Experience

eFinancial

• United States
• Insurance
• 200 - 300 Employee

• Senior Underwriter

  • Jun 2013 - Present

  Chicago, IL



MetLife

• United States
• Insurance
• 700 & Above Employee

• Underwriter II

  • May 2011 - May 2013

  Bloomfield, CT Evaluated complex applications for individual life insurance and accepted or declined the risk based upon analysis of medical history, personal hazards, financial background, insurable interest, and other information pertinent to the decision. Partnered with field agents and agency support staff to gather information and explain decisions and courses of action. Mentored and co-signed cases for junior underwriters and provided guidance to less experienced staff. Worked with a variety of internal… Show more Evaluated complex applications for individual life insurance and accepted or declined the risk based upon analysis of medical history, personal hazards, financial background, insurable interest, and other information pertinent to the decision. Partnered with field agents and agency support staff to gather information and explain decisions and courses of action. Mentored and co-signed cases for junior underwriters and provided guidance to less experienced staff. Worked with a variety of internal and external partners to ensure prompt and efficient service and achieve departmental goals and service standards.

• Underwriter

  • Jun 2007 - May 2011

  Tampa, FL Assessed the risk of applications for individual life insurance based upon analysis of risk information pertinent to the decision. Interacted with agents and support staff to gather information and explain courses of action. Worked with a variety of partners to ensure efficient service and achieve departmental goals. Participated in ongoing training to continue to develop skills and knowledge of risk assessment, medical concepts, customer service, and business systems and processes.

• Supervisor of New Business Services

  • Jun 2006 - Jun 2007

  Somerset, NJ Provided direct supervision over a unit of life new business associates responsible for underwriting case management and shared services. Developed and updated procedures and workflow to optimize efficiencies and make service improvements. Facilitated staff meetings. Assigned and scheduled work. Created and maintained productivity and quality reports. Reviewed performance appraisals, salary increases, promotions, and human resource matters. Served as a point of contact for escalated cases for… Show more Provided direct supervision over a unit of life new business associates responsible for underwriting case management and shared services. Developed and updated procedures and workflow to optimize efficiencies and make service improvements. Facilitated staff meetings. Assigned and scheduled work. Created and maintained productivity and quality reports. Reviewed performance appraisals, salary increases, promotions, and human resource matters. Served as a point of contact for escalated cases for interdepartmental inquires.

• Senior New Business Representative

  • Dec 2004 - Jun 2006

  Somerset, NJ Provided functional direction on processing procedures as underwriting assistant team lead. Investigated and resolved issues with life insurance applications via incoming and proactive outgoing calls and emails as primary contact for field sales agency personnel. Provided guidance and answered questions to ensure that all supporting forms and underwriting requirements were properly completed with proper signatures. Worked with a variety of internal and external partners to order and follow up… Show more Provided functional direction on processing procedures as underwriting assistant team lead. Investigated and resolved issues with life insurance applications via incoming and proactive outgoing calls and emails as primary contact for field sales agency personnel. Provided guidance and answered questions to ensure that all supporting forms and underwriting requirements were properly completed with proper signatures. Worked with a variety of internal and external partners to order and follow up on pending life insurance application underwriting requirements.

• Underwriting Assistant

  • Sep 2002 - Dec 2004

  Bridgewater, NJ Acted as contact for sales agency personnel to provide statuses and investigate issues with life insurance applications. Reviewed applications and associated documents, audited application information, and resolved data entry discrepancies. Provided guidance and answered questions to ensure that all supporting forms and underwriting requirements were properly completed. Worked with internal and external partners to order and trace pending underwriting requirements.

• Policy Change Analyst

  • Sep 2000 - Sep 2002

  Pearl River, NY Reviewed requests for life insurance policy changes, gathered data from various computer systems, and organized background data to support the change. Determined whether requested policy changes met company guidelines. Processed contractual changes and conversions within terms of service level agreements.