VERONICA POWELL

***** ****** ****

Dallas, TX ***87

Phone 214-***-**** advh40@r.postjobfree.com

OBJECTIVE: To obtain a position in which I can utilize my skills for the advancement of the company. I am highly motivated individual with skills in utilizing the following systems Case Management System, Rating System, Work Flow Tracking, and Prism System. I also have computer skills, excellent written and verbal communication skills, excellent organizational skills, strong math aptitude, Commercial P&C/Life Insurance, and Loan Financial Services experience.

EXPERIENCE:

2020-Current Zurich North America Dallas, TX

Senior Underwriting Associate

Work collaboratively with assigned underwriters, communicate directly with both internal and external customers, issue new polices, renewals, endorsement, billing, claims, risk management, auditing, and customer service.

2014– 2019 AmTrust North America Dallas, TX Underwriting Support Technician (UST)

Overview of Position/Role

The Underwriting Support Technician (UST) handles all aspects of processing of renewal preparation and issuance in accordance with a letter of authority and company guidelines. The technician may also provide underwriting support in areas of processing quotes and new business as needed. The technician may have frequent contact with field office staff and agents to compile information and communicate the status of various accounts.

Principal Job Accountabilities

Premium Growth

Prepares renewal policies for underwriter review and pricing prior to quote.

Completes processing of renewals within letter of authority and premium guidelines.

May process and prepare endorsements, non-renewals, cancellations and reinstatements to inforce policies.

May support underwriting in the entry and processing of quotes and new business transactions.

May present information and training to agents, by telephone or in person relating to company products and system usage.

May present information and training to other employees by telephone or in person relating to company products and system usage.

Communicate in writing and by telephone with agents and field office staff to gather information for risk development.

Follow up to confirm all activity is complete and policies are issued or renewed in accordance with company guidelines or by requested dates.

New Business or Renewal MAC Set Ups.

Promote goodwill for the company with each and every agent and customer contact both internal and external.

Service

Respond to agent and field office inquiries on the status of accounts.

May log activity including new business and quote requests on date of receipt through dispensation.

Meet or exceed established service center standards.

Promote a team atmosphere in the unit and the company.

Support company guidelines by demonstrating a professional businesslike demeanor while adhering to company guidelines relating to attendance and attire.

Perform other duties as assigned.

2011–2014 AFCO Credit Corporation Dallas, TX Account Executive (AE) I

Supports outside sales to solicit, develop and agent/broker client relationships while meeting or exceeding the

company’s sales and profit goals. AE’s provide competitive quoting and underwriting of premium finance loan quotes to retail agents/brokers. Also follow-up to secure new and renewal opportunities, ensure quotes given are within scope of corporate pricing and underwriting guidelines to meet profit goals.

Perform quoting, underwriting, and price negotiation efforts for assigned geographic territory.

Responsible for building and developing solid agent/broker relationship via timely delivery of quotes, contracts and other information as requested/required by agents/brokers.

Report any lost quote opportunities and any competition intelligence for the territory.

Work in conjunction with Data Processing Department to review loan documents and ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verifies loan details prior to and in some cases after loan processing.

2009– 2010 Liberty Mutual Irving, TX Underwriting Assistant, CM

Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating

exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options and entering information into databases. WC, Auto, Property, General Liability, Crime, Umbrella, Inland Marine, etc.

Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time.

Sets up various post-sale account services with other departments, including identifying contacts for the policy holder, initiating the issuing process and advising the Claims Department of the coverage written so they can prepare for incoming claims, etc.

Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications and ratings.

Keeps the underwriting files properly documented and organized with accurate, clear and complete information.

Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development.

Participates in stewardship meetings and production calls as directed by the underwriter.

Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service.

2003–2009 The Hartford Plano, TX Claims Processor-Fast Track

Responsible for auto liability and property liability for Rent-A-Center Claims

Interpret insurance policy and apply exposure of the claim to fulfill obligations to the policyholder

Evaluate claims for purposes of setting reserves and making appropriate payments

Document all claim activity to support the outcome initiatives

Guide policyholder through the claim process to ensure understanding

Provide outstanding customer service and communication

Sold Case Account Specialist

Pre-Sale Request for Proposal Process. Life/AD&D, LTD, STD

Communicate Effectively with Brokers/Clients/Sales/Underwriting

Complete installation of new cases/accounts once a group policy has been purchased

Serve as primary contact for producer/broker on sold cases to included initiating collection of case installation information

Coordinate enrollment activities and production of final census data

Interpret, communicate and apply complex data to various business situations

Work collaboratively with underwriting department as well as administrative services

Partner with co-workers and management, contributing to a team centered approach to work products and inventory management

Apply critical thinking skills to prioritizing inventory and supporting the customer

Licenses

2007–2009 Property and Casualty in the following states:

California, Connecticut, Georgia, Idaho, Kentucky, Louisiana, Maine, Michigan, New Mexico, North Carolina, Ohio, Oklahoma, South

Carolina, Texas and Washington.

Education

1987–1988 Draughon’s College of Business Fort Worth, TX Course Work: Business Computers

Completed 600 Hours

Contact this candidate