Data Entry Underwriting Assistant

Laurie Hutchens

Pawling, NY 865-***-**** ********.**@*****.***

Professional Summary

Diligent and astute Underwriting Assistant with 13+ years of experience processing, issuing, and updating policies and endorsements in compliance with company and regulatory requirements. Adept at researching policy discrepancies to mitigate errors, prioritizing important tasks, and interfacing with underwriters to verify conditions of approval. Demonstrated success assisting in accounting procedures such as invoicing, supporting day-to-day operations, and communicating with brokers and clients to obtain additional information.

Skills

Risk Underwriting Assistance, Policy Issuance & Endorsement, Documentation Review & Processing, Accounting Procedures & Invoicing, Records Management, Data Entry & Collection, Effective Problem-Solving, Verbal & Written Communication, Risk Assessment, Confidentiality Standards, Regulatory Compliance

Work Experience

Upland Capital Group Dallas, TX

Underwriting Assistant - Excess Transportation November 2022 – August 2024

●Reviewed numerous insurance applications daily, ensuring accuracy of information and adherence to underwriting guidelines

●Assisted underwriters in risk assessment by analyzing applicant documents, resulting in large decrease in high-risk policy approvals

●Obtained data from file to facilitate binder and invoice, and followed up on required subjectivities for issuance of final policy document

●Managed communication with brokers, agents, and clients, providing timely and accurate responses to inquiries and requests

●Prepared and processed policy documents and endorsements for clients while maintaining high attention to detail and accuracy in all documentation

●Utilized underwriting software to input and update policy information, leading to a reduction in processing time

Tokio Marine HCC Specialty Mt. Kisco, NY

Specialty Underwriting Assistant II - Production January 2011 – October 2022

●Followed established policies and procedures for processing endorsements and issuing/sending policies for countersignatures

●Devised time management system which streamlined workflow and greatly optimized efficiency

●Conducted thorough research and analysis on policy discrepancies, leading to a reduction in errors and client disputes

●Managed underwriting files, ensuring all documentation is organized and easily accessible for audits and reviews

●Communicated with agents and clients to request missing information needed for underwriting decisions, maintaining high client satisfaction rate

Optum Medical Group Mt. Kisco, NY

Practice Assistant June 2016 – July 2022

●Conducted patient intake interviews in line with urgent care guidelines, capturing information for new patient records

●Scheduled appointments for numerous patients per day, optimizing physician's schedule for maximum efficiency

●Organized and maintained insurance and emergent medical data, ensuring accuracy and confidentiality

Additional Experience

WMG Financial Advisors Administrative Associate

Technologies

ImageRight, AS400, NextGen, OneShield Marketing Solutions (OMS), Citrix, Microsoft Office Suite (Excel, Word, Outlook), 60 WPM (Typing Speed)

Education

High School Diploma Hoosic Valley Central High School

Anti-Fraud and Anti-Money Laundering Training 2024

Interpersonal Communication, Developing Your Emotional Intelligence LinkedIn 2022

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