Jansi Kelley, CIC, CISR
Senior Underwriting Assistant at Hallmark Financial Services Inc.- Claim this Profile
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Spanish Limited working proficiency
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Portuguese Elementary proficiency
Topline Score
Bio
Janet Stone Rittenberry
I worked with Jansi for 20 years. She was a valuable asset to my department. It was unfortunate that she was a casualty of the AIG restructuring plan. Jansi was a hardworking, loyal, dedicated employee. Jansi consistently performed her job duties in the most professional manner. She was always willing to help out with any added tasks or functions that needed to be completed. She was well liked by everyone. I feel Jansi will be an asset to any future employer.
Janet Stone Rittenberry
I worked with Jansi for 20 years. She was a valuable asset to my department. It was unfortunate that she was a casualty of the AIG restructuring plan. Jansi was a hardworking, loyal, dedicated employee. Jansi consistently performed her job duties in the most professional manner. She was always willing to help out with any added tasks or functions that needed to be completed. She was well liked by everyone. I feel Jansi will be an asset to any future employer.
Janet Stone Rittenberry
I worked with Jansi for 20 years. She was a valuable asset to my department. It was unfortunate that she was a casualty of the AIG restructuring plan. Jansi was a hardworking, loyal, dedicated employee. Jansi consistently performed her job duties in the most professional manner. She was always willing to help out with any added tasks or functions that needed to be completed. She was well liked by everyone. I feel Jansi will be an asset to any future employer.
Janet Stone Rittenberry
I worked with Jansi for 20 years. She was a valuable asset to my department. It was unfortunate that she was a casualty of the AIG restructuring plan. Jansi was a hardworking, loyal, dedicated employee. Jansi consistently performed her job duties in the most professional manner. She was always willing to help out with any added tasks or functions that needed to be completed. She was well liked by everyone. I feel Jansi will be an asset to any future employer.
Credentials
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Certified Insurance Counselors (CIC)
The National Alliance for Insurance Education and ResearchAug, 2019- Nov, 2024 -
Duolingo Portuguese Fluency: Intermediate (Estimated)
DuolingoApr, 2016- Nov, 2024 -
Duolingo Spanish Fluency: Advanced (Estimated)
DuolingoApr, 2016- Nov, 2024 -
Certified Insurance Service Representative (CISR) Designation
The National Alliance for Insurance Education and ResearchAug, 2013- Nov, 2024 -
Property & Casualty General Lines License
Texas Department of InsuranceSep, 2011- Nov, 2024 -
Surplus Lines Agent License
Texas Department of InsuranceOct, 2011- Nov, 2024
Experience
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Hallmark Financial Services Inc.
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United States
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Insurance
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100 - 200 Employee
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Senior Underwriting Assistant
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Jul 2017 - Present
• Rating General Liability new and renewal policies for Primary Casualty Division. • Support underwriters in following lines of business: Umbrella/Excess, Primary CGL, and Public Entity • Policy Issuance for all lines • State/Federal Filings processing • Endorsement/Cancellation/Renewal Reminder processing • Ordering audits and complete monetary endorsements based on final audit report • Inspection ordering and advise recommendations from inspector reports and follow up for completion/improvements • Service queue monitoring for status updates on outstanding information needed prior to processing endorsements • Training new employees • Extensive data entry • Quality control of underwriters accounts to assure no errors and all measures are met per wholesale brokers needs • Support multiple underwriters (whether in house or remotely) • Work closely with IT for continuous improvements on daily operating systems • Support underwriters in complete quoting/binding processes • Clearance
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AIG
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United States
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Insurance
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700 & Above Employee
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Underwriting Technician
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May 2010 - Oct 2016
• Supported four underwriters in Environmental Division with processing policies and endorsements through various systems; obtained critical information from various systems for them. • Handled broker inquiries on policy, endorsement and accounting issues; prepared auto spreadsheets for brokers on each vehicle’s premium, class code and VIN numbers.• Processed quote and binder letters on new and renewal bound accounts through various systems.• Prepared policy writing instructions for Service Centers in Malaysia and The Philippines. • Conducted quality control on issued policies, endorsements and the accuracy of file maintenance; ensured all policies, endorsements, and cancellations processed in timely manner.• Validated producer licensing in system and validated paperwork processing.• Processed state filings and composite audit reports for Operations Manager in Chicago and Department Manager in Dallas.• Trained new Underwriting Technicians in Dallas.
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Underwriting Assistant
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Oct 2007 - May 2010
• Supported Dallas underwriters in rating, processing policies and endorsements, billing and coding of new and renewal Auto, Eagle (Pollution/GL), Contractors Pollution and Errors & Omission policies.• Handled broker inquiries on policy, endorsement and accounting issues; prepared auto spreadsheets for brokers on each vehicle’s premium, class code and VIN numbers.• Prepared renewal/nonrenewal letters and obtain information from the various systems.• Prepared weekly reports for Department Manager.• Trained new Underwriting Assistants in Dallas.
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Service Specialist
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Jan 1998 - Oct 2007
• Rated Commercial Auto and General Liability new and renewal policies for Environmental Division.• Set up and issued policies and endorsements, which included correct coding of premium and reinsurance where applicable; prepared for policy assembly, quality review, and delivery of policies per the Environmental guidelines; produced work within service standards 100% of the time which included quotes, policy issuance and endorsements. • Obtained loss runs and handled accounts receivable.• Trained new Service Specialists throughout regions (i.e.: Los Angeles, Boston, New York)
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Administrative Assistant
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Apr 1988 - Jan 1998
• Managed travel arrangements, expense reports, and calendar for Regional Manager and underwriters.• Coordinated weekly account status reports from eleven regional offices.• Ordered supplies and handled inquiries thru multi-line telephone for Regional Managerand underwriters.• Trained new Administrative Assistants in other regions.
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Secretary
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Aug 1985 - Apr 1988
• Supported the Department Manager, two underwriters, rater and policy typist; handled broker correspondence and answered phones
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Education
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1978 - 1982
Clinton High School
High School Degree, Business Administration and Management, General -
Brookhaven Community College
None, Spanish I - Summer School -
Collin County Community College
None, Spanish II - Summer School
Community
