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Skills

  • Problem resolution
  • Budgets
  • Disaster Recovery Planning
  • Fraud detection and prevention
  • Client onboarding process improvement
  • Analytical and problem-solving mindset
  • Relationship development
  • Business operations
  • Cross-departmental collaboration
  • Method equipment

Work Experiences

  • Assessed underwriting risks for clients.
  • Authored underwriting policy guidelines for the QuickBooks, adopted company-wide in 2016.
  • Aligned underwriting goals with financial strategy.
  • Kept track of the performance of the underwriting teams and provided coaching to help them meet their personal and departmental production targets.
  • Analyzed diverse financial documents.
  • Achieved 72% lower underwriting losses.
  • Adopted company-wide in 2015.
  • Achieved growth in 2016.
  • Analyzed data from 18 policies.
  • Audited 17 applications per week.

Summaries

  • Adhered to industry regulations.
  • Strengths in data analysis and quality assurance backed up by Miscellaneous training.
  • Costs were consistently reduced while profits were increased.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Consistently improved loss ratios by 50%.
  • Consistently exceeded expectations.
  • Achieved recognition for fraud prevention.
  • Adept at using data-driven decision-making tools, improving client onboarding efficiency by 34%. Proven leader in underwriting guidelines development and risk avoidance metrics.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Analytical Underwriting Specialist with workflow optimization expertise.

Accomplishments

  • Built and maintained relationships with external brokers to optimize the underwriting pipeline, reducing applicant drop-offs by 76%.
  • Optimized the use of Salesforce to enhance underwriting profitability by predicting future loss trends and reducing client churn by 39%.
  • Collaborated with cross-functional teams to enhance underwriting processes, resulting in a 57% turnaround time reduction.
  • Supported junior underwriting staff by answering technical questions and reducing error rates by 56%.
  • Monitored and adjusted risk scoring models, boosting underwriting accuracy by 70% across multiple product lines.
  • Generated $11 in new business within 6 months by cultivating trusted relationships with high-profile clients and brokers.
  • Actively monitored industry trends and competitor behavior to adapt underwriting practices, contributing to 31% year-over-year portfolio growth.
  • Collaborated with team of 13 in the development of procedure.
  • Reduced underwriting department expenses by 14 through improved automation processes and cost-efficiency assessments.
  • Analyzed historical claims to adjust underwriting defaults in the automated system, reducing manual interventions by 15% and increasing throughput.

Affiliations

  • American Risk and Insurance Industry Association (ARI)
  • Certified Property Casualty Underwriter (CPCU)
  • Insurance Professionals International Network (IPIN)
  • Jaycees
  • Freemason
  • International Association of Administrative Professionals
  • Society of Women Engineers
  • Rotary International
  • Society of Insurance Research (SIR)
  • Insurance Accounting and Systems Association (IASA)

Certifications

  • SAS Certified Risk Expert
  • ISO 31000 Lead Risk Manager
  • Project Management Professional (PMP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Salesforce
  • First Aid/CPR Certified
  • Certified Credit Risk Specialist (CCRS)
  • Associate in General Insurance (AINS)
  • Associate in Personal Insurance (API)
  • Certified Financial Risk Manager (FRM)

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