Underwriting Assistant Resume Samples

An Underwriting Assistant will support the Underwriters by performing various tasks such as receiving, documenting, assessing and processing insurance solutions. The work responsibilities mentioned on the Underwriting Assistant Resume include these – assisting underwriting agents in performing their daily tasks, assisting in the development or monitoring of premium rates, evaluating the potential loss occurred through catastrophic events, maintaining an accurate record of all new policies and renewals, and assisting in business development by implementing new sales and marketing efforts.

Those willing to serve the insurance industry must demonstrate the following skills and abilities in their resumes – extensive knowledge of financial and credit industries, a deep understanding of rules and regulations governing investment, insurance and banking sectors; and relevant software knowledge. Educational requirements vary as per the working industry, but most employers prefer to hire those having degree in finance-related disciplines.

Underwriting Assistant Resume

Objective : Seeking a position with the insurance industry with two plus years of experience building meaningful relationships and providing them with appropriate insurance to be used effectively. Demonstrated ability to provide quotations and offer information to prospective clients. Possess Associates in Business Administration.

Skills : Microsoft Office.

Description :

    1. Process all incoming processing applications.
    2. Pull credit reports, verify merchant's application information and compile results to be submitted to senior underwriters.
    3. Cross check signed application against internal database to ensure proper information, fees and rates have been correctly entered.
    4. Incorporated additional information procedures into new applications processing.
    5. Client Services Coordinator Process incoming fax and email cancellation requests by logging receipt in the database and routing to appropriate departments.
    6. Respond to email and assist relationship managers to ensure proper documentation is received and all change requests are signed by authorized persons.
    7. Follow archiving procedures for both digital and paper requests.
    8. Ensure requested changes are made within proper time-lines.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's In History


Sr. Underwriting Assistant Resume

Summary : Worked in Commercial property for more than 15 years. Looking for a position that will best utilize my strong work ethic insurance knowledge and organizational skills I enjoy working in a team oriented environment and providing quality customer services to clients.

Skills : Quality Assurance, Customer Service, Mortgage, Commercial, Insurance, Microsoft Office, Policy Development, Operations.

Description :

    1. Delivered timely new issue and renewal policies.
    2. Prepared large renewal policies for underwriter review and pricing.
    3. Maintained letter of authority and premium guidelines.
    4. Enforced policies by preparing endorsements, non-renewals, cancellations and reinstatements.
    5. Coordinated loss runs, motor vehicle records and specific rates from International Organization for Standardization, Property Insurance Association of Louisiana and WSRB, Washington's source of property underwriting and rating information for the insurance industry.
    6. Processed quotes and new business transactions.
    7. Achieved improved accuracy for department by manually rating policies that were not fully automated.
    8. Recognized by supervisor for high quality of work and eagerness to learn and develop professionally.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting


Sales Underwriting Assistant Resume

Headline : To find a position where able to use and utilize my knowledge and skills to their fullest, and willing to do on the job training or any schooling or classes available to be able to excel in my future.

Skills : Microsoft office, Microsoft word, Microsoft excel, Windows 7, 8, and 10.

Description :

    1. On a daily basis, perform accurate data entry of binding information, including form selection, review of rate and exposure information, and completion of additional insured forms in Concept1.
    2. Complete filing in ImageRight of all subjectivities and follow up for missing documentation, with issuance of all bound policies by the end of the month.
    3. Calculate and process monetary endorsements.
    4. Process nonmonetary endorsements, including but not limited to address and named insured changes.
    5. Calculate and process policy cancellations, reinstatements, rescissions and non-renewals according to state regulations.
    6. Filing in ImageRight of all endorsement, cancellation, reinstatement, rescission and non-renewal requests and completed activities.
    7. Serve as a Subject Matter Expert with Project Phoenix, which is the organization and building of a new operating system for the Brokerage Department.
    8. Insurance Processor Daily data review and entry of policy forms, subjectivities and other pertinent information into Concept1 for the Energy Group's insurance binders, as well as continue to aid with submission clearance as time permitted.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Underwriting Assistant II Resume

Objective : Looking to enhance my professional skills in a dynamic and stable workplace. My aspirations are to gain employment with a company that offers a constructive workplace for communicating and interacting with customers and people. Motivated, and eager to use my educational skills in the best possible way for achieving the company's goals.

Skills : IMS, AMS, Customer Service, Account Management.

