Talented strategic thinker focused on improving underwriting operations through detail-oriented and organized support.
Overview
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1
Certification
Work History
Underwriting Assistant
New England Excess Exchange - Brown & Brown
Barre, VT
2020 - Current
Devised, implemented, and maintained an updated inspections review process that satisfies carrier guidelines as well as NEEE's underwriting risk appetites
Created standardized communication and timelines for follow ups, resulting in increased efficiency and consistency
Maintained a high standard of quality when interfacing with agents, outlining clear expectations for compliance documentation, and liaising with underwriters to address their concerns, questions and extension requests
Completed account files with necessary compliance documentation and forwarded documentation to carriers
Created the inspections review and follow up process SOP for NEEE
Bassist and Composer
Freelance
Pittsburgh, PA
2015 - 2020
Toured and performed internationally as a session and touring bassist
Composed, recorded, and performed musical scores for dance
Underwriting Assistant
Allianz Global Assistance USA
Richmond, Virginia
2011 - 2015
Computed insurance rates for new products
Created and maintained insurance rate documentation for internal and external audit
Worked with Marketing, Product Management, and Underwriting to create and implement new products
Tested internally-created insurance rating tools for accuracy and compliance with state regulations
Wrote user manuals for training in the use of internally- created insurance rating tools
Part of a cross-departmental team to review current processes and strategize and adopt new practices to optimize communication and efficiency
Assisted with Underwriting and Product Management to modify new and existing products to maximize profitability and compliance
Customer Service Representative
Allianz Global Assistance USA
Richmond, VA
2009 - 2011
Fielded 80+ calls per day in a high-volume customer service call center specializing in travel insurance
Exceptional product knowledge to assist customers with questions concerning policy purchase, policy coverages, and claims adjudication process