Associate Underwriter Underwriting Assistant

Teresa D. Anthony

Sicklerville, NJ *****• 856-***-**** • *******@*******.***

ASSOCIATE UNDERWRITER • UNDERWRITING ASSISTANT /UNDERWRITING TECHNICIAN

Insurance Commercial Associate Underwriter with extensive experience in all Property and Casualty Lines, Commercial underwriting environments, Standard lines, National accounts, Surplus lines, as well experience Insurance Brokerage/ MGA and customer focus. Proven ability to succeed in fast moving, stressful environments. Outstanding communication and problem-solving skills. Proficient in Word and Excel, outlooks, skype, Internet usage, windows, Adobe, and Acrobat, ZOOM/WEBEX.

LIBERTY MUTUAL INSURANCE COMPANY August 2022-Present

Underwriting Assistant - GRS North American

(CSO-Centralized Service Office) Casualty Lines ((GL, Umbrella, Excess)

Responsible for supporting DART/Underwriting/Casualty Dept. Process Booking, in UWP and issuance of policies, endorsements, audits. Assigning work to team members. Responsible for Producers license validation. Customer services internally and externally

Work on Projects assignments. Attend Huddles. Responsible for verification of Underlying checklist.

To obtain underlying policies from Brokers and uploads when to receive. Complete certified policies

JIMCOR AGENCIES (MGA) Excess and Surplus Lines Mt. Laurel, NJ May 2020- May 2022

Commercial Underwriting/Binding Assistant (Packages, Property, GL, BOP, Excess, IM, AUTO, WC)

Responsible for supporting assigned underwriters. Responsible for completing binders and providing renewals quotes over $5,000 in premium size to retail agents. Work on various multiple insurance carriers web sites (process all comm. rating). Provides support to the Inspection team by advising on discrepancies recommendations and communicate with various Inspection companies (by location)

Gathers and organizes specified information and reports to assist in the underwriting decision. Service all assigned accounts, including resolving clients' inquiries, complaints, requests.

Handle processing activities within guidelines responsible for quality and timely processing of policy booking via PMS Policy Management system) Provide instructions to policy issuance. team

Proficient on commercial rating, endorsements, cancellations, reinstatements, AOR, AOS

When needed communicate with Insurance carriers’ underwriters and execute certain authority with their guidelines. Process claims and review, process cancellations, DNOC/RESC.

file maintenance, sends out applications to clients for new and renewal business. Performs applicable procedures to ensure compliance with corporate and regulatory standards and out of state filings, including Surplus lines forms for carriers Performs additional functions as needed as directed by the underwriter confers with underwriter on forms, rates and areas as needed. Communications with accounting, claims, endorsements teams, back up for assistants.

LIBERTY MUTUAL INSURANCE COMPANY Marlton, NJ May 2012- April 2020

Commercial Underwriting -Express and Custom Unit (Package) (Property and Casualty Lines)

Associate Underwriter (Package, GL, AUTO, BOP, WC, Umbrella)

Provide customer service to NJ agents, handle assignment territory of 20MM to answer questions, billing, resolve problems, and facilitate servicing of the accounts and process business transactions.

Prepare and verify documents for accuracy prior entering eCliq system completing, documenting Quote prep, loss runs review, completion of pricing, rating, quotes to agents. Process Audits.

Process endorsements within designated authority. Provide technical underwriting support for underwriting teams. Quote, follow up, bind and issue policies. Process AOR, AOS-Mid-term

Stage renewals or process renewals within UA authority and guidelines. Follow-up with agents for missing information. Ensure policy transactions are issued and changes recorded timely.

Maintain service standards for all transactions of receipts of underwriting information.

Collaborate with team members, generating suggestions to meet customer needs and teams.

SENECA INSURANCE SPECIALTY UNDERWRITERS, Mt Laurel, NJ July 2004-November 2011

(Division of Crum & Forster Insurance company)

Senior Underwriting Technician (Excess and Surplus) Property and Casualty Lines

Provided customer service, built working relationships with the Southeast Surplus Lines brokers.

Gathered information, reviewed and processed NB and renewals, endorsements all others ie.

Processed new business, renewals from point of receipt through completion incl Binder Doc.

Developed new division w/ Underwriting Vice President. Evaluate large losses, maintain HO logs.

Admitted and Non-Admitted Property, Occurrence and Claims-Made, Products Liability,

including DIC policies, Umbrella, and Excess. Mentor less experience UA’s and help to train UW.

Processed Reinsurance, maintain relationships with reinsurer and participate in office visits.

ACE INSURANCE COMPANY Wilmigton DE March 2003-July 2004

National Accounts- All Casualty lines -Risk Management

Senior Underwriting Technician

Services and assisted branches, with process of rating/quoting, NB, Renewals, Ends, etc.

Handles WC Bureau CRITS, work to bring and closed out fine bearing of accounts/WC bureau.

Communications externally, and internally daily with branches assigned

On going service planning and endorsements, incl. pre-renewals process

Provide customer service planning and pre-renewals process.

DEVELOPMENT/EDUCATION

Graduated from SAINT MARIA GORETTI- HIGH SCHOOL, Philadelphia, PA 19147

Underwriting/Property/Casualty development, INS, IIA programs, Phila PA

Underwriting Property & Casualty Certification/Junior Underwriting, Phila PA

Property/Casualty Producer/Agency Licensing Course. PTS School, Mt. Laurel, NJ

Customer Service Certification, Training, Mt. Laurel NJ

Becoming customer centric-making connections- Courses completed @Liberty Mutual Ins

Bilingual, customer service, multi-tasking, desk mgt, organizational, analytical, negotiation skills.

Comp Bureau, NCCI Regulatory agencies, ISO rating/Loss rating Underwriting principles, policy forms, coverages, MVR’s, COI, Surveys, Quality control, Audits, ITV’S, loss rating, claims.

Proficient with ISO commercial rating, (ALL PROPERTY AND CASUALTY LINES) eCliq systems,

Silver Plume, Reference Connect, NCCI, Bureaus, Dun Brad, Beech, Prometric, A.M Best, ODEN.

Accord, CI claims, SAFER web, RateCalc, AQS, Experian, EBquotes, @Work, and IMAGE RIGHT, ALIS, Policy Management Systems, Binder Docs, Invoice/accounting, Rate calc, UWP, Net Doc.

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