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Skills

  • Data-driven decision making
  • Business operations
  • Customer relationship management
  • Life and health insurance products
  • Loss protection
  • Analytical problem solving
  • Policy quoting and pricing
  • Business Development
  • Salesforce knowledge
  • First Aid/CPR

Work Experiences

  • Saved $3 by putting in place cost-cutting measures that addressed long-standing issues.
  • Met with an average of 13 walk-in policyholders to address and resolve complaints.
  • Completed the sales process and collected the necessary deposits.
  • Achieved 44% growth in new business policies.
  • Was a role model for excellent customer service and diagnostic sales techniques.
  • Achieved a 30% increase in policy retention.
  • Achieved a 63% increase in policyholder renewals.
  • All agency commissions were collected, analyzed, and validated by me.
  • Oversaw the delivery of process project by category team, which resulted in metric.
  • Processed 13 invoices and mailed documentation to clients each 6 months.

Summaries

  • Hardworking underwriter with experience reviewing documents, assisting agents, and devising solutions to a variety of issues including property hazards and unacceptable risk.
  • Dedicated Personal Lines Underwriter and customer service specialist looking for work with a growing insurance agency.
  • Through targeted marketing, lead generation, and in-depth knowledge of market trends, consistently increases sales and expands client base.
  • Looking for a long-term position with room for advancement.
  • Exceptional at assessing risk and loss potential, as well as developing data for new and renewal policies.
  • Senior Embedded Software Engineer with extensive experience in all phases of software development.
  • Motivated Personal Lines Underwriter with experience managing large-scale projects, including budgeting and administration.
  • Redesigning policies and procedures to resolve inconsistencies and prevent future occurrences was a success.
  • Personal Lines Underwriter provides excellent customer service by accurately assessing client needs and recommending the most appropriate policies and products.
  • Negotiator and salesperson with a lot of guts.

Accomplishments

  • Trained
  • Created comprehensive underwriting manuals for Workday, improving team efficiency and reducing errors by 67%.
  • Documented and resolved process which led to system.
  • Advised
  • Recorded
  • Conducted comprehensive audits of existing personal lines policies, identifying gaps that led to a 52% reduction in potential liabilities.
  • Monitored
  • Resolved product issue through consumer testing.
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • American Marketing Association
  • Jaycees
  • National Association of Insurance Commissioners (NAIC)
  • Society of Chartered Insurance Professionals (SCIP)
  • Casualty Actuarial Society (CAS)
  • Professional Insurance Agents of Oregon
  • Risk and Insurance Management Society (RIMS)
  • Project Management Institute
  • Academy of Insurance
  • Society of Human Resource Management

Certifications

  • Associate in Claims (AIC) - system - 2017
  • CompTIA Security+
  • Insurance Data Analytics Certification - Vantage - 2017
  • ServSafe
  • Cisco Certified Network Associate (CCNA)
  • Loss Control and Risk Management Certificate - Lakeside Partners - 2018
  • Salesforce
  • Flood Insurance Training Certification - Massachusetts - 2015
  • General Lines Property and Casualty Insurance License - category - 2019
  • Professional Risk Manager (PRM) - framework - 2021

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