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Underwriter Assistant

Philadelphia, Pennsylvania, United States
$45,000 per year
April 14, 2019

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Vincent Donald Morrison

*** ***** **** ****** **** Phone: 484-***-****

Philadelphia, PA 19143 Email:

LinkedIn Profile:


Willing to take an entry level position understanding that it will allow for the opportunity to grow with in the organization. I am able to learn at an accelerated pace with limited training time. A valued team player with business acumen, computer proficiency, a commitment to quality & accuracy. Experienced auto and EPLI insurance underwriting assistant with a vast skill set. Strong attention to details, problem solving & organizational skills.

Skills / Awards

●20+ years with Windows operating system, & Microsoft Office including Excel experience.

●19+ years of developing & maintained a high level of knowledge / understanding regarding products, services, operations, legal terms & rules associated with auto insurance policies & consumer products.

●16+ years of analytical & critical thinking.

●15+ years entry level tech support for teams & departments.

●14+ years with Mac operating system experience.

●9+ years of identifying & ensuring staff receives necessary training to successfully perform job function.

●9+ years coaching & devolving others by providing clear, direction & support that improved employee’s competencies, & knowledge.

●5+ years experienced setting up, leading and interacting in multimedia meeting with individuals across different locations.

●5+ years maintaining a 98% accuracy with adhering to auto insurance guide lines.

●5+ years of technical auto underwriting.

●Strong interpersonal, presentation, organizational & communication skills.

●Ability to leverage an individually team members knowledge & skills to ensure the needed task is completed.

●Numerous awards for: Innovative improvements, Going above & beyond my job responsibilities & Customer service.

Work Experience

Rockwood Programs, Inc

May 2018 – Present

Underwriting Assistant

3001 Philadelphia Pike Claymont, DE

●Reviewing insurance applications / submissions to evaluate, classify and rate prospects for insurance.

●Handling incoming phone calls and gathering pertinent information to provide assistance to the underwriter.

●Understanding various carrier guidelines or brokerage arrangements to efficiently assist the underwriter on accounts.

●Ensuring applications are completed and thoroughly documented before referring to the underwriter.

●Performing data entry to process submissions in a timely fashion.

●Assisting underwriter with processing cancellations, non-renewals, reinstatements and endorsement requests.

●Updating the underwriter's production results on a daily basis.

●Coordinating delivery of policy documentation to clients and/or agents.

●Assisting underwriter in creating innovative ways to deliver excellent service.

●Ability to calculate figures and amount such as commissions and percentages.

●Experience with Microsoft Outlook, Excel, Word and Access is desired.

●Insurance company / agency processing experience.

●Reviewing and retaining a clear understanding of specific department policies, procedures, objectives and performance goals.

●Communicating with agents and agency representatives as required to obtain further information, and/ or to provide indications. (Level of involved based on License).

●Assisting underwriter with processing cancellations, non-renewals, reinstatements and endorsement requests.

●Assisting with solicitation of renewal business on a monthly basis.

●Assisting with Surplus Lines documents required for State filings.

●Participating in audits of work and reporting results to management.

State Farm

March 2012 – February 2018

Auto Underwriting Assistant

One State Farm Plaza Bloomington, IL 61710

●5+ years of auto underwriting experience (personal, business, commercial, fleet & company cars).

●5+ years entry level tech support for teams.

●5+ years of exceptional customer service for external and internal customers.

●National team member for the following areas:

oNational production quality

oNational resource

oNational process improvement

●Annually processed 16,000 transactions (coverage changes, added cars, raw new business, etc.).

●Managed policies averaging $300,000 of annual premium with an average of 200 cars on each policy.

●Managed company car policies (over 1,300) & fleet policies (over 1,000) in 14 states.

●Worked in a centralized queue within a market area of 28 states.

●Provided data and input for employee performance reviews.

●Delivered regular, results-driven feedback.

●Managed metrics to create an efficient work environment focused on productivity while improving customer experience.

●Ability to provide suggestions with better methods to complete tasks and challenge processes for improvements.

●Ensured staff adhered to all workflow and procedures in compliance with corporate and branch strategies.

●Ensured adherence to underwriting & regulatory procedures, quality and compliance goals.

●Evaluate & employ solutions which management concerning any challenged areas for improvement.

●Acted as a contact for business partners regarding day to day insurance service operations, & processes.

●Acted as the service liaison for agents to research and resolve issues stemming.

●Calculate premium for coverage change request & supply agents with estimates.

●Review applications and files for class acceptability, completeness of underwriting information. If necessary, coordinate & obtain any missing or incomplete information from agents.

●Regularly contact agent for the following: implement the renewal retention program, provide updates on changes, policy information, provide guidance & interpreted insurance material for agents, to help ensure their understanding of the company / state requirements regarding new insurance policies.

