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Commercial Lines Underwriting Assistant.

Philadelphia, Pennsylvania, United States
November 11, 2017

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**** ******** ****** ************, ************ 19124

(215) ***-****


Veteran underwriting assistant with more than 25 years of insurance underwriting experience including policy analysis and quotes for companies seeking coverage for commercial property, general liability, automobile, employee benefits, and umbrella policies. Develops relationships with managing customer accounts to generate policy renewals. Ensures accuracy and quality while gathering pertinent information when writing insurance coverage quotes. Initiates problem solving to maximize endorsements, renewals, and new business.

Key Achievements:

Generated an average rate increase of 4% on renewal business for vehicle fleet policies ranging between 5 and 400 automobiles throughout 10 states.

Effectively administered insurance processing and supported field representatives in receiving numerous PLM Crystal Awards.

Strengthened team initiatives by working with other underwriting teams during assistant absences.

Commercial Lines Underwriting Insurance Billing Account Management

Endorsement Processing, Project Management Analysis Policy Quotes Documentation New Business Generation Policy Renewals Customer Service Relationship Development Vehicle Fleet Management Problem Solving Microsoft Office Suite ImageRight Content Management Solution Data Entry, Insurance Writer Casualty Lines Calculation Software


PLM-Indiana Lumbermens, Philadelphia, PA 1986-2010

Commercial Lines Underwriting Assistant

Led issuance of insurance plans by analyzing and quoting policies for companies in lumber, woodworking, carpentry, pallet, wood products, and furniture manufacturing industries. Administered policy coverage for commercial property, general liability, automobile, employee benefits, and umbrella policies. Managed accounts with annual premiums from $1,500 minimum to $450,000 totaling more than 900 policies throughout Ohio, Indiana, and New York. Collaborated with underwriter to collect relevant account information to ensure accurate quote and issue policies. Coordinated documentation for all accounts by ensuring accuracy and completeness. Facilitated updating of exposures, rating, pricing worksheets, and loss information. Initiated rating of commercial GL and auto as well as experience-rated as needed with Insurance Service Office’s Insurance Writer. Addressed broker and field sales force inquiries and supported in issuing new policies and renewals as well as confirming coverage cancellations. Promoted from data entry (endorsement clerk) department.


Principles of General Insurance and INS 21 Training

Insurance Society of Philadelphia


Graduate of Northeast Catholic High School for Boys 1976-1980

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