Loretta McCauley

Underwriter II at Southern Insurance Underwriters, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Woodstock, Georgia, United States, GE
Languages
  • English -

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Credentials

  • AINS
    The Institutes
  • Certified Insurance Service Representatives (CISR)
    The National Alliance for Insurance Education and Research

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Underwriter II
      • Mar 2023 - Present

    • Underwriter I
      • Apr 2020 - Present

    • Underwriting Assistant
      • Jul 2019 - Apr 2020

    • United States
    • Insurance
    • 1 - 100 Employee
    • Underwriting Technician
      • Jul 2018 - Dec 2018
    • United States
    • Retail
    • Associate Underwriter
      • Jun 2012 - Jul 2018

      Underwrite Northeast territory of Child Care property & casualty package insurance accounts – approximately 1200 accounts.Maintain strong renewal retention of accounts, overall 92% retention and maintaining a 65 day lead on all renewals.Service accounts throughout the year, including endorsement approvals, cancellations, reinstatements, and overall responsibility of maintaining account profitability.Establish and foster excellent relationships with retail agency partners within assigned territory through regular contact, travel, and agency visits. Show less

    • Underwriting Assistant
      • Oct 2011 - Jun 2012

      Assist the underwriters gather required information for renewal policies, sending renewal reminders and file closures.Responsible for indexing for various departments, such as TanPro, FunPro and Spa.Responsible for cancellations, reinstatements, non-renewals and final cancellations for TanPro, Fun Pro and Spa.Responsible for monied endorsements, such as the deletion of terrorism.Responsible for sending premium finance acknowledgement letters for TanPro and Spa.Assist Denver Fitness and Atlanta Fitness with the entering of prospective insured applications using various in-house systems such as FileMaker, RateForest, AIM and ImageRight.Assist Denver Fitness with entering new prospects and updating existing prospects in AIM and FileMaker. Show less

    • United States
    • Telecommunications
    • 1 - 100 Employee
    • Administrative Assistant/Receptionist
      • Jan 2004 - May 2011

      Provide general administrative support for office personnel. Provide weekly financial reports for management using Microsoft Excel, Word and Powerpoint. Maintain and coordinate calendars, schedule appointments and meetings and arrange travel schedules. Schedule, plan, and organize all logistical details for in-house and off-site meetings, including Webex. Provide general administrative support for office personnel. Provide weekly financial reports for management using Microsoft Excel, Word and Powerpoint. Maintain and coordinate calendars, schedule appointments and meetings and arrange travel schedules. Schedule, plan, and organize all logistical details for in-house and off-site meetings, including Webex.

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Dec 2000 - May 2011

      Inventory control and restocking of both Hallmark and allied vendor merchandise. Created display arrangements, placement and promotional products for the store. Accountable for the management of financial transactions which included daily opening procedures and closing reconciliations. • Interacted with customers in a friendly and knowledgeable manner. Inventory control and restocking of both Hallmark and allied vendor merchandise. Created display arrangements, placement and promotional products for the store. Accountable for the management of financial transactions which included daily opening procedures and closing reconciliations. • Interacted with customers in a friendly and knowledgeable manner.

    • United States
    • Insurance
    • 700 & Above Employee
    • Pensions Benefit Consultant
      • Jan 1991 - Aug 1998

      Responsible for the day to day administration of retirement contracts along with the customer service support to individual annuitants. Direct liaison with clients regarding benefits and claims processing. Worked on the Corporate Account Administration team for large clients such as The New York Stock Exchange, Depository Trust and The American Bureau of Shipping. Participated in the team project to update the Reserves System (CTS), for the Defined Benefit Team. Responsible for the day to day administration of retirement contracts along with the customer service support to individual annuitants. Direct liaison with clients regarding benefits and claims processing. Worked on the Corporate Account Administration team for large clients such as The New York Stock Exchange, Depository Trust and The American Bureau of Shipping. Participated in the team project to update the Reserves System (CTS), for the Defined Benefit Team.

Education

  • Chattahoochee Technical College
    Early Childhood Education
    2009 - 2011

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