Skilled underwriting service assistant with experience in risk evaluation and insurance documentation. Proven ability to deliver exceptional customer support, efficiently manage applications, and collaborate effectively in team environments. Strong analytical thinking, problem-solving skills, and adherence to organizational policies. Notable achievement includes improving loss ratio through effective risk assessment and ensuring timely policy issuance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Underwriting Service Assistant
State Farm
Richardson, TX
03.2024 - Current
Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
Supported underwriters with thorough research and documentation, enabling informed decisions on coverage limits and premium pricing.
Analyzed applicant data for risk assessment, ensuring accurate decision-making for policy approvals and denials.
Improved underwriting process efficiency by streamlining administrative tasks and enhancing communication between departments.
Maintained high levels of accuracy in data entry, reducing errors in policy issuance, and minimizing potential losses.
Enhanced overall team productivity by implementing new organizational strategies for managing workload and prioritizing tasks.
Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
Performed second-level review for loans recommended for denial by assisting with renegotiations.
Contract Specialist (Remote)
Department of Health and Human Services
Austin, TX
03.2023 - 08.2023
Prepared reports summarizing key information from executed contracts for senior management review.
Provided guidance on contract interpretation when disputes arose between parties involved in a contract agreement.
Assisted in the preparation of bid packages by researching market prices, identifying potential sources, evaluating bids received, and recommending awards.
Coordinated activities between contracting officers, subcontractors, suppliers, customers, technical personnel, attorneys, auditors and other stakeholders involved in the contracting process.
Participated in meetings with internal staff members to discuss upcoming procurements or ongoing projects.
Conducted post-award evaluations of contractors' performance throughout the life cycle of the project.
Created presentations for senior management outlining strategies for improving efficiency within the contracting department.
Performed cost analysis on current contracts versus competitive bids from other vendors.
Monitor existing contracts for upcoming expiration dates, subsequently coordinating with appropriate channels for contract re-negotiation and possible renewal.
Optimized contract terms and conditions to bolster profitability and reduce risk.
Review and understand contract plans and specifications.
Patient Advocate
CCS Medical
Dallas, TX
04.2022 - 11.2022
Explained complex medical terminology to patients and families in an understandable manner.
Provided emotional support to patients and their families during difficult times.
Maintained a thorough knowledge of medical treatments and procedures.
Organized patient records and updated information in the hospital database system.
Met regularly with department managers to review procedures and protocols related to patient advocacy.
Identified potential areas of improvement within the organization's processes regarding patient care.
Managed database of patient information and frequently used computerized systems to track details.
Assisted patients in selecting appropriate courses of actions and obtaining needed support.
Health Concierge (Remote)
Aetna, CVS Health
Arlington, TX
03.2021 - 08.2021
Developed and maintained relationships with internal and external stakeholders.
Facilitated communication between patients, providers, and insurance companies.
Assisted in the coordination of patient referrals for specialist services.
Conducted research on various health plans to identify coverage options for clients.
Maintained accurate records of client interactions in accordance with privacy regulations.
Educated clients on available resources that could help improve their overall wellbeing.
Assisted patients with navigating the administrative processes associated with obtaining health insurance benefits.
Researched and corrected customer issues in areas such as plan benefits, coverage eligibility, and claims processes.
Answered questions on diverse topics, including authorization procedures, copay requirements and premiums.
Education
Associate of Science - Business Administration And Management
Tarrant County College District
Fort Worth, TX
Skills
Ability to type 50 WPM
Excellent Data Entry Skills
Excellent with Microsoft Office: Excel, Word, Power Point and various Web 20 apps and information portals
Data Analysis
Documentation and Recordkeeping
Management & Data Entry
Presentation Preparation
Client Satisfaction
Certification
State of Texas Life Insurance License- May 2020
Timeline
Underwriting Service Assistant
State Farm
03.2024 - Current
Contract Specialist (Remote)
Department of Health and Human Services
03.2023 - 08.2023
Patient Advocate
CCS Medical
04.2022 - 11.2022
Health Concierge (Remote)
Aetna, CVS Health
03.2021 - 08.2021
Associate of Science - Business Administration And Management
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm