- Offering time and support to shelters for the homeless, women, and animals
- Enjoying the art of baking and pastry-making, experimenting with recipes
- Embracing outdoor adventures such as fishing and hiking
Tabitha Guthrie
The Woodlands,TX
Summary
Professional in insurance industry with focus on commercial lines. Brings valuable experience in underwriting assistance, ensuring thorough documentation and risk evaluation. Emphasizes team collaboration and adaptability to changing needs, showcasing reliability and problem-solving abilities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Commercial Lines Underwriting Assistant
WealthGuard Insurance Group
05.2023 - 07.2024
- Executes underwriting strategy, analyzes exposures and risks according to the program guidelines.
- Ensure compliance with state requirements by filing surplus lines taxes for transactions.
- Developed and maintained underwriting procedures to enhance efficiency.
- Supported agents with timely quotes and application-related information.
- Led special program assignments to meet organizational objectives.
Account Manager & Team Lead
Mohave Insurance
06.2021 - 05.2023
- Managed and maintained a high-growth portfolio of owner-operator commercial trucking clients.
- Conducted policy audits to ensure accuracy in policy management, compliance, and billing.
- Addressed complex billing and policy inquiries with professionalism and efficiency.
- Fostered direct communication with clients and retail agency partners to build strong relationships.
- Trained and guided junior account managers on company protocols and regulatory compliance.
Loan Processor
Zillow Home Loans, LLC
10.2018 - 06.2021
- Processed high volumes of transactions with precision and attention to detail.
- Collaborated with third parties, including insurance agents, title companies, employers, credit agencies, banks, etc.
- Assisted underwriters in resolving issues to obtain application approvals.
- Coordinated loan processing with attorneys, county clerks, and title companies to ensure seamless operations.
Education
No Degree - Business Administration
Johnson County Community College
Overland Park, KS01-2019
Skills
- Skilled in CRM software, including Applied Epic and AMS360
- Proficient in Microsoft Office Suite for operational efficiency
- Client management expertise
- Experienced in driving customer satisfaction with focused sales approaches
- Expertise in quote preparation and policy adjustments
- Adept at delivering straightforward messages
- Collaborative underwriting experience
- Proven ability to prioritize tasks
- Skilled in financial reporting
- Proficient in developing marketing strategies
- Portfolio management
Certification
Property and Casualty Insurance License No. 2784234 - TEXAS
Interests
Timeline
Commercial Lines Underwriting Assistant
WealthGuard Insurance Group
05.2023 - 07.2024
Account Manager & Team Lead
Mohave Insurance
06.2021 - 05.2023
Loan Processor
Zillow Home Loans, LLC
10.2018 - 06.2021
No Degree - Business Administration
Johnson County Community College