Detail-oriented underwriting specialist with proven expertise in compliance and process improvement. Skilled in data analysis and critical thinking, driving efficiencies and accuracy in underwriting processes.
Overview
20
20
years of professional experience
3
3
Certifications
Work History
Senior Underwriting Support Specialist
Catholic Life Insurance
San Antonio, Texas
11.2019 - Current
Facilitating timely underwriting reviews by ensuring accuracy and compliance of applications within established company standards. Including obtaining and organizing requirements such as prescription drug records, MIB, MVR, background checks, etc. for each application.
Promptly assisting agents with inquiries related to policy status and underwriting processes. Responding to internal and external customer inquiries through email and telephone communications. Accurately documenting all customer interactions for future reference.
Coordinating with underwriting team to ensure tasks are completed within compliant deadlines. Overseeing the application process to maintain accuracy and timeliness, and to ensure all documents are maintained in all information systems.
Training new hires on underwriting processes and tools while also participating in product and service training to expand my own knowledge base.
Utilizing various tools to manage data effectively and to create process improvements. Such as new digital fillable forms for workflow management and document tracking, and adjusting the forms regularly for changing underwriting requirements and needs of the department.
Critical thinking to address complex problems identified during underwriting; interpreting guidelines and assessing risks according to company policies.
Provided support to Underwriter by preparing documentation for review including: written summaries, timelines, agent records, other compiled historical data, and any other projects requested.
Develop and maintain relationships with external partners such as reinsurers, agents, and other vendors used throughout the underwriting process.
Performed junior underwriting tasks as time and volume allowed.
Associate Audit Review
The Hartford
San Antonio, Texas
Reviewed completed audits, revising audits based on received dispute information with primary focus on worker's compensation.
Processed high volumes of information, averaging 600 - 800 documents a day, at or above expectations, preventing fines and legal action.
Served as point of contact and liaison with audit vendor companies, streamlining information flow between companies, acting as a resource for determining actions to be taken on difficult situations and as the go-to person for both companies when questions arose about assignments.
Conducted research for multiple projects, consolidated work that helped customers value, and met deadlines with insurance bureaus and internal process expectations, maintaining compliance with agreements and preventing thousands of dollars' worth of insurance bureau fines.
Collaborated with workflow management, process management, audit managers and vendor companies, improving efficiencies of back-end audit process and suggesting changes to make customers feel more valued in process often seen as daunting.
Implemented work processes that reviewed and reduced duplicate, late, or unnecessary work items from vendor company resulting in significant monthly savings.
Developed training and quality assurance procedures to regulate processes for all employees, current and new hire / trainees, setting a quality standard for the company.
Developed Excel documents, streamlining certified mailing requirements with contracted mailroom.
Collaborated the mailroom ensuring customers received time-sensitive documents accurately and on time.
Rating Specialist
Old Republic Risk Management, Inc., Subsidiary Of Old Republic International
Brookfield, Wisconsin
Rated policies while communicating promptly and responsively with account executives and underwriters, observing problems in processing and bringing those to the attention of and recommending solutions to underwriters and account executives.
Complied with and provided payroll support, searching for appropriate NCCI class codes needed for proprietary software based systems, collaborating with account executives to provide quotes and re-quotes in a timely manner.
Assisted auditors, maintaining timely audit return to account holders and insurance bureaus.
Provided feedback on update of company's proprietary software, guiding changes and keeping up with ever-growing insurance industry.
Underwriting Rater, Mail Room Clerk
QPS Companies
Waukesha, Wisconsin
Health Care Finder
Health Net Federal Service
San Antonio, Texas
Demographics Specialist
Star Anesthesia
San Antonio, Texas
Education
Liberal Arts
Northwest Vista College
San Antonio, TX
Skills
Underwriting compliance
Regulatory reporting
Risk assessment
Process improvement
Data analysis
Workflow management
Problem solving
Attention to detail
Effective communication
Certification
Fellow, Life Management Institute (FLMI) - LOMA Issued 11/17/2025
Timeline
Senior Underwriting Support Specialist
Catholic Life Insurance
11.2019 - Current
Associate Audit Review
The Hartford
Rating Specialist
Old Republic Risk Management, Inc., Subsidiary Of Old Republic International