Associate Underwriter Resume Samples

An Associate Underwriter will assess the financial risk for insurance companies and their clients. A well-drafted Associate Underwriter Resume indicates the following duties and tasks – protecting clients from financial losses and risks; looking at the submitted forms and accessing if the proposed risk is acceptable or not; calculating risks, helping the underwriter by formulating a risk profile, answering to questions relating to policy status or billing error; analyzing applications and screening applications, and ensuring the policy transactions such as quotes and renewals are issues correctly.

To work in this field, technical skills and good communication are vital; the person should also be comfortable working with computer software programs and be able to approve or deny the application for insurance coverage properly. While formal education is not expected, knowledge about rating systems and working with various types of insurances are a must.

Associate Underwriter Resume example

Associate Underwriter Resume

Summary : Seeking a full-time career opportunity with a progressive organization, providing a way to expand knowledge and skills. Assist the Underwriting Team in account maintenance while learning various underwriting tasks necessary for advancement.

Skills : Medical Malpractice Insurance.

Description :

    1. Ordered, analyzed and interpreted inspections on accounts written.
    2. Navigated and understanded numerous company manuals.
    3. Quoted, entered & binded Renewal accounts with New Business as tasked
    4. Contributed to organization effectiveness by identifying short-term and long-range issues that must be addressed; providing information and commentary pertinent to deliberations.
    5. Maintained inter- and intradepartmental workflow by fostering a spirit of cooperation
    6. Maintained professional underwriting and technical knowledge by attending educational workshops.
    7. Contributed to team effort by accomplishing various tasks as they are assigned.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Computer Technology


Sr. Associate Underwriter Resume

Summary : Everest is a leading global reinsurance and insurance organization with extensive product and distribution capabilities, a strong balance sheet and an innovative culture. Throughout our history, Everest has maintained its discipline and focus on creating long term value through underwriting excellence and strong risk and capital management.

Skills : Medical Malpractice Insurance.

Description :

    1. Responsible for Provide support for Medical Protective agents via phone calls, emails and faxed requests.
    2. Received, researched, documented, and resolved all customer inquiries/requests with accuracy and professionalism to ensure profitability and customer satisfaction Underwrite
    3. Processed mid-term adjustment requests, answer coverage-related questions, price indications.
    4. Resolved billing issues Work with independent agents to review and gather needed information for new business submissions and renewal reviews.
    5. Worked with agents and direct customer to evaluate policy change requests to ensure underwriting has complete
    6. Accurated information to review Become an expert on Medical Protective's online application
    7. Walked agents through the steps required to complete an application online.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Computer Technology


Jr. Associate Underwriter Resume

Objective : Over 11 years of experience in the field. experiences range from lending to banking to investments to commercial insurance. Responsible for handling a renewal book of business and new business if needed by reviewing each risk, requesting underwriting information, quoting, binding, and servicing accounts through the policy term.

Skills : Customer Service, General Office Experience, MS Office, Word, Excel, Typing, Ten-key, Computers, Data Bases.

Description :

    1. Collaborated with  team on renewal and new business strategies to profitably grow our book of business.
    2. Worked on retaining existing accounts by working renewals on a timely manner and communicating often with brokers and business partners.
    3. Analyzed current and prospect risks and document my findings utilizing risk engineering reports, supplemental applications, contractor's questionnaires and industries websites.
    4. Make appropriate determination as to whether our prospects and current clients are above or below the average risk.
    5. Managed a database of current policy/policyholders and update the database as needed.
    6. Evaluated exposures, controls, loss history and financial condition.
    7. Maintained accurate and detailed notes on the policy and notified appropriate agency through phone and computer.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S.

Associate Underwriter III Resume

Objective : Provides a high level of energy while producing proven output for a world leader in membership-only retail, Sam's Club. Thrives in a fast paced, multi-facet business realm, and always willing to adapt in the mastering of new skills. A valuable team player with the ability to quickly grasp new programs/initiatives and procedures while remaining eager to learn.

Skills : Workers Compensation Underwriting Specialist, Employee Dishonesty/Crime Underwriting Specialist.

Description :

    1. Assumed processing responsibility for assigned states.
    2. Processed policy changes via ANPAC computer system and resources; including the finalizing of data entry and authorizing issuance of policies.
    3. Reviewed policy information, perform rating of vehicle drivers, verify appropriate coverage, etc.
    4. Reviewed required documentation for policy changes.
    5. Followed up with the underwriter and modify the policy as necessary.
    6. Reviewed new business binders and applications for accuracy.
    7. Determined if policy meets eligibility guidelines and accept, reject and/or adjust coverage as necessary.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Certificate

Associate Underwriter II Resume

Summary : Accomplished, energetic and seasoned with more than 35 years of experience in the Commercial Insurance field. Track record of achieving exceptional results in getting what needs to be done. Background is Admitted Companies, Excess and Surplus lines and Retail Agencies.Excellent communication skills as well as computer. Handle tasks with accuracy and efficiency.

Skills : Microsoft, Oracle, Excel.

