Assistant Underwriter Resume Sample
Audra Rogahn
5315 Alene Ports,
New York,
NY
+1 (555) 601 3258
Work Experience
Senior Assistant Underwriter
11/2017
-
PRESENT
Detroit, MI
- Works alongside our compliance group to ensure the Underwriting desk’s day-to-day operations are compliant with all procedures Baird’s compliance department has put in place
- Assists Underwriters in communicating with Fixed Income personnel, including Institutional traders and salespeople with regard to new issues managed by Baird
- Communicates with Baird’s Public Finance department with respect to new Negotiated offerings both before and after a new issue has been brought to market by the Underwriting desk
- Acting as a general contact point for the team
- Assisting underwriters to achieve business targets (Gross Written Premium)
- Broker relationships and development
- Collaboration with XL Catlin colleagues
Senior Underwriter / Assistant VP
09/2010
-
06/2017
New York, NY
- Support senior underwriter team members
- Function as liaison with sales and service team
- Assist sales and service staff in resolving problems and questions
- Assist in maintaining a solid business rapport with sales team and carrier
- Highly developed attention to detail, organization, and critical thinking skills
- Strong oral and written communication skills, both internally and externally
- Ensuring all information entered on the Frame (underwriting computer system) is kept up to date and accurate, prompt processing of slips, aggregates, USM's, SCM’s, reinsurance orders
- Working with XL Catlin’s international offices to maximise business opportunities
- Maintaining up-to-date knowledge of key insurance and Lloyd’s issues
Assistant Underwriter
03/2004
-
03/2010
Chicago, IL
- Conduct a thorough pre-underwriting review for all new insurance applications
- Evaluate applications to determine risk, underwriting factors and pricing of applicants
- Enter information into database and rate risk
- Obtain and maintain complete knowledge of carrier underwriting guidelines
- Conduct research on the internet
- Conduct policy audits as requested
- Prepare documents and other client service record-keeping
Education
Everest University - Melbourne Campus
1999 - 2004
Bachelor's Degree in Business Administration
Professional Skills
- Strong negotiation skills Excellent interpersonal and communication skills Organised approach with ability to work to deadlines
- Excellent communication skills, analytical abilities, and problem-solving skills
- Strong Communication: Excellent verbal and written communication skills. Able to communicate and negotiate effectively with colleagues
- Excellent communication skills, problem-solving and process improvement experience
- Excellent organisational skills with an ability to prioritise workload
- Strong communication and interpersonal skills with clients and colleagues, good level of numeracy and literacy coupled with excellent attention to detail
- Strong and effective planning and organizational skills
How to write Assistant Underwriter Resume
Assistant Underwriter role is responsible for underwriting, risk, business, insurance, research, retail, word, finance, training, database.
To write great resume for assistant underwriter job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Assistant Underwriter Resume
The section contact information is important in your assistant underwriter resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Assistant Underwriter Resume
The section work experience is an essential part of your assistant underwriter resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous assistant underwriter responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular assistant underwriter position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Assistant Underwriter resume experience can include:
- Strong organizational skills, verbal and written communication skills are essential
- Keep abreast of market dynamics and demonstrate market cycle awareness to be able to operate effectively
- Actively keep abreast of market dynamics and demonstrate market awareness to be able to operate effectively and appropriately
- Decision Making Skills including problem solving and using good judgment
- Strong analytical skills - including Excel
- Strong communication skills and the ability to collaborate and build relationships
Education on an Assistant Underwriter Resume
Make sure to make education a priority on your assistant underwriter resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your assistant underwriter experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Assistant Underwriter Resume
When listing skills on your assistant underwriter resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical assistant underwriter skills:
- Demonstrate effective communication skills with internal colleagues and external contacts
- Proven organization skills and ability with a strong attention to detail and work ethic
- Decision Making Skills including problem solving and using good judgement
- Proficient in MS Office including good level of skills in Word, Excel and Powerpoint
