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Skills

  • Risk assessment and mitigation
  • Policy framework development
  • Team management
  • Medical and financial risk analysis
  • Team building
  • Insurance policy evaluation
  • Client relationship management
  • Professional Certifications (Scrum Master)
  • Life insurance underwriting
  • High-value policy approval

Work Experiences

  • Appraised comprehensive risk factors.
  • Approved Asana policies valued at over $13, while ensuring that all client-specific risks were factored into underwriting calculations.
  • Analyzed competitive intelligence.
  • Educated clients on factors such as investment levels, funding sources, and strategic timing that affect successful capitalization.
  • Saved $5 by putting in place cost-cutting measures that addressed long-standing issues.
  • Applied industry-standard underwriting guidelines.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with IT and analytics teams.
  • Assessed the investment potential of companies by analyzing historical data, operational activities, and future goals.
  • Assessed premium adjustments.

Summaries

  • Adept in policy framework modification.
  • Accomplished Licensed Field Underwriter.
  • Adept at identifying trends in claims data.
  • Analyzed high-risk insurance applications.
  • Adjusted risk thresholds.
  • Analytical Licensed Field Underwriter skilled in presenting executive-level risk assessment reports for SAP. Identified necessary pricing model adjustments to ensure competitiveness and profitability.
  • Costs were consistently reduced while profits were increased.
  • Licensed Field Underwriter with a track record of 5 years of success in Miscellaneous.
  • A results-driven Licensed Field Underwriter with a proven ability to assess high-value life insurance applications, contributing to the approval of policies worth over $9 in 2016. Deep expertise in client financial analysis and policy compliance.
  • Advanced Licensed Field Underwriter adept at identifying trends in claims data, resulting in the improvement of underwriting criteria for Power BI. Highly effective in managing risks and reducing liabilities.

Accomplishments

  • Led underwriting initiatives that resulted in a 23% reduction in claim payouts, improving overall loss ratios.
  • Built and maintained a network of 7 high-performing agents, contributing to revenue growth of $9 in Adobe Creative Suite.
  • Collaborated with team of 2 in the development of program.
  • Specialized in managing complex case files, ensuring full regulatory compliance and reducing legal risks by 84%.
  • Implemented data-driven risk assessment processes to filter high-risk applications, decreasing claims by $8 over 18 months.
  • Performed in-depth risk analysis on policies, leading to premium approvals exceeding $5 in Tableau during 2022.
  • Actively supported policyholders through complex claims processes, facilitating timely payout of over $15 while adhering to company underwriting policies.
  • Contributed to corporate growth by identifying and mitigating risks that resulted in a 25% reduction in loss ratio for the Workday portfolio.
  • Facilitated premium adjustments based on market analysis, achieving a company revenue increase of 65% in 2015.
  • Worked collaboratively with fraud detection units, reducing fraudulent claims by $9 over three years through enhanced vetting systems.

Affiliations

  • Participant, Society of Underwriting Professionals
  • Jaycees
  • Alumni, Consumers Credit Union’s Financial Literacy Program
  • Association of Information Technology Professionals
  • Contributor, Journal of Insurance Regulation Research Group
  • Enrolled, Certified Insurance Counselor (CIC) Continuing Education Program
  • Collaborator, Insurance Sales & Underwriting Strategic Advisory Panel
  • Certified in Tableau by Certified Commercial Underwriter (CCU) Institute
  • Member, National Association of Insurance Underwriters (NAIU) - 2020
  • Project Management Institute

Certifications

  • Certified Professional in Insurance Fraud (CPI-F)
  • Associate in Risk Management (ARM)
  • Cisco Certified Network Associate (CCNA)
  • Property and Casualty Insurance License - Arizona
  • Health Insurance Associate (HIA)
  • Associate in Reinsurance (ARe)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • CompTIA Network+
  • Certified Insurance Counselor (CIC)

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