Underwriting Assistant Resume Sample
Tomasa Zieme
7048 Halle Pine,
New York,
NY
+1 (555) 760 7462
Work Experience
Senior Underwriting Assistant
01/2018
-
PRESENT
Houston, TX
- Use Underwriting System to identify files requiring assignment to underwriters
- Assign loan files to underwriters based on procedures and criteria provided by management
- Monitor central email boxes and service requests in accordance with service level agreements
- Create and maintain tracking files using MS Excel and/or Database programs
- Assist with adhoc control and pipeline reporting
- Assist with support functions in Retail/CD, Correspondent, and AED including file set ups in CMS/CLM, order notifications in CLOSR, data entry in DataVerify, etc
- Establish and maintain quality professional Agency & Broker relationships
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and online policy administration systems
Associate Underwriting Assistant
10/2011
-
08/2017
Phoenix, AZ
- Maintains monthly reports and tracking spreadsheets, etc
- Gathers relevant documents from Title databases
- Uploads summaries and documents to Title databases
- Edits title commitments to add summary items found in review
- Composes written explanations that clearly explain any issues found
- Strong organizational skills with the ability to multi-task and prioritize with timely follow up
- Insurance industry experience
Underwriting Assistant
05/2006
-
04/2011
Phoenix, AZ
- General knowledge of insurance policy processing systems
- General knowledge of computer based underwriting systems
- Strong attention to detail, organizational skills, timelines to meet customer service expectations
- Strong customer service skills, ability to handle multiple tasks in timely, fast paced environment
- Dependable, consistent professional work ethic
- ANFI (Associate in National Flood Insurance) designation very helpful
- Experience as a CSR or Property & Casualty Assistant Underwriter
- Advanced in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Reviews land surveys and created summaries that describe items of interest found on land surveys
Education
Kaplan University - Cedar Falls Campus
2001 - 2006
Bachelor's Degree in Business
Professional Skills
- Strong communication skills; can demonstrate that they have effectively communicated with stakeholders including senior leaders, peers and other staff
- Excellent Computer Skills, with intermediate skills in Microsoft Word and Excel
- Demonstrated strong organizational skills with the ability to multi-task, prioritize with timely follow up
- Demonstrates strong multi-tasking ability and critical thinking skills
- Proven excellent listening, verbal and written communication skills
- Proven organizational, prioritization and multi-tasking skills
- Strong interpersonal skills in order to work effectively and professionally with diverse groups
How to write Underwriting Assistant Resume
Underwriting Assistant role is responsible for interpersonal, organizational, computer, customer, microsoft, training, organization, excel, insurance, analytical.
To write great resume for underwriting assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Underwriting Assistant Resume
The section contact information is important in your underwriting assistant 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 Underwriting Assistant Resume
The section work experience is an essential part of your underwriting assistant 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 underwriting assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular underwriting assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Underwriting Assistant resume experience can include:
- Excellent written and verbal communication skills, as well as strong organizational skills
- Effective verbal and written communication skills and problem solving skills
- Strong customer skills, able to communicate effectively with agents and
- Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external colleagues
- One to two years of working experience preferably in a customer service oriented environment or an equivalent combination of skills and experience
- Strong computer skills, especially experience with MS Word and MS Excel
Education on an Underwriting Assistant Resume
Make sure to make education a priority on your underwriting assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your underwriting assistant 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 Underwriting Assistant Resume
When listing skills on your underwriting assistant 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 underwriting assistant skills:
- Excellent interpersonal skills, communication skills and good level of numeracy and literacy
- Good interpersonal skills, communication skills and good level of numeracy and literacy
- Strong written and verbal communication skills and the ability to negotiate and effectively communicate a viewpoint
- Strong organizational skills with the ability to multi-task effectively
- Excellent proactive organisation skills and ability to plan and prioritise work
- Demonstrate initiative, strong interpersonal skills and a professional demeanor
List of Typical Experience For an Underwriting Assistant Resume
1
Experience For Senior Underwriting Assistant Resume
- Solid judgment, problem solving, decision-making and follow through skills
- Knowledge and skills associated with general computer use, including typing, and saving files in specified locations
- Taking a coordinating overview of all office systems to ensure their effective running and development
- Ensuring completeness of contents of underwriting package prior to handover to the Underwriter for risk analysis/risk selection process
- Being accountable for completeness of contents of underwriting package prior to handover to Underwriter for risk analysis/risk selection process
2
Experience For Underwriting Assistant, Excess Casualty Resume
- Ordering and review of experience reports, final audits, loss control reports, financial reports, loss runs, MVRs, and FEINs
- Calculate base rating and apply experience modifications as part of the Underwriting package completed by Underwriting Support Unit for Underwriter review
- Consistent track record of leveraging new business opportunities and planning and prioritising client renewals
- Relevant working experience in a reinsurance underwriting team
- Extensive knowledge and experience as an Underwriting Assistant including significant property exposure analysis
3
Experience For Underwriting Assistant, Commercial Insurance Resume
- Capable of mastering multiple systems; experience working in a paperless environment
- Demonstrated comprehensive understanding of underwriting real estate transactions for the issuance of title insurance policies
- General computer competency, including experience using Microsoft Excel, Word, PowerPoint
- Some level of experience in dealing with Policy Decisions rating systems is desirable
- Experience using software packages (including, but not limited to, MS Word and MS Excel)
- Experience in supporting the processing of property & casualty insurance transactions or 3-5 years of general administrative support required
