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Customer Service Insurance/ Underwriter Assist

Location:
Colwyn, PA
Posted:
January 30, 2018

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Resume:

MARIA BROWN

*** ***** *** ******

Colwyn, Pennsylvania 19023

267-***-****

ac39ev@r.postjobfree.com

SUMMARY

A dedicated and detail-oriented financial services professional specializing in the insurance industry with a demonstrated track record of experience in commercial and personal lines, cyber insurance, professional liability, underwriting, renewals, policy issuance, risk analysis, quote processing, and report preparation. Leverages strong communication skills to interface with agents, brokers, underwriters, insurance companies, and insured. Extensive expertise training various levels of staff and management. Ensures accuracy and completeness of information/documentation. Proven aptitude for driving achievement of key company objectives.

EXPERIENCE

VELA INSURANCE SERVICES, LLC, King of Prussia, Pennsylvania

Underwriting Assistant, Miscellaneous Professional Liability and Technology E&O, 2008-2017

Reviewed incoming renewal and new business applications for miscellaneous professional liability E&O and technology E&O. Issued declination letter for rejected submissions. Processed binder and ensured no errors. Issued policies and emailed to brokers. Processed endorsements, cancellations, and direct notice of cancellations. Followed up on renewals and pre-quoted renewals. Processed rush submissions for underwriters. Filed documents in work portals. Calculated premium bearing endorsements and cancellations. Followed up on outstanding subjective needed to complete files. Retrieved loss runs. Interfaced with brokers/agents via Lotus notes and telephone. Prepared risk analysis worksheet. Retrieved Experian report for at risk insured.

Helped launch professional liability department.

Trained Underwriter assistant on BUS2 system

LIBERTY EXCESS AND SURPLUS, INC., Broomall, Pennsylvania

Underwriting Assistant, Commercial General Liability Coverage, 2005-2008

Rated renewal policies and endorsements. Issued quote to agents two months prior to renewal. Processed completed quotes by inputting rates and commercial lines data. Ensured policy correctness by recalculating application worksheet. Issued in house policies and endorsements. Processed and examined commercial lines policies and endorsements from various companies. Issued certificate of insurance and binders. Interfaced with agent and insurance companies. Ensured completeness for appropriate state Affidavits. Documented and reported incoming claims for various companies. Prepared monthly claims report for manager. Scanned policies in document folders.

Filled in as a Renewal Underwriter

DELAWARE VALLEY UNDERWRITER ASSOCIATE INC., Hatboro, Pennsylvania

Technical Assistant, Commercial General Liability Coverage, 2003-2005

Rated endorsements. Inputted quotes and rates for commercial lines data. Ordered property insurance inspections. Implemented required action on inspection recommendation. Issued state required affidavits for various states. Issued cancellation notice, courtesy notices, binders, endorsements and certificate of insurance. Interfaced with agents, insurance inspectors and insurance companies. Responded to incoming correspondence.

PEERLESS INSURANCE COMPANY, Philadelphia, Pennsylvania

Associate Underwriter, Personal Lines, Homeowner, Auto and Harbor Master Coverage, 1997-2002

Interfaced with agents and other branches on processing procedures. Researched policy errors. Downloaded agency processed endorsements and harbormaster policies on OS2 system. Distributed work to peers. Trained agents on OS2 system operations. Scanned documents to imaging stations for processing. Assisted in training peers. Processed new business and endorsement.

UNITED STATES ARMY RESERVES, Chester, Pennsylvania

Supply Specialist, 1992-1998

Tracked and logged equipment, merchandise and food.

Performed monthly inventory for various units.

Ordered uniforms and equipment for soldiers.

Maintained paper and computer data on all soldiers.

GENERAL ACCIDENT INSURANCE COMPANY

Senior Customer Service Representative, 1989-1997

Acted as manager in absence of supervisor. Trained new customer services representative. Resolved billing discrepancies, check inquires and management level calls. Responded to written inquires. Interfaced calls on a 1-800 number from clients, agents. Branched and mortgages on personal and commercial lines billing. Endorsed changed to personal lined polices. Responded to written correspondence.

GENERAL ACCIDENT INSURANCE COMPANY

Accounting Clerk, 1987-1989

Performed daily, monthly and quarterly account reconciliations. Encoded checks and preformed settlements on encoded checks. Calculated, processed and settled disability accounts. Performed various data entry duties.

EDUCATION

PHILADELPHIA SCHOOL OF OFFICE TECHNOLOGY, Philadelphia, Pennsylvania

Associate Degree in Business Administration, Accounting, 1986

PROFESSIONAL DEVELOPMENT

Insurance 21, Insurance 22 and Insurance 23, Fred Pryor Communication Skills, Business Writing, Writing a Business E-Mail, and Business Administrative Classes.

STRAYER UNIVERSITY

Currently obtaining BA in Business Management?



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