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insurance underwriting, Traininer

New Market, Maryland, 21774, United States
February 20, 2018

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Laurie Faudale* ***** Dewey Way New Market MD, 21774* 240-***-****


Highly motivated underwriting professional seeking a position as an underwriter or associate underwriter (Account manager) to apply working knowledge of Property and Casualty, Commercial and Professional liability, Business office Insurance, life insurance as well as additional Insurance programs. Goal- driven individual committed to excellent work performance and excellent relationship building skills. Computer literate in Microsoft Word, Excel, Outlook, Power Point.

Trust Risk Management Services, Inc. Rockville, MD 2015 -Present

Underwriting and Quality Assurance

●Responsible for processing applications, renewals, endorsements, cancellations and reinstatements

●Issue policies based on underwriting guidelines and authority

●Perform underwriting and exception processing

●Participate in underwriting meetings

●Perform quality assurance audits of all Insurance Service Representatives; ensure proper processing of applications, endorsements, cancellations and reinstatements

●Perform insurance carrier referrals on applications and policy change requests that are outside our authority; provide detailed recommendation based on insurance file and client history

●Create Claim Files and document necessary information for referral and processing by insurance carrier


●Oversaw Insurance Service Representatives by providing guidance and instruction

●Assisted in new hire training; prepared training materials

●Mediated escalated customer service calls to resolve issues promptly and courteously

●Assisted with executive referrals; identified escalated issues and worked with management to respond to customer needs

●Performed application processing and handled customer requests

Insurance Service Representative

●Interacted with customers by composing accurate, prompt and effective replies to emails, letters, and telephone contacts regarding insurance products and services

●Performed data entry and other tasks related to workflow processing

●Exercised tact, patience, and professionalism in handling difficult or sensitive customer concerns

Legal and General America Urbana, MD 2011-2015

Underwriter Technician

●Reviewed applications to determine suitable insurance coverage

●Conducted phone interviews with proposed insurers to solicit personal and medical information required to successfully process an application for life insurance

●Liaison between the general agents, underwriter and the proposed insured to help facilitate the underwriting process

●Ordered and reviewed such things as medical records, criminal background records, income to determine eligibility of an applicant

●Maintained established productivity and quality standards

Education: Associates Program- Business, Prince George College

Licenses and Certifications

Maryland Property and Casualty Producers license

ACS101-Foundations of Customer Service for Insurance Professionals

Loma 281 & Loma 291 Meeting Customer needs with Insurance and Annuities/Improving Bottom Line Insurance Company Operations

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