Office Manager Client Relationship
Resume:
K A T H R Y N J A N E
J O H N S T O N
************@*****.***
Youngsville, NC 27596
PROFESSIONAL SUMMARY
Knowledgeable and competent Auto and Home Underwriter with over 35 years of experience and in-depth understanding of balancing risk and revenue. Validates personal, automated and team results to check accuracy of all decisions. Well-versed in industry standards and applying personal expertise and insight to make best choices on each application.
SKILLS
Coverage determination Risk assessment
Client relationship building Profit optimization
Review histories Manage risk
Terms negotiation Quote rates
Assess applications Explain company policies
Evaluate possible losses Planning
Organization Research
EXPERIENCE
New York Underwriter, Advantage Partners, Jun 2022 Oct 2022, Port Washington, NY Negotiated terms and coverage to align policies with company directives. Tracked changing policies and procedures to keep underwriting activities compliant with updated requirements.
Reviewed new files and resubmissions to make correct underwriting decisions. Obtained information from field representatives and [Type] personnel to accurately assess each policy's relative risk.
Validated underwriting team's findings to check for accurate calculations. Determined appropriate premiums and coverage amounts preventing both under- and over-insured consumers.
Documented underwriting files, supporting acceptability and pricing per company guidelines.
Carefully evaluated insurance applications to check risk level of insuring clients. Made final determination to either approve or deny insurance requests. Used recommendations from [Software] combined with field expertise to make accurate underwriting decisions.
Provided detailed issuance instructions, delivering policies consistent with quoted terms and conditions.
KJ
May 2004
Jun 2003
licensed Insurance Broker, office Manager, underwriter, Supreme Agency Inc, Jun 1992 Jun 2022, Holbrook, NY
Streamlined office processes, regulated communications and standardized filing systems to facilitate smooth operations.
Addressed customer inquiries and promptly resolved complaints. Maximized office productivity through proficient use of software applications. Maintained record-keeping systems, supply management, and office policies to optimize productivity and support well-organized work environment. Performed recordkeeping and document filing tasks to organize important company information.
Communicated policy updates to department, answered questions and monitored compliance.
Oversaw day-to-day operations and assisted in challenge resolution to reduce potential downtime.
Identified customers' needs and suggested targeted products to meet requirements. Presented and sold insurance products and services to new customers. Prospected leads and contacted potential customers to build connections and book appointments.
Cross-sold different policy types to existing policyholders to boost sales revenue. Insurance Quoting, MIC Insurance, Jul 1990 Jun 1992, Garden City, NY Worked in the Quoting department. Ran automobile quotes while going to school to get my P & C License
EDUCATION
Bachelor of Science, Business Management
C W Post / Long Island University Greenvale, NY
Graduated Magna Cum Laude.
Associate of Science, Business Management / P & C License Suffolk Community College Selden, NY
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