Rosalie Montoya

***** ***** ***** ****, ******, TX 77379 * 832-***-***** abhiat@r.postjobfree.com

Objective:

Contribute strong customer service focus in a creative exciting organization where skills

and experience can be effectively utilized for increased efficiency and productivity.

Experience

Commercial Property Underwriter

American Risk Insurance Company

Houston, TX

May 2010 to November 2010

Maintained existing book of business for Property Lines Coverage for ARI interest focus

on property risk for, Habitational, Shopping Centers, Office, Hotel/Motel and Real Estate

Property. Quote New & Renewal business using CML rating for Commercial Property.

Order & Review inspections reports through Reliable Reports. Administrate

recommendations based on report. Processed and issue policies, endorsements and billing

invoices.

Manage relationships with retail agents and respond to requests for coverage on a timely

basis. Develop and execute marketing plan to drive new business, including in-person

visits, telemarketing and distribution of marketing materials with Marketing Manager.

Underwriter

Burns & Wilcox, Ltd.

Houston, TX

November 2008 to January 2010

Underwrite new and renewal business for insurance company partners based on

underwriting authority and contract guidelines. Evaluate, classify, and rate each risk to

determine acceptability, coverage, and pricing Apply appropriate quality underwriting

and risk selection on the business quoted. Develop and submit underwriting referrals,

where required, to company brokerage facilities and Burns & Wilcox management.

Manage relationships with retail agents and respond to requests for coverage on a timely

basis. Develop and execute marketing plan to drive new business, including in-person

visits, telemarketing and distribution of marketing materials

Underwriter Consultant

Zurich America Insurance Co.

Zurich Small Business Division

Houston,TX

November 2001 to September 2008

Quote new and renewal business in a market segment including Commercial Property,

general liability, commercial auto and worker’s compensation. Servicing small to mid-

sized commercial businesses accounts. Order MVR’s using Choicepoint, review and

make underwriting decision based on reports.

Service account, processing renewals, endorsements, cancellation. Order loss control &

audits; verify accuracy and facilitates corrections, as needed. Order Dun and Bradstreet

Reports.

Assistant Underwriter

Delta General Agency

Houston,TX

February 1998 to November 2001

Prepare renewal quotes for underwriter review & sign off 30 days prior to expiration.

Quote new & renewal business applications to eligible and appropriate carrier; follow up

to ensure timely receipt of quotations and policies. Rate and process all endorsements

within 30 days from time of receipt. Determine if direct or agency billing is appropriate

and process invoices accordingly. Process and follow up on cancellations request. MVR

ordering and processing. Order and issue binders, certificates, policies, endorsements and

other related items.

Commercial Assistant

Sullivan, Kathryn - Farmers Insurance Group

Houston,TX

August 1997 to February 1998

Review new and renewal policies, endorsements, verify their accuracy; forward them to

client with appropriate correspondence. Order and issue binders, endorsement. Verify

policy change information, facilitate corrections when necessary. Process and follow up

on cancellation.

Commercial Assistant

Draper & Associates

Houston,TX

January 1993 to August 1997

Submit application to eligible carriers. Review new and renewal policies and

endorsements; forward them to client with appropriate correspondence. Prepare

summaries of insurance, schedules and proposals for word processing for the Account

Manager. Assist Billing department.

Computer Skills

Microsoft Windows XP, Microsoft Office XP (Word, Excel, PowerPoint, Access)

ImageRight.

Education

Reagan Senior High School - Houston, TX Graduated 1989

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