Shelly Clay

• Rated various lines of coverage including General Liability, Workers Compensation, Commercial Auto, and XS Liability.
• Coordinated with broker contacts to gather essential submission information for underwriting.
• Partner with underwriters to formulate, evaluate, and distribute quotes and binders.
• Created underwriting files and ensured follow-up on outstanding subjectivities for bound accounts.
• Manage extensive endorsement issuance tasks.

Collaborated with team members to support pre-underwriting processes.

Reviewed accounts to ensure alignment with underwriting criteria.

Conducted triage process to evaluate submissions for compliance and clearance.

Reviewed and input rating information into the system to facilitate quote generation for underwriters.

● Prepared quote proposals, issue binders, policies, endorsements and agency bills.

● Completed analysis for renewals, summarized expiring premiums, rates and exposures.

Partnered with Agents and Brokers to secure all necessary information for new business and renewal submissions.

Supported Underwriters in achieving production goals.

● Participated in marketing calls and agency presentations.

● Interacted with agents to maintain key relationships and to provide superior customer service via phone or email.

Collaborated effectively with team members to streamline underwriting processes.

Facilitated onboarding process for new hires.

• Handled coverage-related questions from agents and brokers.
• Facilitated inbound communication involving agents, policyholders, and third-party vendors.
• Resolved discrepancies in rating, billing, and policy status to enhance customer satisfaction.
• Evaluated and executed policy modifications following company standards.
• Conducted premium analyses utilizing manual and digital rating techniques.
• Generated compliance-related documents, including endorsements and cancellation notices.

• Collaborated with underwriters to handle new business and renewals, maintaining underwriting precision and adherence to regulations.
• Evaluated and distributed quotes, binders, and policy documents.
• Maintained renewal files, reviewed loss history, prepared conditional renewal notices.
• Monitored diary systems to ensure timely follow-up and compliance.
• Evaluated new business submissions to confirm alignment with company interests.
• Handled proposals, reinsurance files, and compliance certificates.