Description :

    1. Answer incoming calls from agents, banks and insured's.
    2. Set up renewals for the underwriter thru research and analyzing the previous years policy.
    3. Sent any problems to the underwriter to review for non-renewal.
    4. Follow up on any mandatory rec's that were overdue and if not done sent to the underwriter for non-renewal.
    5. Processed endorsements sent in by the agencies.
    6. Trained several underwriting administrative assistants before being promoted.
    7. Started as an Underwriting Administrative Assistant was promoted to and Underwriting Assistant.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
General Studies

Underwriting Assistant III Resume

Objective : Results oriented professional with broad - based background and expertise in accounting, administrative assistant, underwriting assistant and excellent customer service. Strong team player and independent contributor with outstanding communication and problem solving skills. Quickly adapts to new technologies, processes and procedures.

Skills : Title Work, Closing Car Deals, Filling paper work in order, Computer:Exel, Microsoft,Powerpoint,50wpm , and Bilingual.

Description :

    1. Cleared submissions and renewals, entered quote data and other risk information into the management system.
    2. Processed binders, certificates, endorsements and cancellations.
    3. Submitted up-to-date activity and production logs to agency management for review.
    4. Followed up with potential clients regarding loss control or any other information requests.
    5. Verified that information in the computer system was up-to-date and accurate.
    6. Eliminated outdated records by sending the records to be scanned.
    7. Identified and resolved system and account issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Underwriting Assistant I Resume

Objective : Commercial property for more than 15 years. Looking for a position that will best utilize my strong work ethic insurance knowledge and organizational skills I enjoy working in a team oriented environment and providing quality customer services to clients.

Skills : Operation of Aloha, Posi system, North Star system, Excel, five9 dialer system, zoho CRM, recruits, and people, and ver computer oriented.

Description :

    1. Handled new and renewal primary DIC Accounts, clear submissions, Declinations Prepare and process policies, rate and quote forms that are usually of a binding and legal nature for clients.
    2. Correspond with brokers and answer inquiries professionally and on a timely basis Upgrade quotes, booking, binders, endorsements, manuscript endorsements.
    3. Processed money and non-money endorsements, loss runs, Import documents, logged policies by inception date in the K-Drive, certificate of property reinsurance Broker of Record letter, declinations letter.
    4. Issuing new and renewal Perils DIC, All Risks, Specified Perils, Single Peril, Special Form, Excess, and Primary policies' Handled printed documents, creating clients records, client communication, records tracking, filing of documentation.
    5. Prepare a checklist on every policy, handled printed documents, creating clients records, client communication, records tracking, filing of documentation accuracy as it relates to verification process, Premium financed notices, answering phones, picking the mail twice a week.
    6. Programs outlook, citrix, subscribe documentum, docucorp Handled of the Pitney Bowes machines contact for postage, update, supplies.
    7. Handled of Ricoh printer for supplies and problems with the printer.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Administration

Junior Underwriting Assistant Resume

Objective : To secure a position where my clerical skills, office knowledge and bilingual skills can be best utilized.

Skills : Office Organization And Administration Support.

Description :

    1. Answered a multi-line phone and directed calls, logged phone messages and emailed to staff.
    2. Reviewed and evaluated applications for insurance coverage.
    3. Collected necessary statistical and financial information to process an application, endorsement, or cancellation.
    4. Handled questions from agents and insured's via telephone, email or fax.
    5. Gathered routine information, input relevant data, created rating workbooks, assisted in underwriting and developing proposals.
    6. Typed and issued Insurance Binder, Certificates of Liability, Identification Cards, Policies, and Endorsements.
    7. Reviewed material, scanned documents for paperless record keeping, kept accurate records, electronically filed, and created new files or added to existing files according to file system to ensure files were readily accessible.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
General Education

Sr. Underwriting Assistant Resume

Objective : Highly motivated Accounting Graduate with excellent interpersonal skills looking to acquire a challenging and rewarding career position within Accounting & Finance where I can fully utilize and expand my academic knowledge, along with providing career growth, advancement and leadership opportunities in the business field. Proven to build and maintain strong alliances while having a reputation for possessing effectual problem solving skills, having solid analytical skills, and exceptional oral/written communication skills.

Skills : Accounting, Retail, Customer Service, Sales.

