Scot Keith
Castaic,CA
Summary
Detail-oriented professional with a robust underwriting and technical assistant background in the insurance industry, demonstrating analytical expertise in evaluating complex data, assessing risks, and determining eligibility based on diverse factors. Proficient in preparing timely rate quotations and reviewing policies under tight deadlines while maintaining a strong focus on accuracy and compliance. Excellent communication skills facilitate effective collaboration with wholesale carriers, broker agents and retailers, enabling the proposal of tailored benefit recommendations. Adaptable learner with a proven ability to quickly master new applications, complemented by technical proficiency in Microsoft Office Suite, Inste, Salesforce, Onbase, Riskbrowser, ImageRight, Amlink and proprietary AI tools.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Senior Technical Assistant
AmWINS Insurance Brokerage of California
Irvine, CA
11.2021 - 10.2026
- Prepared submission packets, applications, and supporting documentation for underwriting review
- Reviewed policy documents for accuracy, completeness, and required coverage details
- Coordinated policy issuance, endorsements, and renewals across brokerage workflows
- Tracked account activity and deadlines using agency management systems and shared trackers
- Liaised with underwriters, brokers, and account teams to resolve policy discrepancies
Underwriting Specialist (Contract)
AON AFFINITY INSURANCE SERVICES
Sherman Oaks, CA
01.2018 - 01.2020
- Leveraged analytical expertise to evaluate insurance applications and determine eligibility for coverage, available terms, and pricing conditions
- Exhibited comprehensive insurance industry knowledge and experience to enable optimal decision making
- Monitored submissions and provided new applications for accurate rate indications
- Performed thorough assessments of renewal submissions from brokers for rate indications
- Managed billing and disbursement of invoices to insureds and direct billing to agents, ensuring timely and accurate transactions
- Achieved 75% proficiency on a proprietary software program, demonstrating capability in system utilization
- Expeditiously imported 95% of location schedules on a weekly basis throughout tenure
Underwriting Assistant
MARKEL WEST INSURANCE SERVICES
Woodland Hills, CA
01.2010 - 01.2017
- Provided comprehensive underwriting support through effective collaboration with team members
- Conducted thorough assessments to evaluate applications for acceptance or denial, reviewing coverage details and loss control reports
- Maintained optimal accuracy and timeliness in processing applications, payments, corrections, endorsements, and cancellations
- Created detailed activity and production logs for departmental supervisor review and compiled quarterly reports for management
- Accurately imported extensive location schedules in Riskbrowser underwriting software for 1000+ locations
- Performed detailed evaluations of business accounts to ensure compliance within 30 days
- Generated detailed activity and production logs for review by the departmental supervisor, as well as quarterly reports for managerial review
Technical Assistant-Property West
MARKEL INSURANCE SERVICES
Woodland Hills, CA
01.2005 - 01.2009
- Reviewed 30+ property submissions daily, ensuring accuracy and compliance for key department
- Assisted underwriters in evaluating account potential, facilitating timely quotes to brokers
- Coordinated policy documentation, ensuring accurate filing and retrieval for underwriting and claims support.
- Reviewed incoming correspondence, routing requests to appropriate teams for timely resolution.
- Assisted with data entry into insurance systems, maintaining consistent record accuracy and updates.
Education
Associate of Arts - Business Law
Los Angeles City College
Los Angeles, CADiploma - U.S. History
John Marshall High School
Silver Lake, CACertificate - Commercial and Property Insurance
Markel University
Woodland Hills, CASkills
- Risk assessment and underwriting
- Skilled in risk identification
- Knowledge of property and casualty insurance
- Application evaluation
- Policy coverage evaluation
- Data interpretation
- Data organization
- Compliance management
- Client support
- Insurance policy management
Certification
- Property & Casualty License - Annual
Timeline
Senior Technical Assistant
AmWINS Insurance Brokerage of California
11.2021 - 10.2026
Underwriting Specialist (Contract)
AON AFFINITY INSURANCE SERVICES
01.2018 - 01.2020
Underwriting Assistant
MARKEL WEST INSURANCE SERVICES
01.2010 - 01.2017
Technical Assistant-Property West
MARKEL INSURANCE SERVICES
01.2005 - 01.2009
Certificate - Commercial and Property Insurance
Markel University
Diploma - U.S. History
John Marshall High School
Associate of Arts - Business Law
Los Angeles City College