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Skills

  • Client inquiry management for Asana
  • Data-driven decision making
  • Budgets
  • Relationship development
  • Meeting compliance deadlines
  • Problem resolution
  • Organization
  • Customer satisfaction improvement
  • Process improvement
  • Process equipment

Work Experiences

  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Completed background checks for 7 client applications.
  • Conducted risk assessments for 14 client applications.
  • Achieved a 99% accuracy rate in entering complex policy data into Power BI, contributing to improved processing speeds and customer satisfaction ratings.
  • Collaborated with the senior underwriter.
  • Achieved a 29% improvement in client satisfaction.
  • Processed 10 invoices and mailed documentation to clients each the past year.
  • Assisted senior management in strategic decision-making for 2017.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Collaborated with external marketing teams.

Summaries

  • Achieved $10 in premium revenue growth within 2024.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Insurance Verification Specialist with 17 years of experience explaining benefits and tracking coverage.
  • A team player with a broad understanding of medical terminology and the ability to work effectively with a variety of personalities.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Advanced financial analysis expertise.
  • Accomplished Senior Underwriting Assistant.
  • Costs were consistently reduced while profits were increased.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Senior Underwriting Assistant with 8 years of successful strategic planning and stakeholder engagement experience.

Accomplishments

  • Collaborated with team of 6 in the development of procedure.
  • Led quality reviews to catch discrepancies before approval, which reduced claim rejections by 38% year-over-year.
  • Collaborated on data-driven projects involving predictive analytics, reducing mispriced policies by 29% while enhancing portfolio performance.
  • Coordinated with brokers to process 17 renewals within policy deadlines, leading to an increase in client satisfaction ratings by 62%.
  • Introduced a claims exposure analysis framework, managing Jira risks and reducing potential liabilities by 36%.
  • Revised underwriting processes to meet new legal guidelines, ensuring compliance and minimizing risk exposure to clients.
  • Digitized and organized legacy policy documents for compliance, cutting processing times by 31% and ensuring regulatory adherence.
  • Enhanced customer relationship management strategies to build trust with brokers and external agents, improving client retention metrics by 54%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Played a crucial role in external audits, achieving zero compliance issues and receiving commendations from regulatory bodies.

Affiliations

  • International Council of Nurses
  • American Institute For Chartered Property Casualty Underwriters (AICPCU)
  • American Society of Safety Professionals
  • Freemason
  • Society of Risk Management Consultants (SRMC)
  • Underwriting Executives Council (UEC)
  • Lions Club
  • National Association for Insurance Education & Research
  • American Risk and Insurance Association (ARIA)
  • Certified Risk Managers (CRM)

Certifications

  • Certified Public Accountant
  • Certified Financial Risk Manager (FRM) - Cedar Works
  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • Registered Professional Liability Underwriter (RPLU) – Vantage
  • Professional in Insurance Regulatory Compliance (PIRC) Certificate – Lakeside Partners
  • Property and Casualty Insurance License – Columbus
  • Global Risk Management Professional (GRMP) – Lakeside Partners
  • Accredited Advisor in Insurance (AAI) - Northwind
  • Certified Reinsurance Administrator (CRA) - Lakeside Partners

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