Services Representative Underwriting Assistant

Jennifer Knight

***********@*******.*** 941-***-**** Georgetown, IN

SUMMARY

Dedicated insurance professional with 14 years of experience, adept in underwriting support, policy management, and agent relations. Expertise in rating information entry, policy compliance, and fostering productive relationships with brokers. Seeking to contribute to a Sr Underwriting Assistant role with a focus on accuracy, efficiency, and service excellence.

WORK EXPERIENCE

CopperPoint Insurance Remote

Senior Underwriting Services Representative 2024 - Present

• Collect and enter rating information to provide accurate insurance quotes for new and renewal business.

• Review and process endorsements, cancellations, and reinstatements to ensure policy compliance and accuracy.

• Serve as the primary point of contact for agents and insureds, fostering productive relationships and promoting account retention.

Zenith Insurance Company Sarasota, FL

Senior Underwriting Assistant 2020 - 2024

• Prepared and entered rating information for policy quotes adhering to underwriting criteria, ensuring precise pricing and accurate policy issuance.

• Verified and updated renewal information from brokers, maintaining the integrity of system data and guaranteeing thorough coverage.

• Conducted quality checks on policy documents, including loss information and endorsements, to maintain high service standards.

• Fostered agent relationships, enhancing new business acquisition and facilitating efficient renewal processes. iBusinessSolutions, Inc Sarasota, FL

Workers' Compensation Supervisor 2017 - 2020

• Managed workers' compensation accounts, cultivated client relationships, and provided customized services.

• Reviewed premium remittance and conducted monthly reconciliations to maintain data accuracy for pay-as-you-go clients.

• Facilitated policy issuance and adjustments for both new and renewal business, ensuring client needs were met efficiently.

• Coordinated loss control meetings, provided risk management resources to clients, and collaborated on new account integration with payroll to enhance client experience. Sunz Insurance Company Bradenton, FL

Policy Service Senior Coordinator 2014 - 2017

• Processed workers' compensation policies with a focus on timeliness and accuracy, maintaining compliance for 15 Professional Employer Organization carriers.

• Educated agents and managers on policy requirements and state regulations, ensuring adherence and supporting compliance across 26 states.

• Trained six new staff members on internal software systems and company policies, contributing to improved departmental efficiency and workflow.

Guarantee Insurance Company Sarasota, FL

Billing & Collections Manager 2010 - 2014

• Developed and implemented collection strategies that successfully recovered $5.5 million in outstanding receivables.

• Trained staff on data system operations and collection procedures to enhance operational efficiency and accuracy.

• Improved client satisfaction by educating insureds on the final audit process, thereby increasing transparency. CERTIFICATIONS

Property and Casualty License 4031977

SKILLS

Rating Information Entry • Policy Lifecycle Management • Decision-Making • Self-Direction • Agent Relationship Development • Insurance Terminology • Data Accuracy • Compliance • Microsoft Word • Typing

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