Description :

    1. Serviced of Renewals for the Waste Haulers Division.
    2. Wasted Hauler's main coverage is Automobile and General Liability, along with an occasional Property.
    3. Maintained the highest level of customer service.
    4. Reviewed of all MVR's and Endorsement requests Communicating with Agents and the Broker that did the issuance of all of our Policies, Endorsements and Cancelations.
    5. Studied and became knowledgeable in both personal property and personal auto underwriting.
    6. Reviewed existing policy requests for corrections, endorsements, and cancellations.
    7. Used professional phone and computer etiquette with colleagues, agents, and policyholders.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management

Associate Underwriter I Resume

Summary : Continue career development in Insurance by expanding underwriting skills and knowledge, learning the responsibilities and processes of adjoining departments, adding expertise to achieving and exceeding annual goals.

Skills : Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Microsoft Lync.

Description :

    1. Sent out letters to insureds who are underinsured and notifying about their Cov A increase.
    2. Reviewed the risk for Auto and Property to see if it meets AAA guidelines.
    3. Premiumed gain with Safeco and Travelers book combined.
    4. Aided producers and insureds with questions regarding their worker's compensation policies.
    5. Processed endorsements necessary to keep policies accurate and up-to-date.
    6. Reviewed new policy applications for eligibility, corrections, and cancellations.
    7. Maintained current knowledge of underwriting guidelines, pricing guidelines and product knowledge.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Finance

Assistant Associate Underwriter Resume

Summary : Provide support the underwriting group by underwriting business that will produce an underwriting profit. Underwriter will review submissions and identify exposure and risk, determine accurate classifications and rates, and may answer questions concerning a policy status or billing for policies.

Skills : Microsoft Office Applications; Quickbooks; Data Entry; Filing; Multi-Line Switchboard.

Description :

    1. Identified hazards, exposures, and controls to determine acceptability of an insured.
    2. Analyzed coverage terms to provide an insurance contract that reflects the program desired and contains the proper coverage forms.
    3. Serviced book of assigned business and assist others with underwriting analysis, rating, policy issuance, endorsements, audits, cancellations, reinstatements, or other account processes.
    4. Identified trends of unprofitable businesses and develops an improvement plan.
    5. Monitored workflow and quality control of members of the Underwriting team.
    6. Coordinated workflow involving new and renewal business, endorsements, cancellations, non-renewals, and other underwriting support functions.
    7. Developed, monitored and evaluated metrics for key business processes.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelors Of Science

Associate Underwriter/Specialist Resume

Objective : Highly motivated and detail-oriented professional, equipped with expertise in managing, manipulating and analyzing medical data as well as evaluating risk and organizing statistical information through the use of computer-based applications. Management, leadership, reporting, training and customer service skills are solid due to general disposition to be highly observant of details and have personal ambitions to ensure value added contributions are made.

Skills : QuickBooks, Sage-50, MS Word, Excel, PowerPoint and Outlook.

Description :

    1. Complied with all local and Federal Fair Lending Laws and net benefit requirements.
    2. Utilized daily productivity reports to manage loan processing pipeline, reducing error rates and improving customer service.
    3. Submitted mortgage applications and borrower information through AUS (Automated Underwriting System), reviewed findings and marked status of application accordingly.
    4. Ensured that billing is sent and payment is received in a timely manner.
    5. Rated up and presented workers compensation quotes to producers and clients.
    6. Assisted underwriters evaluate new business opportunities by obtaining and analyzing prospect information and loss.
    7. Developed spreadsheets and models for the team as well as took the lead on various projects and assignments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Strategic Management

Associate Underwriter/Analyst Resume

Summary : Assistant Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role.

Skills : Microsoft Office, Written Communication, Billing, Computer, Data Entry, Detail Oriented.

Description :

    1. Processed applications into batches. Review eligibility and medical history of applicants.
    2. Maintained yearly training in HIPAA privacy laws. Process large batch payments from credit unions and distribute to policy owner accounts.
    3. Audited billing accounts. Data entry of applications into system with consistent high speed and accuracy above 98%.
    4. Reviewed, determined and implemented the appropriate course of action for the policy.
    5. Created, implemented and trained coventry staff on two underwriting models.
    6. Effectively developed insurance rates for prospects.
    7. Generated renewal rates for current clients.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management

Associate Underwriter Resume

Summary : Associate Underwriter with twelve years Property and Casualty Insurance experience, work well on initiative, and demonstrate the high levels of motivation required to follow up all projects through completion. Highly skilled in interpersonal relationships with a strong customer service background.

Skills : Proficient in MS Office, QuickBooks, AS400, Multi-line Phone.

Description :

    1. Developed connections with new and existing producers/markets.
    2. Involved in new agent's and teams to provide seamless service Responsibilities.
    3. Managed accounts for General Liability, Miscellaneous Professional Liability, and Umbrella Liability.
    4. Developed and maintained market relationships.
    5. Handled existing accounts. Identify new producer opportunities.
    6. Established an underwriting sharepoint site for the mid-atlantic region to foster collaboration and share best practices among underwriting hubs.
    7. Provided service and support on items already bound. Heavy contact with underwriters and producers via e-mail and phone regarding rules and regulations.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management