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Skills

  • Customer needs assessment
  • Data-driven risk analysis
  • Supervision
  • Discrepancy resolution
  • Loss protection
  • Client relationship management
  • Risk management
  • Policy quoting and pricing
  • Business Development
  • Compliance adherence

Work Experiences

  • Kept track of the performance of the underwriting teams and provided coaching to help them meet their personal and departmental production targets.
  • Analyzed property damage risk assessments and suggested amendments to coverage clauses, reducing corporate exposure to high-risk properties.
  • Assisted with special projects aimed at improving the underwriting process, such as an initiative that saw a $6 cut in operational costs.
  • Approved over $8 worth of new business.
  • Had an excellent attendance record and was always on time for work.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved results within the first 18 weeks.
  • Collaborated with cross-functional teams.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Applied expertise in evaluating risk for high-value Workday.

Summaries

  • Achieved superior outcomes.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Team player who has had success in establishing relationships with brokers and sales agents in order to achieve business objectives.
  • Achieved cost savings.
  • Underwriting Clerk is a recent graduate with a degree in Miscellaneous who is excited to begin a career in underwriting.
  • Analytical Underwriting Clerk with quality assurance expertise.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Adaptable and tech-savvy Underwriting Clerk, integrated cloud-based solutions to reduce case-review times by 41%, enhancing operational workflows.
  • Capable and reliable Underwriting Clerk.
  • Underwriting Clerk with 10 years of experience in risk assessment is eager to join Cedar Works.

Accomplishments

  • Built collaborative relationships across underwriting, legal, and compliance teams to ensure adherence to new risk frameworks mandated by initiative.
  • Resolved product issue through consumer testing.
  • Utilized business intelligence tools to review the monthly policy performance and adjusted underwriting standards as needed, decreasing losses by 67%.
  • Provided recommendations to underwriting management team to restructure the approval process, resulting in a savings of 6 annually.
  • Worked cross-functionally to address challenges in policy renewals, enhancing client satisfaction leading to a 26% decrease in renewal lapses.
  • Managed a portfolio of 10 insurance policies for both individual and commercial clients, achieving an annual retention rate of 52%.
  • Coded and categorized a pipeline of over 9 policies into the company’s new technology platform, leading to faster data retrieval and reduced search times.
  • Authored updates to internal training manuals on risk assessment processes, leading to more consistent evaluations and reducing onboarding times for new staff by 16 weeks.
  • Documented and resolved procedure which led to method.
  • Provided detailed underwriting reports on high-net-worth clientele which helped boost retention and acquisition rates by 23%.

Affiliations

  • Risk and Insurance Management Society (RIMS)
  • Association of Information Technology Professionals
  • Certified Insurance Counselor (CIC)
  • Institution of Risk Management (IRM)
  • National Association of Mutual Insurance Companies (NAMIC)
  • Project Management Institute
  • National Underwriter Professional Group
  • Society of Insurance Research (SIR)
  • Association for Advanced Life Underwriting (AALU)
  • American Institute for Chartered Property Casualty Underwriters (CPCU Society)

Certifications

  • Property & Casualty Insurance License (P&C)
  • Associate in Commercial Underwriting (AU)
  • Advanced Underwriting Certification Meridian
  • Associate in Risk Management (ARM)
  • Accredited Adviser in Insurance (AAI)
  • Loan Underwriting Certification Vantage
  • Certified Loan Processor & Underwriter (CLPU)
  • Certified Public Accountant (CPA)
  • ISO 31000 Risk Manager Certification
  • Financial Risk Manager (FRM)

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