Underwriter Assistant Resume
Objective : Pursuing Opportunities in Management, Premium Auditing, Insurance, Accounting & Finance. Offering a career dedicated to building and leading organizations that consistently performed beyond expectations.
Skills : Computer skills, Customer Service, Communications.
Description :
- Accepted and processed endorsement requests from policyholders.
- Check policies, endorsements and other policy material for accuracy.
- Interacted with clients on a daily basis and maintained data integrity for the underwriting system.
- All department servicing objectives including phone management, policy renewals, maintain departmental records such as updating policies.
- Perform incoming and outgoing mail and fax distribution, and operating departmental office equipment.
- Prepare, process, and assemble approved policies, renewals and other supplemental documents for distribution.
- Perform other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies,
Experience
2-5 Years
Level
Junior
Education
Certificate Of Completion
Underwriter Assistant/Representative Resume
Summary : Dedicated professional with experience as an underwriter assistant. Proficient working with computers. Able to perform several different tasks, and work hard to succeed.
Skills : Business Administration, Auto Insurance, Life Insurance.
Description :
- Processed applications, payments, corrections, endorsements and cancellations.
- Promoted agency products to customers in person, on the phone, and in writing.
- Prepared necessary paperwork to process insurance sales and renewals. Which was simply a reflection of the genuine interest
- Provided administrative support to three Underwriters, computed, recorded, and proofread data and reports.
- Carefully reviewed applications and medical records as required by insurance companies.
- Served as a liaison between Underwriters and Financial Advisers regarding, application status and new business.
- Able to impress co-workers, supervisors, and clients with a comment on getting the job done.
Experience
7-10 Years
Level
Management
Education
BBA
Underwriter Assistant/Co-ordinator Resume
Summary : Insurance professional seeking to obtain a challenging position with a progressive organization allowing to utilize insurance experience while also allowing the opportunity to grow and advance.
Skills : Microsoft word perfect, Firefox, Printers, Word processing.
Description :
- Support the underwriting team by computing rates and premiums for all insurance policies for both casualty and property.
- Review policy documentation; determine applicable regulations, procedures and special instructions.
- Process risks that fall within established parameters. Gather/organizes specified information and reports.
- Rate policies, using a computerized or manual process, compute premiums from rates and exposure.
- Provide support services, including new business, renewals, endorsement processing, cancellations and reinstatement of canceled policies.
- Services all accounts, including resolving agents' inquiries, complaints, requests and policy processing activities within guidelines.
- Maintain a good working knowledge of the rules and the duties of all office holders and subcommittees.
Experience
7-10 Years
Level
Management
Education
Business Management
Underwriter Assistant/Analyst Resume
Headline : Exceptional with meeting deadlines, multitasking and detail oriented, Love a challenge when it comes to making someone's dreams come true. Have a dire need to be part of the winning team.
Skills : Microsoft Office, Excel, 10 Key.
Description :
- Assist with pre-purchase Underwriting reviews of loans appearing on the Companies Watch List.
- Assist the Auditors to resolve any pre-purchase issues, as needed.
- Evaluating and ensuring overall loan documents are accurate, complete, and compliant.
- Reviewing financial statements, credit reports, applicable ratios (i.e.Debt ratios, loan-to-value) and other supporting documentation.
- Staying abreast of any changes in underwriting provisions; working with production to resolve questions when possible.
- Calculating assets, income and setting final conditions/clearing conditions in order to fully approve loans.
- Prepared necessary paperwork to process insurance sales and renewals.
Experience
5-7 Years
Level
Executive
Education
BS
Underwriter Assistant I Resume
Objective : Utilize knowledge and expertise in a way that will make a difference in the lives of others. Hope to build from current career experience into a more diverse role.
Skills : Microsoft Office, Data Entry, Insurance, Switchboard.
Description :
- Partner with the underwriter's to renew a business, using state statutes, regulations, and pricing guidelines.
- Determine premium charge using both manual and automated methods.
- Review all renewal risks within a timely manner for rate changes, renewal eligibility, loss history, and prior endorsements.
- Review and compare other markets to book renewal and non-renewal business.
- Issue policies and endorsements according to standards and guidelines for MGA markets.
- Maintain effective relationships with internal and external resources.
- Analyze and underwrite client's risks with high-quality property and casualty insurance carriers, within written authority level and guidelines.
Experience
2-5 Years
Level
Junior
Education
Business Administration
Underwriter Assistant II Resume
Headline : An intelligent and hard working team player, looking for the opportunity to broaden career in corporate business, by working for a company that will utilize current skill set and allow to grow.
Skills : Data Entry, Microsoft Word, Excel, Lotus Notes.
Description :
- Provide support to nationwide Excess Casualty Division underwriting staff.
- Issued Excess and Umbrella policies within thirty days of underwriter approval.
- Processed endorsements to accounts within seven days of receipt.
