Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Sonya Lortie

Columbia City,IN

Summary

Business professional with many years of experience in the medical and insurance industry. Past roles have helped build experience in underwriting and risk analysis. Highly dependable while providing outstanding customer interactions. Proficient in determining level of risk using strong mathematical and statistical skills. Conscientious and committed to adhering to standards, underwriting guidelines and authority levels.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Underwriter

K&K Insurance Group Inc.
10.2022 - Current
  • Analyzed risk, compliance, documents, and appraisals during underwriting process.
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
  • Supported review, acceptance, or denial of new or renewal business after carefully reviewing all information.
  • Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.

Director of Agent Services

Keller Williams Realty Group
01.2021 - 10.2022
  • Launched successful marketing campaigns targeting potential clients to expand market share and increase company visibility.
  • Coordinated cross-functional collaboration between departments to optimize agent support and resources.
  • Developed comprehensive onboarding programs for new agents, ensuring swift integration into the team.
  • Designed customized incentive programs tailored to individual agent goals, driving higher levels of motivation and performance.
  • Enhanced agent productivity by implementing targeted training programs and performance evaluations.
  • Streamlined operational processes for improved efficiency and cost savings within the Agent Services department.
  • Planned and executed events for employees and clients and managed logistics and vendor relations.

Associate Underwriter

MedPro Group
10.2012 - 01.2021
  • Analyze and process high volume, time sensitive transactions with a focus on accuracy
  • Communicate effectively to resolve billing issues, answer coverage related questions and price indications
  • Provide technical support to independent agents and insureds
  • Managed the large account, dental associate underwriting team for 2+ years and established the guidelines and SOPs.

Medical/Administrative Assistant

James Medical Home Care Equipment
04.2011 - 10.2012
  • Obtain insurance approvals by gathering proper patient information
  • Coordinate equipment delivery for multiple drivers for in home durable medical equipment
  • Contribute to the planning of annual events.

Office/Medical Assistant

J.C. Munoz, MD
09.2000 - 09.2011
  • Coordinate insurance and billing
  • Assist physician with patient vitals, eye screenings and hearing tests
  • Answer phones and set appointments.

Medical Assistant

Busch Chiropractic
11.2009 - 03.2011
  • Document patient’s physical history and detailed notes
  • Coordinate and schedule incoming patients
  • Decompression Reduction & Stabilization protocol specialist.

Education

Associates Degree - Medical Assistant

Ross Medical Education Center
Fort Wayne, Indiana
10.2009

General Education -

Indiana University Purdue University
Fort Wayne, Indiana
05.2008

Skills

  • Excellent analytical skills, Swift to learn new protocols, Strong communicator and listener, Adept in problem solving, Expert knowledge of the insurance industry

Certification

  • Cardiopulmonary Resuscitation (CPR), American Heart Association
  • Volunteer Work: Whitley County 4H
  • Property & Casualty Insurance License valid thru 10/2025
  • Notaries of Public valid thru 04/2026

Additional Information

Founder and leader of L.E.A.D. (Ladies Encouraging All Daily)

Timeline

Underwriter

K&K Insurance Group Inc.
10.2022 - Current

Director of Agent Services

Keller Williams Realty Group
01.2021 - 10.2022

Associate Underwriter

MedPro Group
10.2012 - 01.2021

Medical/Administrative Assistant

James Medical Home Care Equipment
04.2011 - 10.2012

Medical Assistant

Busch Chiropractic
11.2009 - 03.2011

Office/Medical Assistant

J.C. Munoz, MD
09.2000 - 09.2011

Associates Degree - Medical Assistant

Ross Medical Education Center

General Education -

Indiana University Purdue University

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Sonya Lortie