Commercial Lines Assistant

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

Woodinville, WA. *8077

Phone 425-***-****

E-mail **************@********.***

Kathy Handley

Objective

To obtain a challenging position in a top-quality organization that utilizes my experience, leadership skills and organizational skills.

Education

1971-1975 Queen Anne High School Seattle, WA.

1976-1978 Seattle Central Community College Seattle, WA.

Major: Psychology, Child Development

2007-Present McDonald Insurance Group

Assistant Account Manager / Agent

Process certificates of insurance for the account managers. Process

certificates for Department and Labor and industries for the contractor accounts before the renewal date. Issue various types of bonds for the producers.

2007 – 2007 Altig International – American Income Life

Quality Control

Review life insurance applications for accuracy and complete information. Contact the insured’s to confirm coverage is desired. Compose and analyze weekly reports in Excel for management

Work experience

2004 – 2006 Neville & Neville Insurance Mill Creek, WA.

Program Underwriter/CSR

Review; evaluate applications for the NSM Homebuilders Program. Analyze the information given by the applicant for accurate and complete information. Complete Acord Application and submit to the company.

2002 – 2003 Royal & Sunalliance Seattle, WA.

Senior Rating Tech.

Process all commercial lines business: promptly, accurately and efficiently. Process the majority of the Manufacturing accounts. Perform quality control on assigned word as requested.

1998 – 2002 Western National Assurance Co. Seattle, WA.

Senior Rating Tech / Underwriting Assistant

Process all commercial lines business. Worked on the majority of the Contractors accounts.

1994 – 1998 Unigard Insurance Company Bellevue, WA.

Underwriting Assistant

Process commercial lines business promptly, accurately, and efficiently. Review, evaluate and new business, renewals and endorsements for the Business owners Program and Non-Fleet Automobile.

Senior Rating Tech

Process all commercial lines business for the Farm/Ranch owners program. Rating and data entry for new business, renewals and endorsements.

Summary of qualifications

Skilled experience in rating and data entry.

Excellent verbal and written communication skills.

Software programs: Lotus Notes, Windows XP Professional, Excel 97 Levels 1,2,3, AMS360.

Professional, adaptable, motivated, detail oriented, work well as part of a team

Agent P & C license.

References

Upon Request.

Contact this candidate