Experience

Professional Solutions

• United States
• Insurance
• 1 - 100 Employee

• Underwriting Operations Analyst

  • Aug 2022 - Present

  Clive, Iowa, United States Underwrite and analyze risks and accounts assigned, serve as IT Liaison, provide training, and write and maintain procedures.

• Underwriter

  • Mar 2015 - Aug 2022

  Underwriter for various lines of business handling incoming applications and change requests. Work with internal and external agents via email and on the phone. Assist the IT staff on system changes, enhancements, and upgrades. Assist in writing procedures.

• Dental Team Leader

  • Jan 2011 - Mar 2015

  Worked close with internal and external agents, members of our dental team, and customers directly to handle the needs of all. Performed tasks such as underwriting of applications and change requests, answered incoming calls, served as a back-up for our internal sales agent when she was out of the office, placed calls to agents and customers to clarify information or handle situations, wrote procedures for the department, worked very close with our IT staff on system changes, enhancements, and… Show more Worked close with internal and external agents, members of our dental team, and customers directly to handle the needs of all. Performed tasks such as underwriting of applications and change requests, answered incoming calls, served as a back-up for our internal sales agent when she was out of the office, placed calls to agents and customers to clarify information or handle situations, wrote procedures for the department, worked very close with our IT staff on system changes, enhancements, and upgrades, management reports, assisted with hiring and training of new employees, and various other tasks.

• Client Service Representative

  • Mar 2010 - Jan 2011

  Underwriter and customer service for professional liability program for attorneys. Assisted with monthly reports and systems issues. Served as a back-up for the IT person that handled our admin system. Various other duties.



NCMIC

• United States
• Insurance
• 100 - 200 Employee

• Sr. Product Training Coordinator

  • Mar 1997 - Mar 2010

  Handled training of new and existing employees on various topics such as customer service and our products and systems; handled supervisor calls; handled workflows that needed supervisor approval; assisted with incoming calls or other positions when short-staffed; various management reports; maintained license information for agents' licenses of client representatives and tracked and registered representatives for CE courses; served as an IT liaison with system changes, enhancements, and… Show more Handled training of new and existing employees on various topics such as customer service and our products and systems; handled supervisor calls; handled workflows that needed supervisor approval; assisted with incoming calls or other positions when short-staffed; various management reports; maintained license information for agents' licenses of client representatives and tracked and registered representatives for CE courses; served as an IT liaison with system changes, enhancements, and upgrades; and various other tasks. Show less



Homesteaders Life Company

• United States
• Insurance
• 200 - 300 Employee

• Marketing Coordinator

  • Nov 1999 - Sep 2000

  Assistant to the VP of Marketing. Handled review and approval of expense reports and created monthly production reports for sales staff. Coordinated semi-annual sales staff meetings, including travel arrangements. Arranged customer visits to the home office including picking up from or delivering to the airport, hotel, and home office; dinners with co-workers and visitors; home office tours for visitors; events and outings for visitors such as golf or hunting. Many other duties as they came up.



Homesteaders Life Company

• United States
• Insurance
• 200 - 300 Employee

• Customer Service Representative

  • Jul 1996 - Mar 1997

  Reviewed incoming applications and changes for customers, data entry, handled phone calls, and assisted account executives and agents with questions or issues.



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Compensation Specialist

  • 1994 - 1996

  Tracked production information and stats for sales staff and assisted with bonuses



J&H/KVI

• Senior Account Representative

  • 1990 - 1994

  Customer service for group universal life program and COBRA and assisted with various reports.