Summary
Overview
Work History
Education
Skills
Volunteer Work
Timeline
Generic

Sophia Hoffman

San Antonio,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently, and rapidly master new skills.

Overview

6
6
years of professional experience

Work History

Underwriting Assistant

Aurenity
San Antonio, TX
09.2023 - 01.2025
  • Facilitated policy issuance and endorsements for multiple underwriters.
  • Enhanced rating system with operations team improvements.
  • Trained and managed offshore team on clearance processes.
  • Oversaw loss run request inbox to ensure timely responses.
  • Created and organized business and renewal policy files for efficient access.

Underwriting Assistant

Bass Underwriters Inc.
Tualatin, OR
05.2021 - 07.2023
  • Researched underwriting guidelines to ensure compliance with carrier standards.
  • Assisted underwriters in evaluating risk and determining coverage terms.
  • Managed documentation and organized files for underwriting processes.
  • Communicated with clients to gather necessary information for applications.
  • Conducted research on industry trends and competitor offerings.

Customer Solutions Associate

Umpqua Bank
Vancouver, WA
07.2019 - 04.2021
  • Performed teller functions, maintaining an excellent cash balancing record.
  • Evaluated customer account information to identify issues and recommend solutions.
  • Demonstrated extensive knowledge of bank regulations and banking software systems.
  • Applied intermediate knowledge of business loans, mortgages, and HELOCs.
  • Contributed to branch's successful completion of 2019 and 2020 audits.

Education

Associate in Insurance (AINS) -

The Institutes
Online
12-2022

Bachelor of Business Administration - Finance

Washington State University
Vancouver, WA
12-2020

Skills

  • Risk assessment and analysis
  • Customer service excellence
  • Excel proficiency
  • Analytical thinking
  • Regulatory compliance
  • Team management

Volunteer Work

Development Director for Radiant Heroes Foundation

Timeline

Underwriting Assistant

Aurenity
09.2023 - 01.2025

Underwriting Assistant

Bass Underwriters Inc.
05.2021 - 07.2023

Customer Solutions Associate

Umpqua Bank
07.2019 - 04.2021

Associate in Insurance (AINS) -

The Institutes

Bachelor of Business Administration - Finance

Washington State University

Similar Profiles

CREATE PROFILE