base
  • Kept detailed records of daily activities through online account database
  • Developed and maintained strong working relationships with Account Executives and management throughout the company
  • Presented professional image consistent with company's values
  • Maintained current knowledge of evolving changes within the company
  • Built relationships with customers and brokers and insureds to promote long term business growth
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor

Education

No Degree - Bachelor of Science in Health Care Administration

American Intercontinental University, Schaumburg IL
05.2016

GPA: 3.79

  • Honor Roll 2016 and 2017
  • Professional Development: Healthcare
  • 3.79 GPA

No Degree - Associates of Business

American InterContinental University, Schaumburg, IL
09.2013
  • Honor Roll 2013 and 2014
  • 3.79 GPA

Skills

  • Microsoft Office Applications
  • Microsoft Teams
  • User Acceptance Testing (UAT)
  • Pivot Tables
  • Staff Training
  • Underwriting Analysis
  • Underwriting Support
  • Underwriting Processes
  • Underwriting Collaboration
  • Underwriting Knowledge
  • Underwriting Understanding
  • Insurance Underwriting
  • Underwriting Regulations

Timeline

Underwriting Business Analyst - Starr Companies
01.2022 - 02.2023
Underwriting Analyst Team Leader - Starr Companies
05.2021 - 01.2022
Sr. Underwriting Analyst - Starr Companies
09.2018 - 05.2021
Senior Account Manager - Travelers
06.2013 - 09.2018
Account Manager - Travelers
11.2003 - 06.2013
American Intercontinental University - No Degree, Bachelor of Science in Health Care Administration
American InterContinental University - No Degree, Associates of Business

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Rosalind Perez