Skilled in navigating the complex landscape of insurance underwriting with experience in assessing risks, determining policy terms, and setting premium rates. Strong analytical abilities and knowledge of risk management principles have contributed to effectively minimizing financial losses in previous roles. Demonstrated capability in improving underwriting processes and procedures, enhancing operational efficiency. Talented professional with several years of experience and expertise in underwriting. Strong statistical analysis, quoting and negotiating skills. Well versed in preparing insurance policies and terms to manage risk and mitigate loss.
Supported assigned book of business, consistently meeting performance standards for production and service.
Processed new and renewal insurance policies with high accuracy.
Executed policy cancellations and reinstatements without errors.
Prepared comprehensive insurance summaries accurately.
Issued client certificates of insurance and organized policy binders efficiently.
Ordered loss runs and MVRs, ensuring timely delivery.
Maintained agency management system, guaranteeing data accuracy and completeness.
Anticipated client needs through regular communication, enhancing satisfaction.
Assisted with various enrollment projects to benefit educators for fall quarter.
Shadowed Direct Path employees across multiple departments to gain diverse insights.
Analyzed problems, identified solutions, and made informed decisions to improve processes.
Gathered data from market research surveys and entered information into computer system.
Sorted and organized files, spreadsheets, and reports for efficient retrieval.
Interacted with customers via phone, email, or in-person to provide necessary information.
Attended weekly client conference calls with supervisor and Client Service Specialists to ensure alignment.
Completed research, compiled data, updated spreadsheets, and produced timely reports.