Experience

• 

  Velocity Risk

  • Chicago, Illinois, United States

  • Underwriter Assistant

    • Feb 2020 - Feb 2022
    • Chicago, Illinois, United States

• 

  Amtrust Financial Services

  • Chicago, IL

  • Assistant Undewwriter

    • Aug 2014 - 2019
    • Chicago, IL

    Supported Underwriter through customer service, rating, and processing of underwriting file. Prepared information and sent to processing for inception / midterm endorsement, cancellations, and reinstatements. Calculated possible risk and decided how much insurers or organizations paid for premiums. Quoted accounts up to $15K, prepared proposals, negotiated terms, resolved premium concerns and sent policies to be issued. Quoted animal shelters, group homes, churches, schools, senior centers, day cares, women and men shelters. • Prepared upcoming renewal accounts with updated loss runs utilizing underwriting tools and notified underwriters. Processed and sent out renewal applications. Followed up with broker to receive required renewal documentation or information as needed.• Communicated with agents and customer service reps concerning renewal accounts. Ensured premiums were competitive; corresponded with agents to accomplish mutual goals and negotiated premiums.• Provided underwriting service support, including manuscript endorsements needed to issue policies. Processed documentation into ANA for quotes and binder reporting. Documented files with updated information. • Developed and maintained effective relationships in a boundary less manner with accounting service support, etc. to ensure product service standards are being delivered to clients.• Managed diary system to ensure that all necessary information is received within established timelines.• Maintained submission and policy files according to documented standards.• Updated multiple spreadsheets to ensure underwriters have accurate and up-to-date information on accounts. Reviewed Insurance to Value (ITV) report for locations that are under and overvalued to communicate to the agent.• Released quotes consisting of performing all functions as an Underwriters Assistant up to the Underwriters functions.

• 

  Insurance and Consulting Industries

  • Greater Chicago Area

  • Assistant Underwriter

    • 2007 - 2019
    • Greater Chicago Area

    I am an underwriting and administrative assistant professional with nearly 15 years of experience in the insurance industry. I am well known for my customer service skills. I am open for opportunities in similar industries or in the consulting areas of business. Please contact me via LinkedIn or my email address at [email protected].

• 

  Trident Insurance Services

  • Associate Underwriter

    • 2009 - 2014

    Responsible for calculating possible risk and deciding how much insurers or organizations pay for premiums. Quoted renewal accounts up to $100K, prepared proposals, negotiated terms, and issued policies.• Gathered and assessed background information to effectively evaluate the risk involved with municipalities, schools and water districts.• Determined whether risk should be shared with a re-insurer; computed results for appropriate premiums using actuarial information, other statistics and personal judgement.• Communicated with agents and customer service reps concerning submitted accounts. Identified missing information to quote an account and requested target prices.• Ensured premiums were competitive; corresponded with agents to accomplish mutual goals. • Specified conditions to be imposed on different types of policies, i.e., asking that a property owner install a security alarm.• Kept detailed and accurate records of policies underwritten and decisions made.• Maintained property rates by measuring distance using RMS 11 risk meter; obtained flood / earthquake zones.• Released quotes per Accelerated Renewal Program consisting of performing all functions as an Underwriters Assistant up to the Underwriters functions.

  • Underwriter's Assistant

    • 2007 - 2009

    Supported underwriters through customer service, rating, and processing of underwriting files. Processed inception / midterm endorsement, cancellations, reinstatements, and analysis of loss runs. • Assisted the underwriter with compiling rating calculations to determine risk factor of accounts. • Reviewed, evaluated, and categorized incoming documents to verify information for accuracy.• Corresponded with producers and customer service reps to accomplish mutual goals.• Prepared insurance forms, documents, and correspondence to provide customer service and support effort to acquire and retain profitable business. • Trained new employees in all UA functions as senior employee.• Prepared auto / property spreadsheets insuring the property had COPE information, produced flood and earthquake zones, and calculated rates. • Maintained electronic filing system.

  • Admistrative Assistant

    • 2005 - 2007

    Received more than 100 insurance applications weekly to input into Polaris system. Prepared loss runs to determine overall loss ratio for risk determination. • Sent renewal letters to agents and insurers to obtain updated information and renew policies. •Greeted clients, visitors, and guests.•Answered/returned phone calls as well as sent and received packages/mail.• Developed working relationships with agents and customer service reps. •Scheduled/planned meetings, events, travel and hotel accommodations. Sent/received emails and faxes.•Managed and distributed information within the office.

• 

  Lincoln Park Chiropractic

  • Chicago, IL

  • Office Manager | Chiropractor's Assistant

    • 2002 - 2005
    • Chicago, IL

    Managed an office of two Chiropractors and a massage therapist including ordered inventory, verified insurance, sent insurance claims, tracked insurance payments and customer billing, and prepared new patient files. Interacted with customers and managed accounting activities including accounts receivable, daily balancing account cards, balancing daily and monthly ledgers and preparing and making deposits. ,