- Processed premium policy entries into the Genius database within five days of binding a policy.
- Maintained the renewal cycle, providing pre-renewal letters to brokerage staff and requesting the required information.
- Work with underwriting staff to assess applications and follow up for additional information from brokerage personnel.
- Responsible for account clearance and file set up in ImageRight, Genius, and policy issuance systems.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Underwriter Assistant III Resume
Summary : Find a position with a great company that allows to apply the skills and knowledge have in a team building environment, while continuing to learn new ideas and concepts within company.
Skills : Microsoft Office Suite, Analysis.
Description :
- Supported underwriters with an annual portfolio of clients.
- Reviewed engineering loss control reports determining risk evaluation.
- Prepared extensive quote options and pricing indications during renewal / new business negotiations.
- Drafted customized policy to meet specific client needs.
- Complied with regulatory requirements and managed file documentation.
- Prepared necessary paperwork to process insurance sales and renewals.
- Retained policyholders during the annual renewal period.
Experience
10+ Years
Level
Management
Education
Electronic Health Records
Jr. Underwriter Assistant Resume
Objective : A qualified candidate who is seeking a position that will allow to utilize skills in a professional environment. Renewal quotes, endorsements, invoicing cancellations and reinstatement.
Skills : Excellent Organizational Skills, Strong Customer Relations Skills.
Description :
- Actively assisting agents & underwriters with questions, concerns, and quote finalization.
- Promptly declining quote submissions that do not fit our markets.
- Answering various agents' phone calls with helpful accuracy.
- Efficiently training new assistants on the various software systems within the department.
- Collaborating with other assistants on the best approach to meet company deadlines.
- Responsible for verifying the final bind process and making final corrections.
- Maintain contact with carrier representatives on new guidelines and upcoming changes.
Experience
2-5 Years
Level
Junior
Education
Mass Communications
Lead Underwriter Assistant Resume
Headline : Skilled professional with proven expertise in customer service and community outreach including strong leadership and motivational skills. Dedicated and an enthusiastic team player.
Skills : Service Titan, Data Entry, E Health Care, Type 60 Wpm.
Description :
- Provides assistant to Underwriters and Agents. Drafted quarterly reports for management review.
- Answering any questions concerning policies, billing, quotes and submissions.
- Analyzing applications and screening applicants based on the Underwriter and the company's criteria.
- Providing necessary info and following up in a timely manner via email and phone calls.
- Building and maintaining a relationship with agents and brokers.
- Assisting Underwriters in determining the risk of providing insurance to clients.
- Multitasking via several computer systems providing accurate information along with being able to solve complex problems.
Experience
5-7 Years
Level
Executive
Education
BS
Associate Underwriter Assistant Resume
Summary : Assume a challenging and rewarding position that will utilize business skills and experiences within the Insurance or Data Management Industry.
Skills : Technical Skills, Data Entry.
Description :
- Reply to customer and underwriter inquiries and offer status updates.
- Lead, determine and resolve problems by referring to policies, procedures, and standards.
- Compile data and conduct routine tasks to support Underwriters.
- Assess mail, correspondence, records and reports to choose processing matters.
- Screen renewals and refer problem accounts to Underwriters.
- Compile reports and maintain files and logs. Offer a high level of customer service while interacting with clients.
- Ensure assigned workload within quality and productivity.
Experience
7-10 Years
Level
Management
Education
Business
Underwriter Assistant Resume
Headline : Quick Learner, works well under pressure and within team concepts, communicate ideas clearly and effectively. Well-versed in processing/preparing loan documents.
Skills : Analysis, Technical Skills.
Description :
- Generated Documents in relation to loan closings, extensions, and renewals.
- Reviewed loan documents prior to authorization and processing.
- Implemented the wiring of funds to sellers. An informed supervising team on productivity levels.
- Entered and processed loan information via computer.
- Worked closely with loan officers and management to ensure the accuracy and integrity of documents.
- Reviewed loan approvals and used the lender's software to create loan documents.
- Assigned and administered lender accounts to appropriate analysts.
Experience
5-7 Years
Level
Executive
Education
Sociology
Underwriter Assistant Resume
Headline : Self-motivated, disciplined, organized and know how to work individually or as part of a team. In addition, a quick learner and love to take on challenges.
Skills : Pyramid Loan Expeditor, Fidelity, Pivot. K
Description :
- Responsible for composing various letters to brokers and insured clients.
- Issue and mail out policies and endorsements for different lines of business.
- Track of all policies and endorsements issued and mailed out by the update of weekly spreadsheets.
- Perform data entry and respond to numerous telephone inquiries daily.
- Distribute mail and faxes to underwriters. Pull loss runs for brokers and underwriters.
- Order audits for policy renewals and new policies.
- Compiled coverage and rating information in an accessible format.
Experience
5-7 Years
Level
Executive
Education
Business Management
