Stacy Bauer
LA VERNE,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
1
1
year of professional experience
Work History
New Business Underwriting Assistant
Word & Brown - Choice Administrators
Orange, CA
10.2023 - 01.2024
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Planned and completed group projects, working smoothly with others.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Delivered products to customer locations on time.
Sales Underwriting Assistant
Word & Brown - Choice Administrators
Orange, CA
10.2022 - 01.2024
- Reviewed applications for completeness and accuracy of information.
- Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
- Organized documents needed for underwriting decisions and prepared summaries of findings.
- Performed quality control checks on all documentation prior to submission to ensure accuracy and compliance with company standards.
- Provided technical assistance to underwriters regarding product development, pricing strategies and coverage changes.
- Participated in training sessions related to products, services and processes.
- Responded promptly to inquiries from internal departments regarding underwriting matters.
- Performed data entry functions to track information such as payments, account updates and customer interactions.
- Entered data into underwriting database to track activity during renewal process.
- Photocopied, documented and scanned received documentation and filed it for use by Group names and numbers.
- Responded to requests for data searches, office memo drafts or reference retrievals.
- Performed SOP's due diligence by assessing data and Underwriting skills.
Education
High School Diploma -
Upland High School
Upland, CA06-1987
Skills
- Research Abilities
- Data Interpretation
- Insurance Knowledge
- Sales Support
- Policy Administration
- Analyzing Data
- Quality Control
- Data Analysis
- Documentation
- Renewing Policies
- Document Scanning
- Clerical Assistance
- Microsoft Office
- Data Organization
- Quality Assurance
- Clerical Support
- Building Strong Relationships
- Data Collection
Timeline
New Business Underwriting Assistant
Word & Brown - Choice Administrators
10.2023 - 01.2024
Sales Underwriting Assistant
Word & Brown - Choice Administrators
10.2022 - 01.2024
High School Diploma -
Upland High School
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