- Strong verbal and written communication skills gained in a service or operational working environment
- Excellent IT skills – specifically intermediate/advanced Excel (ability to produce coherent written reports using Excel)
List of Typical Experience For an Assistant Underwriter Resume
1
Experience For Assistant Market Underwriter Resume
- Proven experience with showing initiative and problem solving
- Experience in cultivating & building strong sustainable internal/external relationship
- Arrive at appropriate terms using underwriting and risk data evaluations skills
- Technical skills, including systems and using mathematics when required
- Excellent level of numeracy, with demonstrable evidence of manipulating data clearly and accurately with the ability to extract & clearly articulate key points
2
Experience For Assistant Motor Underwriter Resume
- Collaboration: Be able to work effectively in a team setting
- Checking of policy documentation prior to issue
- Underwriting experience required and basic reinsurance knowledge
- Develop effective working relationships across the property owners unit, Trading Regions and Underwriting Centre to support in delivery of objectives
- Good working knowledge of Sanctions and Licencing regulations and procedures
- Help the team to achieve Major Risks Casualty budget and profitability goals by being part of an effective underwriting process
- Consistent record of delivering excellent customer outcomes
- Previous underwriting experience is desirable but not essential
- Show a good knowledge of general insurance and underlying legal principles and practices
3
Experience For Assistant Commissioner Real Estate Finance Underwriter Resume
- Assisting advancing team usage of data analytics and improved modelling, including broker dashboards, pricing models and aggregation analysis
- Emerging understanding of regional market and competitive landscape and stays current regarding competitors
- Developing an internal network for facilitating the transfer of information and data between functions and departments
- Assisting in the timely collation and processing of data for various regulatory and internal data returns
- Liaising both within the team and with Operations / Business Performance & Reporting departments
4
Experience For Senior Assistant Underwriter Resume
- Meeting and where possible, exceeding brokers' service expectations
- Complying with all legal and regulatory requirements and Underwriting procedures
- Meeting and where possible, exceeding broker service levels and expectations inline with internal service level agreements
- Continuing education in Insurance is desired
- Working closely with other disciplines such as actuarial, compliance, legal and wordings
- Celebrating success is second nature
5
Experience For Assistant, Group Underwriter Resume
- Working towards CII (Chartered Insurance Institute) qualification
- Progressing with the evolution and optimisation of the current processes in place
- Ensuring a clear audit trail is maintained in order for inspection and verification of data
- Understanding of the compliance and regulatory requirements within Company and or Lloyd’s markets
- Understanding of Information Technology terminology desirable
- Starting Salaries (negotiable and DOE) From £18,000 with potential to reach £27,900 via our pay progression model
- Ensuring compliance with internal and external regulations and guidelines
- Ensuring contribution to the business plan and objectives
- Managing production and issue of contract certainty documentation
6
Experience For Assistant Trading Underwriter Resume
- Conducting business in line with the company ethos and values and in an ethical manner & comply with the AJG Professional Standards Manual
- Support Marsh in servicing and growing CMA business, attending/sponsoring events/negotiating program terms/conditions/pricing
- Maintain producer files including distribution of marketing brochures and mailing contract information to new producers
- To support the underwriting team in expanding the account in line with Syndicate plans whilst maintaining a focus on bottom line improvement
- Detailed understanding of the methods of rating as applied to our product (e.g. motor fleet and/or non-motor) including the principal of claims triangulations
7
Experience For Assistant Operations Underwriter Resume
- Manage and maintain the existing CMA business with Marsh, preserving rate and account retention
- Carry out analysis of underwriting audits to ensure risk control measures and underwriting criteria are adhered to
- Grows our business (including cross-selling), and
- Interpretation of renewal information and pricing of portfolios, including preparation of indications
- Assist the underwriting team by preparing new private client applications for review
- Assist retail agents by processing policy changes and handling policy inquiries
8
Experience For Commercial Assistant Underwriter Resume
- Work within granted authority levels and product specific guidelines to review and approve requested underwriting information and supporting documentation
- Responsible for conducting regular and periodic underwriting self-review
