Sean Taylor, AFSB
Albany,NY
Summary
As a Surety Underwriter at Liberty Mutual Surety™, I am responsible for expanding and managing a diverse portfolio of clients in the insurance sector. I apply my industry training, analytical skills, and customer relationship management (CRM) expertise to deliver innovative and tailored solutions that meet the needs and challenges of each customer.
I have a strong background in finance and surety, having graduated with a Bachelor of Science in Finance from The College of Saint Rose and obtained the Associate in Fidelity and Surety Bonding (AFSB) certification from The Institutes, while also completing Liberty's Surety Underwriter Development Program. With over two years of experience as a Surety Underwriter at Liberty Mutual Surety™, I’ve contributed to the underwriting process, financial analysis, and risk assessment of various accounts. I am motivated by the opportunity to build lasting and trusting relationships with my clients and partners, and to support the growth and success of the surety industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Surety Underwriter
Liberty Mutual Surety
East Syracuse, NY
03.2022 - Current
- Maintained accurate records of all transactions including bond applications, underwriting notes, contracts and other related documents.
- Prepared and issued surety bonds for contractors, subcontractors, and suppliers in compliance with company policies and procedures.
- Reviewed contract documents including bid bonds, performance bonds, payment bonds, maintenance bonds.
- Participated in industry conferences and seminars in order to stay abreast of new developments within the surety field.
- Analyzed financial statements of potential clients to assess their creditworthiness and determine bond eligibility.
- Developed relationships with clients to ensure repeat business through excellent customer service.
Administrative Services Assistant
Albany Medical Center
Albany, NY
06.2019 - 02.2022
- Organized and maintained filing systems for all documents related to departmental operations.
- Generated correspondence letters via word processing software programs such as Microsoft Word or Google Docs.
Tax Preparer
Jackson Hewitt
Albany, NY
01.2019 - 06.2020
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Education
Bachelor of Science - Finance
The College of Saint Rose
Albany, NY06-2021
Associate of Science - Business Administration And Management
Mohawk Valley Community College
Utica, NY12-2018
Skills
- Analyzing data
- Managing risk
- Risk Mitigation
- Negotiation proficiency
- Credit analysis
- Building strong relationships
- Insurance knowledge
- Portfolio Management
- Trend Analysis
Certification
- Associate in Fidelity and Surety Bonding (AFSB) - Issued March 2023
Accomplishments
- Business Partner of the Year Award from the Reagan Companies
Timeline
Surety Underwriter
Liberty Mutual Surety
03.2022 - Current
Administrative Services Assistant
Albany Medical Center
06.2019 - 02.2022
Tax Preparer
Jackson Hewitt
01.2019 - 06.2020
Bachelor of Science - Finance
The College of Saint Rose
Associate of Science - Business Administration And Management
Mohawk Valley Community College
- Associate in Fidelity and Surety Bonding (AFSB) - Issued March 2023
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