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Skills

High-value, multi-line commercial underwriting support
Audit support for commercial accounts
Cross-departmental issue resolution
Maintaining high policy retention rates
Problem resolution
Patient contact
Proficient in QuickBooks
Application review and approval processes
Client Satisfaction Improvement Strategies
Increase in application approval rates

Work Experiences

In the top 6% of employees for successful improved.
Created and maintained a detailed database to develop promotional sales.
Through the use of effective marketing strategies, I was able to exceed my sales targets.
Built strong, compassionate client relationships and earned a reputation for exceeding service standards.
Kept up to date on industry products and attended continuing education events to expand my product knowledge.
Customers were educated on billing, payment processing, and customer service policies and procedures.
Responded to customer requests by providing excellent customer service and customized recommendations to meet their needs.
Handled over 16 calls per shift, including new customer sign-ups, data retrieval, product presentations, and service cancellations.
Assisted and cross-trained other customer service managers.
Improved efficiency and performance by tracking team member productivity and providing feedback.

Summaries

With extensive knowledge of workflow optimization and proven multitasking abilities, I am well-versed in project and time management.
Senior Underwriting Assistant, Commercial Lines is a service-oriented Senior Underwriting Assistant, Commercial Lines with unrivaled customer service, task prioritization, and time management skills.
Competent Senior Underwriting Assistant, Commercial Lines with a desire to exceed sales targets and establish long-term customer relationships.
Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate system systems is one of my specialties.
Dedicated to achieving established targets and team goals and has a track record of success.
Customer Service Representative with 15 years of retail experience in fast-paced, team-oriented environments.
Exceptional organizational skills and meticulous attention to detail.
Senior Underwriting Assistant, Commercial Lines with 16 years of experience, dedicated to providing personalized, courteous service.
Upbeat and vivacious, with grace in dealing with adversity via resourcefulness and adaptability.
Motivated to address customer concerns directly and efficiently, develop proactive solutions, and implement corrections quickly.

Accomplishments

Assisted with the annual audit of 4 commercial accounts, ensuring compliance with company and state regulations for 2019.
Produced timely and detailed underwriting referral summaries, resulting in significant improvements in underwriting decision-making speed and accuracy.
Facilitated the transition of 2 legacy portfolios to initiative, decreasing processing time by 19% and enhancing accuracy.
Participated in quarterly collaborative reviews with the underwriting team, resulting in improvements to policy terms, reducing disputes by 24%.
Liaised with underwriters to develop accurate referral summaries and provide decision-making support on high-value commercial accounts.
Managed end-to-end processing of high-value, multi-line commercial accounts, reducing operational delays and increasing portfolio retention by 83%.
Provided end-to-end support for commercial lines policy renewals and new applications, facilitating decisions on 13 new coverages annually.
Aided in the negotiation of terms for complex commercial account renewals, enhancing collaboration between underwriting and the sales teams to improve client retention by 20%.
Played a key support role in increasing portfolio retention by assisting in the optimization of commercial lines product offerings, resulting in 34% growth.
Optimized portfolio performance analytics, enabling a reduction of portfolio churn by 65% and increasing profit predictability for high-value clients.

Affiliations

National Association of Professional Insurance Agents (PIA)
Associate in Risk Management (ARM) Network
American Society of Safety Professionals
National African-American Insurance Association (NAAIA)
Society of Women Engineers
International Risk Management Institute (IRMI)
Society of Commercial Underwriters (SCU)
Insurance Information Institute (III)
National Alliance for Insurance Education & Research
American Risk and Insurance Association (ARIA)

Certifications

Accredited Adviser in Insurance (AAI)
Certified Risk Manager (CRM)
Certified Professional Insurance Woman (CPIW)
Associate in Insurance Services (AIS)
Salesforce
Associate in General Insurance (AINS)
Chartered Property Casualty Underwriter (CPCU)
Graduate Diploma in Commercial Insurance (GDCI)
Associate in Commercial Underwriting (AU)
Certified Business Analysis Professional (CBAP)

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