Tanya Roberts
Warwick
Summary
Experienced Surplus Lines Underwriter with a proven track record of working with agents, brokers, and carriers to design and implement effective insurance solutions. Adept at analyzing complex risks, evaluating insurance applications, and determining appropriate coverage while ensuring compliance with regulations. Known for building and maintaining strong professional relationships and leveraging detailed underwriting knowledge to assess coverage needs and manage risk. Licensed in Rhode Island with deep expertise in surplus lines policies, risk management, and policy language. 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.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Surplus Lines Underwriter
Surplex Underwriters, Inc.
Warwick
04.2002 - Current
- Underwrite surplus lines risks across multiple lines of coverage, including property, casualty, and specialized policies.
- Generate quotes, proposals, and coverage recommendations tailored to individual client needs.
- Analyze and evaluate applications, ensuring proper risk classifications and accurate policy language.
- Collaborate with agents and brokers to navigate complex underwriting questions, ensuring clarity and compliance with regulatory requirements.
- Review and support the acceptance or denial of new or renewal business, utilizing loss control reports and specialist input to manage risk.
- Provide guidance on policy renewals, endorsements, and compliance with Rhode Island surplus lines regulations.
- Stay informed of industry trends, regulatory changes, and best practices to ensure ongoing accuracy and competitiveness in underwriting processes.
- Maintain clear, concise communication with agents, brokers, and clients to support positive business relationships.
Office Assistant
Program Brokerage Corp.
Warwick
04.1999 - 04.2002
- Delivered clerical support to underwriters, assisting with routine and special requirements such as managing data and correspondence.
- Managed all data entry, document handling, and document proofing to ensure accuracy and efficiency.
- Supported the underwriting team with administrative tasks and maintained up-to-date client and coverage information.
- Contributed to departmental organization by handling various clerical tasks, including filing and mail distribution.
Data Entry/General Office
Mr. Messenger
Warwick
04.1998 - 04.1999
- Answered and managed incoming calls while recording accurate messages for the underwriting team.
- Maintained organized records, ensuring timely replenishment of office supplies and optimal workflow.
- Entered data into spreadsheets, ensuring accurate and complete records for internal use.
Education
No Degree - Business Communications
The Sawyer School
Warwick, RI09.1997
High School Diploma -
Pilgrim High School
Warwick, RI06.1996
Skills
- Surplus lines underwriting
- Policy quoting and pricing
- Carrier relations and loss analysis
- ISO policy language and endorsements
- Application reviews and risk assessment
- Collaborative risk management
- Priority and deadline management
- Underwriting compliance and regulation
- Policy renewal and endorsement management
- Utilization of policy language for coverage clarity
- Knowledge of insurance principles and industry trends
- Self-motivated and detail-oriented
Certification
Licensed Surplus Lines Underwriter, Rhode Island
Timeline
Surplus Lines Underwriter
Surplex Underwriters, Inc.
04.2002 - Current
Office Assistant
Program Brokerage Corp.
04.1999 - 04.2002
Data Entry/General Office
Mr. Messenger
04.1998 - 04.1999
No Degree - Business Communications
The Sawyer School
High School Diploma -
Pilgrim High School