Customer Service, Data Entry Clerk, Underwriting Assistant

Jeffrey Smith

*************@*****.*** 602-***-**** Peoria, AZ https://www.linkedin.com/in/westernworld/ Summary

Seasoned professional with 22 years of experience, including a recent role as Underwriting Assistant at Western World, seeking an Underwriting Consultant position. Skilled in data processing, report generation, and policy certification to support underwriting operations. Proven track record in client service and administrative excellence, ready to leverage expertise in a consultancy capacity. Currently I am studying for my insurance liscensing. Work Experience

Western World (an AIG Corp)

Underwriting Assistant Scottsdale, AZ Jul 2017 - Jun 2024

• Processed and maintained client data, ensuring accurate entry and organization of submissions, and managed document indexing and folder structuring to support underwriting operations.

• Facilitated prompt and efficient processing of loss run requests, delivering key documentation to brokers and insured clients while providing additional support for underwriter inquiries.

• Assisted in the certification of policies and generation of various reports and letters, contributing to the maintenance of service levels in collaboration with underwriting and production teams.

• Assisting with surplus lines accounts.

Gruber Power Services

Services Administrator Phoenix, AZ Aug 2016 - Jul 2017

• Managed the preparation of service reports to support account managers, ensuring accuracy and timely delivery.

• Coordinated communication with field engineers to resolve work order discrepancies through effective outbound call management.

Americinn Hotel

Front Desk Clerk Burlington, IA Jul 2015 - Sep 2015

• Managed the reception area of Americinn Hotel, greeting guests upon arrival, handling check-ins and check-outs, answering inquiries, and ensuring a high level of customer service and satisfaction. Winegard, Inc.

Production/Assembler/Testing Burlington, IA Sep 2013 - Nov 2013

• Assembled and tested a wide range of electronic components and products ensuring adherence to quality standards and production timelines while maintaining a safe and organized work environment. Basec Medical Consult Services

Administrative Assistant Phoenix, AZ Feb 1999 - Aug 2012

• Provided comprehensive administrative support through efficient management of daily office operations.

• Coordinated appointments effectively, optimizing the scheduling process.

• Maintained medical records with strict adherence to confidentiality protocols.

• Responsible for managing customer deposits, including receiving cash, checks, and electronic transfers, ensuring accurate recording of funds into accounts, and adhering to banking regulations related to deposit procedures Education

Burlington Community High School

High School Diploma, General Studies Burlington, IA Certifications

Customer focus & orientation Sep 2022

Customer service Sep 2022

Basic computer skills Aug 2024

Spreadsheets with Microsoft Excel Jul 2024

Sales skills Sep 2022

Data entry: Attention to detail Jul 2024

Working with MS Word documents Aug 2024

Work style: Reliability Sep 2022

Principles of accounting Jul 2024

Skills

Risk Assessment, Financial Analysis, Regulatory Compliance, Insurance Policy Knowledge, Data Analysis, Attention to Detail, Decision Making, Communication, Problem Solving, Negotiation, File Management, Ability to work independently and meet deadlines, strong organizational skills, excellent communication, attention to detail, proficiency with medical software, time management, adaptability, ability to prioritize tasks, and a deep understanding of HIPAA compliance regarding patient confidentiality, Medial Records Management, Data Management, Endorsements, Processing Audits, New business Management, Quality Management, Subject Indexing, Supervisory Experience

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