Samantha Lengal
Austin
Summary
Detail-oriented Underwriting Coordinator with 4+ years of experience supporting underwriting teams in evaluating risk, reviewing financial and insurance documentation, and ensuring compliance with company and regulatory guidelines.
Overview
9
9
years of professional experience
Work History
Underwriting Coordinator
Texas Hospital Insurance Exchange
Austin
03.2020 - 06.2025
- Analyzed financial statements, loss runs, and supporting documentation to ensure compliance with underwriting guidelines and risk selection criteria
- Collaborated with insurance agents to assess client needs, enhancing effectiveness of risk evaluation process
- Distributed renewal solicitations and provided underwriting support for the review of new business and renewal submissions
- Maintained accurate and timely data within underwriting systems and managed electronic and cloud-based filing systems
- Issued and processed general liability and commercial automobile policy endorsements
- Reconciled external audit findings and verified data accuracy to ensure compliance and reporting integrity
Surplus Lines Coordinator
Marsh USA, Inc.
Austin
01.2016 - 08.2018
- Performed compliance and quality reviews of surplus lines insurance and invoicing documents to ensure adherence to state surplus lines regulations and NRRA requirements
- Prepared and filed surplus lines affidavits, state tax returns, and related check requests; reviewed accounts payable transactions and managed client tax refunds
- Calculated surplus lines taxes for multi-state risks and generated pre- and post-binding notices to support accurate policy placement
- Coordinated surplus lines placements by assigning licensed surplus lines producers and supporting special projects.
Education
Bachelor of Business Administration - Finance
New Mexico State University
Las Cruces, NM05.2015
Skills
- Policy & Application Review
- Risk Assessment Support
- Data Entry & Documentation
- Insurance & Financial Analysis
- Regulatory Compliance
- MS Excel, Word and Outlook
- Time Management & Prioritization
Timeline
Underwriting Coordinator
Texas Hospital Insurance Exchange
03.2020 - 06.2025
Surplus Lines Coordinator
Marsh USA, Inc.
01.2016 - 08.2018
Bachelor of Business Administration - Finance
New Mexico State University