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Underwriter or Assistant Underwriter

Location:
Scottsdale, AZ
Salary:
75,000 to 80,000
Posted:
September 10, 2020

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Resume:

LINDSAY SAPIN

***** *. **** ***** #****, SCOTTSDALE, AZ 85260 •

PHONE 602-***-**** • E-MAIL adfzp2@r.postjobfree.com

OBJECTIVE

To obtain a permanent position with an established company where I can use my skills to contribute to its success and to have an opportunity to grow professionally with the company.

WORK EXPERIENCE

Houston International Insurance Group 10/18- 08/20

Assistant Underwriter- Hospitality Department

Handled the entire book of renewals for one of the highest producing underwriters- quoting and binding

Was responsible for a premium book of $6 million.

Territory included CA, NY, NJ, TX, and CO among others

Reviewed inspections and final audit reports to determine if endorsements were needed to revise coverage.

Worked directly with wholesale brokers in an E&S market

Worked directly with third party inspection and audit companies

Was responsible for meeting a monthly budget and retaining 70-75% of renewals.

Risk Placement Services, Inc. 07/18- 09/18

Renewal Underwriter

Prepared renewal quotes for binding authority markets

Reviewed inspection findings for support staff to determine if further action was needed.

Liaison between retail agents and insurance companies.

Handled new business quoting in the absence of the producer.

Atain Insurance Companies 04/11- 05/18

Product Manager (05/15-05/18)

Professional Liability Department (E&S)

Underwriting of new and renewal business (Allied Medical and Errors and Omissions)

Weekly marketing to producers.

Prepared monthly production reports for upper management

Was the sole employee in my department since March 2015 and handle all aspects of the business.

Underwriter (04/11-05/15)

Professional Liability Department (E&S)

Underwriting of new and renewal business (Allied Medical & Errors and Omissions)

Tracked production with master bordereau and ensure all pertinent documents are put into electronic Imageright files.

Achieved an average of 80% renewal retention each year.

Managed wholesale producer accounting reports.

Marketing for existing producers and appointing new producers

Designated trainer for the PL unit.

The Spivak Financial Group 04/09- 03/11

New Business Processor/Sales Assistant

Life Insurance/Employee Benefits Department

Preparation of life insurance illustrations for presentation to clients

Responsible for the application process through completion

Servicing of existing policies to include changes, additions and deletions

Liaison between life insurance companies and clients

Establishing and servicing small group Employee Benefit plans

Handling the scheduling/licensing for 3 Financial Advisors

Diamond State Insurance Group 10/07- 2/09

Senior Underwriting Assistant

Allied Health & Social Services Division (E&S)

Underwriting of new business and renewal accounts for numerous lines of business

Sent binders to producers, processed endorsements, cancellations, reinstatement notices and issued policies.

Worked with underwriters on a rate change calculation.

Colony Insurance Group 01/05-10/07

Underwriting Assistant

Errors & Omissions Division (01/07- 10/07)- E&S

alAllied Medical Division (01/05 - 01/07)- E&S

Underwriting of new business and renewal submissions; sent quotes and binder confirmations

Handled endorsements, sent legal notices as required by state law, processed cancellations, and set up policies for issuance.

Worked with underwriting managers to assist in enhancing policy forms.

Achieved 64% renewal retention in 2006 and 75% renewal retention in 2007

SUMMARY OF QUALIFICATIONS

Experience with Microsoft Office software, IMS, Net Rate and Imageright

Detail-oriented, excellent phone and computer skills, and provide outstanding customer service

Excellent written and verbal communication

Superior time management and decision-making skills

Ability to step outside the boundaries of the job description.

Ability to work both independently and as a team.

EDUCATION

Paradise Valley Community College Phoenix, AZ

Arizona State University Tempe, AZ

Relationship Building & Negotiation Skills seminar

Time Management seminar

Completed 3 RPLU exams and several courses at WISA University



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