- Review submissions including the underwriting narrative, treaty wordings, claims data and exposure analysis
- To support the Class Underwriter in expanding the account in line with Syndicate plans whilst maintaining a focus on bottom line improvement
- Intermediate level understanding of relevant software including Excel, Word and PowerPoint
- Make entries, as required, properly and promptly on systems to ensure the accuracy of data in relation to underwriting and benchmark pricing
- Take initiative in developing and completing projects
9
Experience For Internship Assistant Underwriter Financial Lines Resume
- Maintain a flexible approach to underwriting and adapt rapidly to changing work environments
- Service the existing Specie business
- Provides underwriting support for new business quotes, renewals, accountings and/or specialized functions
- Utilizes rating/financial tools, reference materials, and source systems for premium, membership and claim information
- Assesses risks and makes sound underwriting decisions based on established criteria and/or medical judgments
- Use cutting-edge technology to deliver high quality service to agents and agencies
- Be responsible for ensuring the correct technical data on a risk is input into ConceptOne
10
Experience For Assistant Underwriter, Fine Art & Specie Resume
- Miscellaneous filing on a day to day basis
- Maintain quality of end product verifying prepared documents follow established procedures
- Contributes to the building of the portfolio with the aim to achieve the business plan targets and other goals
- History of successful autonomous working practices
- Identify and progress resolution of underwriting related system bugs and required enhancements
List of Typical Skills For an Assistant Underwriter Resume
1
Skills For Assistant Market Underwriter Resume
- Excellent organizer, flexible and able to work effectively under tight deadlines with strong attention to details
- Exceptional service skills and proven track record of maintaining relationships
- Develop knowledge of market dynamics and market cycles to be able to operate effectively and appropriately
- Excellent relationship management skills (internal and external)
- Good Excel and Word skills essential
- Good communication skills written/verbal
- Good organisation skills with ability to work to deadlines
2
Skills For Assistant Motor Underwriter Resume
- Proven research and analytical skills to identify, gather and organize information to provide recommendations
- Outstanding verbal and telecommunication skills
- Presentation skills, taking the above and preparing training and communication documents for UW
- Experience of planning and prioritising client renewals and identifying business opportunities
- A real desire to continually develop and improve your skills in trading and underwriting
- Experience in cultivating & building strong sustainable internal/external relationships
- Technical analytical skills, including systems and mathematical proficiency
- Desire to gain knowledge and skills in underwriting environment
- Strong experience gained within the insurance industry
3
Skills For Assistant Commissioner Real Estate Finance Underwriter Resume
- Proven general underwriting experience on non-conventional structures, preferably in Casualty lines
- Proven experience on multinational programmes, preferably in Casualty lines
- Analysis skills: Attention to detail; identifies problems & opportunities
- Underwriting experience required and reinsurance knowledge
- Develop effective working relationships with Trading Region and Underwriting Centre colleagues to support delivery of eTrade objectives
- Good understanding of the methods of rating as applied to our product (e.g. motor fleet and/or non-motor) including the principal of claims triangulations
- Demonstrate the ability to see the big picture while responding to changing conditions
- Excellent at building relationships with external clients and/or customers, active listening and analysis
- Demonstrates proficient understanding of ICAT’s forms and endorsements and ICAT’s rating methodology
4
Skills For Senior Assistant Underwriter Resume
- Demonstrate ability to take ownership of business issues and fully utilise PUA licence within underwriting guidelines to meet required profit targets
- Experience of working on E-trade platforms advantageous
- A proven track record in an underwriting environment
- Good knowledge of underwriting systems
- Develop and maintain strong relationships with stakeholders including customers, clients, brokers, business partners and colleagues
- Some introductory experience in underwriting insurance classes. IT and/or Professional lines classes desired
- Knowledge of the banking and financial industry and/or hands on experience in this sector is a positive
- Related work experience in banking
5
Skills For Assistant, Group Underwriter Resume
- Good working knowledge of financial management
- Effective use and understanding of systems technology required to transact business
- Demonstrated responsibility and broker relationships – has previously attending client meetings independently
- Good working knowledge of financial management principles
