Wendy Smith
Richmond,VA
Summary
Broker Assistant with a strong track record in administrative support and customer service at All Risks Ltd and Ryan Specialty. Proven expertise in managing client communications, streamlining workflows, and enhancing operational efficiency. Recognized for delivering exceptional service and fostering positive client relationships. Aiming to leverage skills in a challenging role that values proactive engagement and strategic problem-solving.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Broker Assistant
Ryan Specialty Group LLC
Dallas, TX
11.2023 - Current
- Facilitate preparation of business documentation for marketing purposes.
- Prepare endorsements, cancellations, policy issuance, renewal solicitations, and cover letters.
- Enter and maintain client data across required systems.
Underwriter Assistant, Inspections
All Risks, Ltd / Ryan Specialty
Richmond, VA
08.2016 - 11.2023
- Ensured timely completion of property inspections to support Underwriters' operations.
- Assessed degree of risk from inspection findings and created targeted loss control strategies.
- Balanced diverse responsibilities while maintaining exceptional customer service standards.
Underwriter Assistant, Renewals
All Risks, Ltd
Richmond, VA
02.2012 - 08.2016
- Managed an established book of renewal business to include reviewing each risk, requesting underwriting renewal information, quoting, binding and servicing accounts through the policy term.
- Established relationships with Agents preparing quotes and ensuring documentation completion.
Production Specialist, Personal Lines
All Risks, Ltd
Richmond, VA
04.2010 - 02.2012
- Ensured accurate and timely completion of New Business orders.
- Ability to quote, bind and service new business.
- Examined and evaluated documents such as Applications, inspection Reports, claims history, and any other pertinent information to determine the degree of risk and appropriate market.
- Communicated orally or by correspondence with retail Customers and Underwriters to obtain further information, quote rates, present proposals, introduce products, and service existing accounts.
Skills
- Office Administration Support
- Compliance Standards Knowledge
- Interpersonal and telephone communications
- Accountability
- Customer service
- Efficient File Organization
- Effective Follow-Up Coordination
Certification
- VA Personal Lines Producer License - 2010 to present
- VA Property & Casualty License - 2024 to present
Timeline
Broker Assistant
Ryan Specialty Group LLC
11.2023 - Current
Underwriter Assistant, Inspections
All Risks, Ltd / Ryan Specialty
08.2016 - 11.2023
Underwriter Assistant, Renewals
All Risks, Ltd
02.2012 - 08.2016
Production Specialist, Personal Lines
All Risks, Ltd
04.2010 - 02.2012
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