Career Summary
My career has been in the insurance industry for over 35 years. My jobs has been Data Entry, Rater and Senior Rater & Underwriting Support Technician II. I have served many roles in the insurance, ranging from File Clerk, Rater Coder, and Customer Service Representative. I am interested in other levels of the industry. I am seeking a position that is beneficial to continuing my career in insurance and professional advancement.
Experience
Hallmark Financial Services Inc. Two Lincoln Center 5420 Lyndon B Johnson Fwy, Ste. 1100 Dallas, TX 75240
Dates From 08/03/2020 (Quest Pro Temp) Became permanent 12/15/20 to 12/09/21
Title: Underwriting Assistant/ Aviation
Duties: Responsible for starting binder process: import binder with additional documentation, setting up accounts to request bind/pending (in the event additional action is needed before proceeding with binding). Responsible for reporting discrepancies. Monitored AIM binder’s inbox for assigned underwriters. Monitored confirmations and certificates for approval before sending out binder confirmation and any applicable certificates, documents, etc. Issued all policies for assigned underwriter via Binder Status Que. Printed declaration page and placed in audit tray to be filed. Corrected billing issues once consulted with designated underwriter approved corrections. Daily tasks: Quote renewal follow- ups, documentation follow-ups, create binders (Renewals & New), send binder confirmations, import applications, pilot history forms, certificate and underwriting documents received via personal email or application inbox. Processed assigned endorsements and policy expiration letters. Cancellation Tasks: Conditional Renewal notices (CRN’S) and Non-Renewal Notices.
Amtrust Financial Services Inc. 4455 LBJ Freeway Suite 700 Dallas, Texas 75244
Dates From 3/24/97 to 07/26/19
Title: Data Entry, Rater, Senior Rater, & Underwriting Support Technician II
Duties: Experience in multi-state, multi-line, rate/quote/bind/issued/endorsement/process audits
Multi-state rate and code policies. Rate, Issued policies to support underwriting team. Been on a team, to Issued accounts under $15,000 without underwriters’ approval. Utilized manuals and automated systems.
Compiled state rates to calculate policy for property, general liability, umbrella, and workers compensation accounts.
Process renewals, for growing company within services standards while following underwriters guidelines. Review and approve endorsements within underwriting guidelines. Communicate both written and orally, with Commercial agents to request, information regarding renewals, endorsement changes and non-renewal. Preparation of renewals for manual processing, Umbrella and Workers Compensation. I have work on New Mexico Fair plan alone, issuing & endorsement.
There is also, others programs like Homeowners Association, Repak
, Farm and Ranch. And a little experience in processing claims.
Computer Skills:
Citrix QS3 Prod System Image right Mainframe Ana Garvin Allen Word Excel MVR
Continental Insurance Company, 1401 Elm St. Dallas, Texas 75201
In 1995 CNA bought out Continental Insurance Company
Dates From 11/80 to 10/96
Title: File Clerk, Data Entry Operator, Senior Clerk, Customer Service Representative
Duties: File & categorize daily’s and retrieve request documents.
Match mail with the policy. Attach files and pull policy with mail.
Assistant for a minimum of three lines of business within the
Department. Three lines of business workers compensation, general
Liability and auto liability.
Rate code all commercial lines of Insurance business auto, property,
General liability, inland marine, burglary, boiler & machinery,
Workers compensation, glass, chrome, profession liability, electrical
Equipment protection. Code claims all the above lines of business
Loss runs.
Coding automobiles, general liability, and workers compensation.
Process mail and endorsement, pull Motor Vehicle Report (MVR).
And published rates when needed.
Perform all rating and coding duties/responsibilities for a
minimum of two lines of business within the department. Two lines
Of business workers compensation, general liability and auto liability.
Client relations and telecommunication.
Continuous onsite training to support insurance positions.
Computer Skills:
I have acquired proficient knowledge of IBM AS400 (ISO tel), CICS II (General Liability & Automobile), CICS 0 (Workers Compensation), 10-key by touch, TCS, Audit Processing, and Policy Issued. Additional items listed:
*ISO tel AS400 * MVR *Lotus * Windows *UBS
Republic Bank, Pacific Street, Dallas, Texas
Dates From 10/79 to 11/80
Title: Mail Clerk
Duties: Distributed mail and pickup mail throughout the bank.
Education
Wilmer Hutchins High School, Hutchins, Texas – Graduated May 1979
References
Available Upon Request
Rosanna Kennedy
Supervisor/Manager
Rhonda Taulton
Co-worker
Deborah Dangerfield
Sister
Gladys Bryant
Co-worker