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Underwriter Assistant/Administrative Assistant

Location:
Denton, TX
Posted:
February 06, 2023

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Resume:

Mandy Cardenas

Denton, TX ***** / adu548@r.postjobfree.com / 214-***-****

WORK EXPERIENCE

Account Manager

Realm Health – Dallas, TX – August 2022 to Present

Liaison between the company and its clients

Establish and maintain a strong relationship with the owners of our accounts

Maintain frequent communication with owners regarding their account

Ensure data integrity of files for payments between the company and its clients

Post payment in Zoho Desk

Perform other related duties as required

Underwriter Assistant (Remote)

Radion Health, Inc. – New Orleans, LA – November 2021 to July 2022

Maintain spreadsheet for all RFPs submitted

Release quotes to brokers, general agencies, TPAs and producers

Notify brokers, general agencies, TPAs and producers of declinations

Prepare applications for sold groups

Maintain HubSpot for rfp status

Account Executive / Senior Underwriter

Point6 Healthcare – Dallas, TX – November 2019 to April 2021

Lucent Health Solutions – Irving, TX – August 2017 to November 2019 (contracted with Point6 November 2019)

Prepare agenda for client meetings

Lead and manage all activities regarding marketing and placement of stop loss insurance for clients and prospects

Responsible for building and maintaining a strong working relationship with clients

Conduct audit review on proposals

Complete of all final underwriting elements including final disclosure process

Coordinate application package – delivery of executed policy and billing materials

Effectively negotiate with selected carriers to obtain competitive quotes for prospects and renewals

Communicate with Broker/TPAs through email and phone calls regarding prospects and renewal business

Maintain workflow by organizing due dates, renewals and prospects

Create spreadsheet comparing competitive offers

Underwriter Assistant III

Tokio Marine HCC – Plano, TX – April 2015 to August 2017

Evaluate, analyze and/or interpret plan documents and/or schedules of benefits.

Data entry of all related information obtained through the analysis of RFPs to generate manual rates

Evaluate, analyze and/or interpret aggregate reports by TPA/Brokers to determine risk and assist underwriters

Communicate with Broker/TPAs through email and phone calls regarding prospects and renewal business

Maintain workflow by organizing due dates, renewals and prospects

Stop Loss Coordinator

HealthSmart - Dallas, TX - June 2013 to April 2015

Ensure and maintain prospect/renewal pipeline data entry into SalesForce.com

Review incoming proposal requests for completeness and accuracy in data

Maintain policy and procedure for the marketing of all the products

Compare and present stop loss quotes as they are received with proposal submissions

Effectively negotiate with selected carriers to obtain competitive quotes for prospects and renewals

Monitor a high volume of RFP submissions and maintain acceptable turnaround times

Administrative Assistant

Cushman & Wakefield of Texas, Inc - Dallas, TX - August 2009 to January 2013

Primary HR liaison with corporate office, order/maintain office supplies

Assist customers with procuring meeting space including specialty set-ups and catering

Lead customer relations contact for tenant request utilizing a web-based system

Prepare service contracts, approve after-hours clearance request for tenants and vendors

Receive and route vendor invoices in an online system

EDUCATION

Texas Woman's University - Denton, TX



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