Sandra Schmidt
Winter Park,FL
Summary
Underwriting professional with proven track record in supporting underwriting processes and managing client relationships. Known for excellent analytical skills and results-driven approach. Valued for teamwork and adaptability, ensuring seamless operations and client satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Associate Underwriter
Burns & Wilcox
10.2019 - 08.2024
- Service a book of business under a direct underwriter
- Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes
- Log applications, quote new & renewal business
- Bind new business, renewals and endorsements, post invoices, and process policies
- Order, review inspections & and follow up on recommendations
- Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file
- Assist with new business development, & monthly marketing with current agents
Underwriter Assistant
Bass Underwriters
05.2017 - 08.2019
- Quoted, bound & endorsed policies through company rater as well as each carrier's quoting/policy issuance system
- Processed files in ImageRight (image) & AIM (accounting) systems
- Contributed to the team effort to meet the company service and quality standards
- Assisted my Underwriter in achieving top sales person status 3 times
- Created a system to check policy eligibility as related to changes in law & company standards
Senior Sales Agent
Farmers Insurance
07.2014 - 08.2016
- Sell auto, home, and umbrella policies across the country by engaging the potential customer and conducting an in-depth analysis of their needs
- This is done by understanding not only what they have currently, but getting a broad picture of their risk factors and tolerance, and then suggesting products that will fill those needs
- Educate customers regarding gaps in their coverages by getting the full picture of their current policies, and then making suggestions for filling those gaps as necessary to make certain they are fully covered in the event of a loss
- Consistently met and/or exceeded sales goals set by upper management
- Ranked as one of the top 4 people in the company to maintain a 97% or better rating in call quality and overall customer experience satisfaction
Office Manager
Sterling & Schmidt Inc
03.2006 - 06.2014
- Selling & maintaining service for homeowner's, auto, business, inland marine & liability policies, by personally dealing with each customer and spending as much time as needed to meet their individual needs
- Relay and process client as well as company requests for mortgagee changes, declarations page requests, address changes, and anything else service related
- Manage day to day operations of the office such as ordering supplies, handling technical issues with the phone system or copier machine, etc
- Prepare and organize employee records
Auditor
Preferred Compliance Solutions Inc
12.2003 - 10.2005
- Review resident files to help affordable housing communities stay in compliance with the federal government
- Helped and advised the business owners on preparing staff for government audits
- Prepared and delivered timely reports for the audits
Education
Psychology -
Indiana Wesleyan University
Skills
- Insurance Sales
- Underwriting
- Communication
- Organizational
- Decision Making
- Time Management
- Self-Motivated
- Conflict Resolution
- Leadership
- Critical Thinking
- Conceptual Thinking
- Creative Thinking
- Problem Solving
- Technical
Certification
- 440, 03/01/06, Present
- 220, Pending
- Property & Casualty License, Working on AU Designation w/AU 60 passed
Personal Information
- Title: Senior Associate Underwriter
- Work Permit: Authorized to work in the US for any employer
Timeline
Senior Associate Underwriter
Burns & Wilcox
10.2019 - 08.2024
Underwriter Assistant
Bass Underwriters
05.2017 - 08.2019
Senior Sales Agent
Farmers Insurance
07.2014 - 08.2016
Office Manager
Sterling & Schmidt Inc
03.2006 - 06.2014
Auditor
Preferred Compliance Solutions Inc
12.2003 - 10.2005
- 440, 03/01/06, Present
- 220, Pending
- Property & Casualty License, Working on AU Designation w/AU 60 passed
Psychology -
Indiana Wesleyan University
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