●Processed quotes in “need by” date order.

●Developed any additional underwriting information necessary.

●Reviewed auto policies semi-annually, or an as need basis.

●Established the risk factor with information they provided.

●Provided rates for policies & available coverage’s in accordance to state laws & guidelines.

●Evaluated auto policy classification for accuracy.

●Evaluated applicant claims to confirm if they are a risk.

●Completed loss analysis when requested, & review loss information from prior carriers.

●Processed renewals within the state required time frame prior to effective date unless the agent or insured delays processing by withholding information.

●Verified drivers' list is complete & order MVRs. Underwrite driver information once the MVRs are available.

●Considered frequency / severity trends, & appropriate controls.

●Processed quotes, endorsements, loss runs, state reporting, & issued policies for new & existing books of business while providing prompt customer service.

●Resolved billing problems & monitoring accounts.

●Reviewed requests to add endorsement for completeness of information. Evaluate endorsement request for acceptability, & process all endorsement requests within 7 days of receipt.

●Maintaining detailed / complete records of policies, decisions made & compiled reports.

●Strong knowledge of legal terms & rules associated with auto insurance policies.

●Reviewed & update workflows, procedures & implemented process improvements.

●Assisted efficiently in establishing appropriate performance measurement reports.

●Ability to work tailor-made database software & underwriting software programs.

●Use statistical analysis, Microsoft office (including excel) & other internal tools to gather / compile data.

●In-depth knowledge of processing, rating and policy issuance system.

QVC Inc.

June 1997 – February 2012

Quality Assurance Inspector

1200 Wilson Drive West Chester PA 19380

●14+ years of exceptional customer service for external and internal customers.

●14+ years operation of heavy machinery (cherry picker, stacker, Drexel forklift, etc.) for various duties.

●12+ years entry level tech support for teams & departments associated.

●8+ years in the quality department.

●6+ years warehouse / inventory control / retail departments.

●Managed and was authorized to approve purchase orders on an individual basis worth $2-3 million.

●Saved the company $40 million in purchase orders which had manufacturing issues that that could not be resolved.

●Inspected over 16,000 different products.

●Analyzed data trends, barriers & illustrate opportunities for improvements to executive management.

●Worked with manufacturing professionals (nationally & internationally) during the production process, often approving the quality before manufacturing begins.

●Required to stay current with international down to local laws & requirements for multiple product lines. Product lines included but not limited to toys & consumer electronics.

●Managed final in-depth inspection, before signing off & approving product to go on air for sale.

●Located any faults in materials & the manufacturing process. Correcting those faults to ensure the best final product for prospective consumers.

●Tested the product performance to determine if it meets manufacturer & industry standards.

●Partnered with third party testing labs (ETL, UL, CSA) to determine appropriate testing guidelines and to create testing protocols for multiple product lines, which had to excessed international down to local requires for a minimum of 5 years.

●Managed scheduling for department and team meeting.

City Cleaning Co.

September 1995 – June 1997

Assistant Supervisor with 3 direct reports

2318 Aramingo Ave Philadelphia, PA 19125

●Ensured the quality of cleaning service exceeded the customer’s expectations through nightly inspections, customer relations & determining the needs of the customer.

●Managed employees in a manner that ensure they exceeded the client’s expectations.

●Communicated with the customer daily through written & oral correspondence.

●Managed scheduling for cleaning activities, assign tasks accordingly & establish goals.

●Inspected to ensure the tasks are being followed through completely & maintain accurate inventory.

●Organized the daily, weekly, monthly, quarterly & annual cleaning tasks in writing. Ensure they are being followed.


American InterContinental University (online)

January 2017 - December 2018

Bachelor’s in Technology Management

231 N. Martingale Road, Schaumburg, IL 60173

●3.49 GPA / Multiple Dean’s List honors

●Relevant classwork includes but not limited to:

Academic and Professional Success

Introduction to Operating Systems

Applied Business Mathematics

Legal and Ethical Environment of Business



Discovering Information Technology

Management and Leadership of Organizations

English Composition I and II

Management Information Systems

Environmental Science


Financial Management

Network Infrastructure Basics

General College Mathematics

Presentation Essentials

Information Technology Security

Principles of Marketing

Introduction to Computer and Network Hardware

Project Management

Introduction to Computers

Quantitative Methods and Analysis

Introduction to Cyber Crime and Digital Investigations

Survey of Human Resource Management

Introduction to Databases

PJA School

April 2002 - October 2004

Associates in Business Finance

7100 West Chester Pike Upper Darby, PA 19082

●3.85 / Suma Kum Lauda

●Relevant classwork included but not limited to:

All aspects of the Microsoft Office Suite

Managerial Accounting

Peachtree Accounting software

Principles of Accounting I

Ledge entries

Aspects of Psychology




Introduction to Philosophy

Introduction to Business

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