Description :

    1. Provided underwriting and /or rating and policy issuance advice and services to P & C Operation's divisions of other entities within the State Farm Insurance group of companies.
    2. Researched and corrected routine errors of various corporate strategies.
    3. Entered or retrieved policy information and input routine and non-routine entries and transactions.
    4. Assisted in performing unique or special projects such as creating ideas to make the process more efficient.
    5. Performed premium breakdowns, electronically and/or manually calculate policy rates with a volume of 3,000 cases on a daily basis.
    6. Presented detailed variance analysis of monthly and daily volume of operations to peers.
    7. Responsible for being knowledgeable of the most common policies information that is being entered, corrected and serviced.
    8. Review detailed analysis of policy transaction, and applications on a monthly, quarterly and annual basis.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA In Finance

Underwriting Assistant/Service Associate Resume

Headline : Currently interested in Insurance administrative support / Accounts Receivable. Over 15 years of experience in financial, administrative, clerical and customer service. I am skilled at ensuring timely, accurate and efficient payment of accounts, maintaining a billing system that is always up to date, posting payments, and resolving inaccurate account balances.

Skills : Accounting, Access, Excel.

Description :

    1. Prepare new business submissions and renewal policies for assignment and review by the Underwriting team.
    2. Process policy transactions, including policy issuance, policy endorsements, cancellations, reinstatements and non-renewals.
    3. Maintain policy records are up to date by gathering supporting documentation needed from agents and insureds.
    4. Submit Agent of Record letters and policy account transfers timely.
    5. Manage incoming mail/correspondence, including indexing and routing.
    6. Review, research and respond to Bureau and NCCI inquiries.
    7. Respond to agent inquiries via phone, fax, or email.
    8. Claims Processing Specialist Support the Claims Department in clerical support and payments of work comp claims.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Underwriting Assistant/Associate Resume

Objective : To become an asset to this organization by continuously striving for success and encouraging my colleagues to do the same. Respectfully, surpassing what is expected of my position to deliver optimal results.

Skills : Excel.

Description :

    1. Provided underwriting support for new business and/or renewals, accountings and/or specialized functions.
    2. Produces timely and accurate quotes, proposals, renewals and/or accountings.
    3. Analyzes input/outputs for reasonability (e.g., manual rates, benefit revisions, recorded claims, premiums, reserves, ECS charges, account structure, etc.).
    4. Performs risk assessment functions as directed (e.g., claim determination and membership analysis) to set appropriate premium.
    5. Utilizes rating/financial tools, reference materials ,prior carriers data and source systems for premium, membership and claim information.
    6. Applies underwriting guidelines in qualifying risk of adding new members.
    7. Requests additional information as necessary and explains needs.
    8. Maintains integrity of source data and/or accounting data systems.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business

Underwriting Assistant Lead Resume

Objective : To obtain a challenging career opportunity in the Insurance Industry where my skills in the area of the same could be utilized and allow for professional growth.

Skills : Microsoft office.

Description :

    1. Compiled information for quotes and binders for new and renewal business.
    2. Responded to Underwriting and Customer needs in relation to Global Property Insurance Program rules and regulation, in tax legislation per country and local insurance coverage requirements per country.
    3. Assisted Account Teams on service deliverables and standards as it relates to policy issuance, regulatory requirements, premium payment process, claims flow issues, and money currency movement.
    4. Provided Reinsurance security reviews, placement and approvals.
    5. Coordinated claims settlements, Premium, accounting and reconciliation function.
    6. Assisted Accounting division with premium reconciliations, billing and accounts receivable.
    7. Administered the maintenance of the Energy Risk Aggregation System.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Underwriting Assistant Resume

Headline : Administrator with over 10 years of experience in the Healthcare and Insurance industries. Bi-lingual independent team player, demonstrated strong research, planning, problem-solving, analytical/detailed and accuracy skills. Known for multi-tasking, meeting strict deadlines, and demonstrating the ability to make independent decisions in fast-paced environments. Recognized auditing, coding skills within hospital administration emergency departments.

Skills : Calyx Point, Microsoft Office, VPN.

Description :

    1. Provided accurate, detailed and thoroughly researched data.
    2. Developed excellent relationships with regional staff, brokers, and vendors.
    3. Underwriting Assistant Supported Underwriters and Regional Account Executives.
    4. Performed initial client employee census analysis.
    5. Coordinated an accurate rate and benefit contract renewals with underwriters.
    6. Underwrote HMO health insurance for individual client application renewals.
    7. Determined rates for Small Group renewals using the Quick Quote Underwriting Rating Program.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
General Studies