- A good knowledge of combined risk, underwriting and regulatory guidelines
- Good working knowledge of MS Packages
6
Skills For Assistant Trading Underwriter Resume
- Review risk details for new business or renewal quotation and deal with adjustment enquiries whilst maintaining excellent relationship with our brokers
- Experience of working in the Lloyd’s market essential
- Some office/administrative experience in an insurance/underwriting environment an advantage
- Own problems and the accountability for solving them; ability to cope with changes in tasks and priorities
- Liaison with XL Catlin colleagues to foster and build strong internal working relationships
7
Skills For Assistant Operations Underwriter Resume
- Excellent working knowledge of Excel and other Microsoft Office programs
- Develop and maintain strong relationships with new and existing customers
- Excellent Career and pay progression model
- Good knowledge of legal and regulatory requirements (specific reference to FSA / Lloyds regulation)
- Good knowledge of legal and regulatory requirements
8
Skills For Commercial Assistant Underwriter Resume
- Initial preparation of rate renewal and statement of experience
- Knowledge and understanding of underwriting experience in servicing accounts
- Excellent knowledge and understanding of Liability products
- Possess a good understanding of the broker and client operational environment
- Proven ability to work within a team framework
- Have relevant insurance experience preferably in Property Owners
9
Skills For Internship Assistant Underwriter Financial Lines Resume
- Plan and prioritise work load on a daily basis and assist other team members when necessary
- Energy: Exhibits energy, strong desire to achieve, high dedication level
- Can demonstrate a knowledge and interest in the UK marine industry
- Show good time management in order to meet agreed service standards
- Attend broker events and visits to ensure good relations
- Build strong relationships essential
- Demonstrates willingness and initiative to seek new knowledge and tasks, question current processes, and suggest improvements
- Underwriting experience, preferably within Property or Financial Risks
- Good academics (A-levels or equivalent)
10
Skills For Assistant Underwriter, Fine Art & Specie Resume
- Customer service experience in financial services industry or other service industry e.g. retail
- Insurance experience in Motor Insurance or similar is preferable
- Builds and maintains strong business relations with assigned producer base
- Working closely with underwriters to understand individual risk characteristics and underlying assumptions within the underwriting process
- Binding risk, posting the invoice and processing technical data into ConceptOne as well as other on-line formats
List of Typical Responsibilities For an Assistant Underwriter Resume
1
Responsibilities For Assistant Market Underwriter Resume
- Experience working across functions / matrix organisation to collaborate
- The ability to develop effective business relationships both internally and externally
- Manage portfolio of renewals in accordance with level of experience
- Assisting the underwriting teams with various administration as required
- Responding to enquiries in a timely and professional manner
- Coordinate UW training and testing of UW rating tools
- Numerate – collating data from regions and preparing reports – potentially running data analysis
- Assist the Underwriting team in collating market and competitor information across product and pricing
- Responsible for working with and protecting confidential and proprietary customer and Company information
2
Responsibilities For Assistant Motor Underwriter Resume
- Basic knowledge of underwriting principles and rating methods along with the products that we offer
- Prepare framework for tracking and reporting and implement standardized reports
- Employer paid professional development including continuing insurance education courses, designations, certifications, and licenses
- Identify and assess risks that are considered both ‘standard’ and ‘non-standard’ following own organisation’s underwriting procedures
- A thorough understanding of underwriting principles and practice of insurance
- Support the management team in ensuring all company procedures and guides are being met in line with Pen Core Values
- Intermediate level understanding of relevant software, including Excel and other departmental software packages
3
Responsibilities For Assistant Commissioner Real Estate Finance Underwriter Resume
- An understanding of the value of transacting business efficiently
- Intermediate level understanding of relevant software, including Word, Powerpoint and Excel and other departmental software packages
- Relationship development, including visitations where appropriate, with brokers
- Positively contributing to the profitable growth of QBE's Liability / Professional Lines portfolio
- Completion of papers based on research and analysis for review by the Head of Motor Underwriting
- Assist with the investigation into any operational incidents arising within the business
