| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Pawling, NY PHONE NUMBER AVAILABLE EMAIL AVAILABLEProfessional SummaryDiligent and astute Underwriting Assistant with 13+ years of experience processing, issuing, and updating policies and endorsements in compliance with company and regulatory requirements. Adept at researching policy discrepancies to mitigate errors, prioritizing important tasks, and interfacing with underwriters to verify conditions of approval. Demonstrated success assisting in accounting procedures such as invoicing, supporting day-to-day operations, and communicating with brokers and clients to obtain additional information.SkillsRisk Underwriting Assistance, Policy Issuance & Endorsement, Documentation Review & Processing, Accounting Procedures & Invoicing, Records Management, Data Entry & Collection, Effective Problem-Solving, Verbal & Written Communication, Risk Assessment, Confidentiality Standards, Regulatory ComplianceWork ExperienceUpland Capital Group Dallas, TXUnderwriting Assistant - Excess Transportation November 2022 August 2024Reviewed numerous insurance applications daily, ensuring accuracy of information and adherence to underwriting guidelinesAssisted underwriters in risk assessment by analyzing applicant documents, resulting in large decrease in high-risk policy approvalsObtained data from file to facilitate binder and invoice, and followed up on required subjectivities for issuance of final policy documentManaged communication with brokers, agents, and clients, providing timely and accurate responses to inquiries and requestsPrepared and processed policy documents and endorsements for clients while maintaining high attention to detail and accuracy in all documentationUtilized underwriting software to input and update policy information, leading to a reduction in processing timeTokio Marine HCC Specialty Mt. Kisco, NYSpecialty Underwriting Assistant II - Production January 2011 October 2022Followed established policies and procedures for processing endorsements and issuing/sending policies for countersignaturesDevised time management system which streamlined workflow and greatly optimized efficiencyConducted thorough research and analysis on policy discrepancies, leading to a reduction in errors and client disputesManaged underwriting files, ensuring all documentation is organized and easily accessible for audits and reviewsCommunicated with agents and clients to request missing information needed for underwriting decisions, maintaining high client satisfaction rateOptum Medical Group Mt. Kisco, NYPractice Assistant June 2016 July 2022Conducted patient intake interviews in line with urgent care guidelines, capturing information for new patient recordsScheduled appointments for numerous patients per day, optimizing physician's schedule for maximum efficiencyOrganized and maintained insurance and emergent medical data, ensuring accuracy and confidentialityAdditional ExperienceWMG Financial Advisors Administrative AssociateTechnologiesImageRight, AS400, NextGen, OneShield Marketing Solutions (OMS), Citrix, Microsoft Office Suite (Excel, Word, Outlook), 60 WPM (Typing Speed)EducationHigh School Diploma Hoosic Valley Central High SchoolAnti-Fraud and Anti-Money Laundering Training 2024Interpersonal Communication, Developing Your Emotional Intelligence LinkedIn 2022 |
