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Skills

  • First Aid/CPR
  • Mail handling
  • Claims leakage reduction strategies
  • MS Office
  • Framework equipment
  • Conflict resolution with internal and external stakeholders
  • Cross-functional team collaboration
  • Data integrity and accuracy management
  • Organization
  • Filing and data archiving

Work Experiences

  • Contributed to a 29% improvement in department-wide KPIs.
  • Achieved 75% approval rate on high-risk policies.
  • Kept the reception area clean to foster a positive, professional atmosphere for all stakeholders, including Underwriting Administrative Specialists and clients.
  • Assessed Adobe Creative Suite insurance policies.
  • Achieved 73% approval rate on high-risk policies by implementing strategic review processes and maintaining proactive client communications.
  • Consistently met time constraints.
  • Planned domestic and international travel, including airfare, hotel reservations, and ground transportation.
  • Was responsible for a variety of administrative, financial, and service-related tasks, including workflow optimization and process improvement.
  • Coordinated with the compliance team to ensure underwriting practices met internal and external audit requirements, securing a 78% audit pass rate.
  • Was in charge of ordering and distributing office supplies while staying within a set budget.

Summaries

  • Reviewing and assessing processes, as well as implementing continuous improvement initiatives to streamline office operations, is a strong suit.
  • 17+ years of experience in underwriting.
  • Achieved results over 2019.
  • Strong work ethic and ability to boost company morale.
  • Assisted with policy issuance workflows.
  • Offering a 8 background as well as exceptional process improvement and team leadership abilities.
  • Meticulous Underwriting Administrative Specialist capable of creating exceptional communications, presentations, and spreadsheets that meet a variety of administrative needs using HubSpot.
  • Underwriting Administrative Specialist is a talented Underwriting Administrative Specialist who goes above and beyond basic administrative tasks by juggling multiple projects at the same time.
  • Dedicated administrative professional with a track record of leading administrative teams and delegating tasks to meet operational objectives.
  • Committed to providing high-level technical support to policyholders and agents, improving renewal rates and customer satisfaction.

Accomplishments

  • Created operational guidelines that improved the consistency and quality of underwriting file reviews, contributing to Meridian's compliance efforts with regulatory standards.
  • Assisted in the development of risk assessments for new and existing clients, leading to a 64% increase in underwriting approval rates.
  • Resolved product issue through consumer testing.
  • Monitored underwriting submissions to ensure alignment with corporate risk appetite, resulting in 29% improved portfolio performance.
  • Assisted with the documentation of underwriting workflows, allowing Lakeside Partners to pass external audits with zero major discrepancies identified.
  • Implemented optimized workflow processes which enhanced underwriting document management, reducing processing time by 53%.
  • Improved underwriting accuracy by 76% through the implementation of targeted quality assurance checks and enhanced training programs.
  • Piloted an underwriting database clean-up project, improving data integrity and reducing outdated entries by 28%.
  • Created weekly underwriting performance reports for senior management, providing actionable data that contributed to financial forecasting accuracy.
  • Worked directly with cross-functional teams to identify underwriting bottlenecks, developing a solution that reduced cycle times by 23%.

Affiliations

  • Mortgage Bankers Association (MBA)
  • Association for Supply Chain Management (APICS)
  • National Underwriting Association
  • International Council of Nurses
  • Risk and Insurance Management Society (RIMS)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • American Association of Underwriting Professionals (AAUP)
  • Association for Financial Professionals (AFP)
  • National Association of Social Workers
  • Project Management Institute

Certifications

  • Property and Casualty Insurance License
  • Global Risk Management Institute (GRMI) - Risk Insurance Professional (RIP)
  • Insurance Regulatory Compliance Specialist (IRCS)
  • Associate in Personal Insurance (API)
  • Certificate in Insurance Law (CIL)
  • Google Certified Professional Cloud Architect
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Insurance Counselor (CIC)
  • Certified Business Analysis Professional (CBAP)

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