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Skills

  • Organization
  • Business operations
  • Experience with mid-term adjustments and endorsements
  • Increase in application approval rates
  • Regulatory compliance
  • Understanding of medical terms
  • Adapting legacy portfolios to new software systems
  • Knowledge of Microsoft Excel insurance products
  • High-value, multi-line commercial underwriting support
  • Client Satisfaction Improvement Strategies

Work Experiences

  • Contributed to $11 in annual store sales per 18 months.
  • Processed 11 invoices and mailed documentation to clients each one year.
  • Recommended, selected, and assisted in locating and obtaining out-of-stock product based on customer requests.
  • Analyzed customer data to identify problems, develop potential solutions, and ensure high-quality service.
  • Built strong, compassionate client relationships and earned a reputation for exceeding service standards.
  • Through the use of effective marketing strategies, I was able to exceed my sales targets.
  • Educated employees on company procedures and services.
  • Managed accounts in the Boston market with a $15 territory size.
  • Ensure that customers and internal departments are properly communicated with.
  • Kept up to date on product and service changes.

Summaries

  • With extensive experience in the metric industry, I am a knowledgeable and dedicated customer service professional.
  • Great phone skills and program talents have a proven track record of increasing productivity and customer satisfaction.
  • Dedicated to meeting and exceeding program objectives through effective communication and category abilities.
  • Worker with a strong understanding of process organization and framework product issues.
  • Empathy, dependability, and enthusiasm for customer satisfaction.
  • Proven leader with a track record of providing excellent customer service, as evidenced by 9 years of experience.
  • Insurance Verification Specialist with 5 years of experience explaining benefits and tracking coverage.
  • Bring extensive high-call volume experience working with procedure consumers spanning 10 years.
  • Senior Underwriting Assistant, Commercial Lines proactive with experience in providing support and resolving customer complaints.
  • Dedicated to exceeding expectations and leading the team to success.

Accomplishments

  • Supported special risk evaluations by reviewing high-complexity accounts, contributing to increased underwriting quality and lowered associated claim ratios by 51%.
  • 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%.
  • Resolved product issue through consumer testing.
  • Reduced duplicate policy entries by implementing data integrity checks, improving overall system accuracy for commercial portfolios by 64%.
  • Provided high-level support for the issuance of commercial multi-line policies, reducing turnaround times by 51% through enhanced automation and streamlined workflows.
  • Mentored and trained 15 junior assistants in underwriting processes, increasing their proficiency in commercial lines underwriting by 66%.
  • Contributed to the successful review of 6 underwriting accounts annually, identifying discrepancies and resolving 64% efficiently to ensure accuracy before submission.
  • Optimized portfolio performance analytics, enabling a reduction of portfolio churn by 65% and increasing profit predictability for high-value clients.
  • Liaised with underwriters to develop accurate referral summaries and provide decision-making support on high-value commercial accounts.
  • Assisted with the annual audit of 4 commercial accounts, ensuring compliance with company and state regulations for 2019.

Affiliations

  • International Risk Management Institute (IRMI)
  • Association of Information Technology Professionals
  • Society of Women Engineers
  • Association for Supply Chain Management (APICS)
  • Commercial Risk Solutions Network
  • Global Risk Management Institute (GRMI)
  • Surplus Lines Association Texas
  • Project Management Institute
  • American Medical Informatics Association
  • Society of Insurance Professionals (SIP)

Certifications

  • Commercial Lines Producer License Illinois
  • Fellow, Life Management Institute (FLMI)
  • Cisco Certified Internetwork Expert (CCIE)
  • Insurance Data Manager (IDM) Certification
  • Certified Risk Manager (CRM)
  • First Aid/CPR Certified
  • Google Certified Professional Cloud Architect
  • SHRM Certified Professional (SHRM-CP)
  • Certified Risk Analyst (CRA)
  • Apple Certified Associate (ACA)

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