Commercial Lines Account Manager (Assistant) / Underwriting Assistant

NADINE FREEMAN

206-***-**** * *******.*@*****.***

SUMMARY OF QUALIFICATIONS

- Provide exceptional customer service, with strong organizational, problem solving and communication skills

- Detail oriented with ability to perform multiple tasks and handle spur of the moment requests

- Comfortable using web-based programs to research regulatory and compliance issues

- Computer Programs: Excel, Word, Access, Publisher, SilverPlume Filemaker Pro and PowerPoint

PROFESSIONAL EXPERIENCE

Underwriting Assistant

Liberty Northwest

10/10 – 04/11

- Provided support to Underwriting unit by learning to rate and process endorsements using Liberty Northwest mainframe systems (DOS) as new eCLIQ system launched

Account Service Coordinator

Alaska National Insurance Company

09/00 – 03/10

- Conducted account review, requested additional information to meet file documentation requirements, assured proposals and optional quotations were prepared, on or before date requested

- Provided administrative and technical support to underwriter including classification verification, rating, driver information, loss control reports, pricing recommendations and any additional documents to facilitate final evaluation of account

- Maintained large book of business (approx. $12M in premium), following regulatory and company requirements

- Provided exemplary customer service with renewal retention of ninety-six percent (96%)

- Completed reports and internal documents required once account was bound; included binding reinsurance when necessary, verified billing instructions, reviewed binders/certificates received and ordered changes if necessary

- Coordinated policy processing, regulatory filings, company follow up items, and reviewed accuracy before mailing documents within company standard of thirty (30) days and consistently maintained ninety-four percent (94%) accuracy

- Worked with claims, audit and underwriting departments to facilitate completion of workers compensation unit stat reporting and retrospective adjustments as contractually required and based upon regulatory requirements

- Developed and prepared training materials, using PowerPoint, to demonstrate what, where and why’s of underwriting to other departments

- Developed workers compensation training program for new employees that was, also, used as a department resource for rules, regulations and continued training

- Condensed and maintained a number of forms that streamlined department and renewal processing while highlighting regulatory requirements

Account Manager

Sedgwick of Washington, Inc. (merged with Marsh)

09/97 – 08/99

- Provided exceptional customer service working as administrative and technical support to Account Executive

- Reviewed and highlighted changes between new and expired policy forms

- Reviewed contracts as needed to provide Certificates/Evidence of Insurance

- Gathered renewal information, prepared specifications/marketing documents; compared renewal quotations, and prepared renewal presentation for clients; including Spanish translation for larger Hispanic client

- Prepared premium allocations for clients, as requested

Account Administrator

Marsh USA, Inc. (merged with Sedgwick)

08/99 – 09/00

- Developed new position within Casualty team to facilitate customer service by expediting policy and endorsement processing

- Provided concise review between new and expired policy forms, including outline of potential problems and/or changes to address

- Researched information on accounts to facilitate renewal processing including preparation of specifications and marketing documents

Account Manager

Aon Risk Services of Washington, Inc.

05/92 – 09/97

- Provided exceptional customer service working as administrative and technical support to Account Executive and client’s risk management unit

- Created cohesive unit between the brokerage team and client’s risk management unit

- Provided concise review with highlighted changes between new and expired policy forms; which included an outline of potential problems and/or changes to address

- Helped research risks as claims environment evolved

- Reviewed contracts to maintain guidelines provided by clients

- Provided quarterly reports, including graphs, to demonstrate severity and frequency levels compared against payroll/vehicles by profit center as defined by clients

- Gathered renewal information, prepared specifications/marketing documents; compared renewal quotations, and prepared renewal presentation for clients

- Developed and maintained databases for client assets, certificates, auto id cards, etc. using FilemakerPro

- Helped prepare Request for Proposal (RFP) and score cards to facilitate selection of client’s Third Party Administrator (TPA) for Workers Compensation claims

- Prepared annual premium, audit, retrospective rating and claims allocations based on client’s assets and claims by profit center

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