- Positively contributing to the profitable growth of QBE's portfolio
- Support underwriters and brokers in accessing the breadth of our products and markets
4
Responsibilities For Senior Assistant Underwriter Resume
- Screen renewal applications, perform some of the underwriting and prepare the quotes for underwriter approval
- Underwrite new and existing Motor products
- Conduct accurate and timely processing and set-up of new and renewal clients
- Approves inspection review and analysis resulting in appropriate issue identification
- Attend both internal and external meetings with clients and brokers, as well as representing XL Catlin at market events
- Extract and piece together required learning from a range of different opportunities and sources coupled with a stong attention to detail
- Proactive in marketing Company’s appetite and presence
5
Responsibilities For Assistant, Group Underwriter Resume
- Pursue new business opportunities; implement leading edge products and solutions
- Take part in marketing initiatives with other departments
- Assists in the development of underwriting policy consistent with plan objectives
- To monitor accuracy of information relating to contracts (contract certainty)
- Interest in continued education and professional development including the AINS and CPRIA insurance designations
- Health and welfare benefits including medical, vision and dental
- Intelligence: Ability to acquire understanding & absorb information rapidly
- Assist with new business development by providing Best in Class service to our retail partners and their clients
6
Responsibilities For Assistant Trading Underwriter Resume
- Check and sign-off referrals from A&H Service Team, providing guidance, documented feedback and constructive feedback where necessary
- Use word processing and database software in an automated office environment
- Work with the Technical Underwriting team and Business Development team to grow our account and deliver positive customer outcome
- Where required, take appropriate and relevant Underwriting Competency Courses and Exams
- Coordinate with other Pen offices and increase cross selling activities within the company
- Analytical problem solving approach with initiative and a ‘can do’ attitude
- Knowledge and understanding of actuarial analysis and techniques
7
Responsibilities For Assistant Operations Underwriter Resume
- Support the organisation's sales culture by being a Help Point for agents, brokers and customers
- Use of technical knowledge to handle claim queries ensuring a connected service
- Organized and used to working on projects with delivery times
- Maintain focus on industry practices, developments and pricing
- Thorough understanding of the components of various financial statement types and formats
- Undertake underwriting activities, under supervision of a more senior underwriter
- Review and evaluate preliminary Instruction Sheets for accuracy and compliance with Underwriting regulations
- Perform systems/rate testing
8
Responsibilities For Commercial Assistant Underwriter Resume
- Correspond with brokers on outstanding items
- Transact all post binding administration
- Prepare underwriting reports as needed
- Knowledge of Underwriting
- Work within AIG Europe Ltd Casualty Best Practices and underwriting guidelines
- An ability to adapt quickly and easily to new conditions and requirements, externally in the market or internally within a changing Organisation
9
Responsibilities For Internship Assistant Underwriter Financial Lines Resume
- Handle new business, renewal, rating and adjustment enquiries generated from the allocated client portfolio
- Collaborative approach: Develop productive working relationships with colleagues. Seek input from others as needed to achieve the best result possible
- Identify and escalate customer feedback relating to process and system issues
- Team player who works collaboratively key stakeholders and the underwriting team
- Commitment to exceptional customer service and delivering for customers
10
Responsibilities For Assistant Underwriter, Fine Art & Specie Resume
- Actuarial and Underwriting Systems
- Delivery of the etrade new Business (£) and Existing Business (£)
- Engage and visit brokers to manage ongoing relationships
- Develop new business with Aon, Hub, Hugh Wood and other producers
- Produces timely and accurate quotes, renewals and/or accountings
- Underwrites complex medical questionnaires and/or medical records
- Deliver service excellence through effective collaboration with Underwriting, Risk, Operations and Claims departments and use your initiative to see opportunities to promote XL Catlin’s products
- Be responsible for ensuring the accurate recording of high quality data in underwriting systems and learn how to analyse individual risk and portfolio performance to ensure the team’s financial objectives are met
- Gather, analyze and evaluate risk exposure using available resources (e.g. application, survey reports, MVR’s, loss history, industry publications such as SAGE, Scopes, IRMI, and A.M. Best, and other information pertaining to business initiatives)
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