- Experience in supporting the processing of property & casualty insurance transactions
- Utilise tracking tools to monitor work on hand and set priorities, with a potential to redistribute work to other supporting staff as required
- Use discretion and good judgment when assisting customers with policy information and conflicts
4
Experience For Underwriting Assistant Supervisor Resume
- Proven track record of proactively taking the initiative and the ability to work independently in a fast paced environment
- Demonstrates a proactive approach to suggesting methodologies for improvement in work processes
- Excellent grammar, punctuation, and spelling
- Build an internal/ external profile to develop and maintain strong partnerships with stakeholders including customers, brokers and colleagues
- Insurance and/or entry level underwriting experience
- Prepare and verify documents for accuracy prior to entering into systems
- Experience with standard office practices (e.g., data entry, certified mail, task tracking, and documentation)
- Previous experience working within the commercial insurance environment
5
Experience For Associate Underwriting Assistant Resume
- Commercial insurance underwriting process experience desirable
- Industry experience and/or willing to learn the new business process
- Be dynamic and able to demonstrate capability in adapting to change
- Professional Insurance experience (Underwriting Assistant or other)
- Experience in offshore processing centres
6
Experience For Commercial Insurance Underwriting Assistant Resume
- Experience with high net worth Personal Lines insurance products
- Filing, faxing and photocopying underwriting materials
- Scanning, photocopying, answering and directing phone calls
- Working knowledge of ISO commercial lines policy rating and issuing transactions in corporate systems
- Performing cursory reviews of inspections; referring inspections to the Premier Underwriting Assistant and/or Premier Underwriter as needed
- Owning and facilitating the overall administration of the front-to-end lifecycle of assigned program accounts from binding to expiration
- Assisting underwriters with new and renewal accounts by entering information into rating software
- Compiling data into reports for premium monitoring
- Providing administrative support to the underwriting team based in Melbourne
7
Experience For Underwriting Assistant / Associate Resume
- Building and maintaining relationships internally and externally
- Using the underwriting system(GENIUS), enter and clear submissions, book premium, and generate invoices to be mailed to broker
- Communicating with agents on missing information, signed documentation and clarification of various items on behalf of the underwriters
- Updating files and tools for tracking within the department and nationally
- Working as part of a team is important, as well as being a leader and delegate to others on the team to ensure deadlines are met
- Working with Accounting department to settle premium differences
- Assisting with projects as designated by senior management
- Training to other UWR Assistants to reduce key man dependency
- Monitoring open items associated with reinsurance business
8
Experience For National Accounts Underwriting Assistant Resume
- Producing quotes, binders and endorsements under the direction of an underwriter
- Utilizing internal actuarial systems to help rate business for underwriters
- Utilizing industry websites to obtain additional information for accounts
- Willing to take RLPU/CPCU courses
- Communicating directly with Brokers on behalf of the Underwriters to collect account and insured information necessary for risk analysis
- Understanding of Salesforce, Outlook and Excel
9
Experience For Underwriting Assistant, Public Entity Resume
- Issuing new business and renewal policies as instructed by the Underwriter
- Utilizing industry websites to obtain submission financials associated with GICs codes, etc
- Marketing and sales oriented
- Managing the team’s mailbox
- Corresponding with clients/brokers where needed
- Using the underwriting system (GENIUS, GCS, AERUS and AMS), enter and clear submissions, book premium, and generate invoices to be mailed to broker
- Liaising with Underwriters, Brokers on behalf of the Underwriting Support Unit as needed to communicate account status and complete outstanding subjectivities
- Understanding and familiarity with reinsurance placement and provide assistance in putting the Underwriting Package together for the reinsurance provider
10
Experience For Agribusiness Underwriting Assistant Resume
- Collecting account and insured information for risk analysis by communicating directly with Brokers on behalf of the Underwriters
- Analyzing the needs of the client and translating appropriately into the final specifications that serves as a basis for the policy
- Completing quality control on the rating output to ensure accuracy of work (e.g. exposure bases, limits, coverage extensions, modifications, etc.)
- Rating premium changes for premium bearing midterm change requests
- Maintaining an electronic file for accounts as required for Sarbanes Oxley and Internal Audit Guidelines
- Ensuring timely, accurate completion of all assigned tasks
List of Typical Skills For an Underwriting Assistant Resume
1
Skills For Senior Underwriting Assistant Resume
- Excellent written and verbal communication skills, as well as strong skills
- Effective communication skills-written, verbal and presentation skills
- Excellent proactive organisation skills and ability to plan and prioritize work
- Detail-oriented, proven prioritization, organization and time management skills with accurate results
- Proven prioritization and time management skills with accurate results is critical
- Detail oriented, proven prioritization, organizational and time management skills with accurate results
- Interpersonal skills to work effectively and professionally with diverse internal and external groups
2
Skills For Underwriting Assistant, Excess Casualty Resume
- Demonstrated strong oral, written and interpersonal skills
- Demonstrated strong organization and time-management skills
- Demonstrates profound computer skills and experience with Microsoft Office Package (Special focus on Excel)
- Strong organisational and prioritization skills
- A proven proactive approach to growing personal knowledge and skillset while supporting and improving the business through accurate and timely working habits
- Work effectively in a team setting as well as to work independently in a fast paced environment requiring good judgment
- Work effectively in a team setting as well as independently in a fast paced environment requiring good judgment
- Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within and outside the organization
- Experience working in an insurance company or similar experience with rating and policy issuance systems, or equivalent college and/or internship experience
3
Skills For Underwriting Assistant, Commercial Insurance Resume
- Excellent analytical, critical thinking, time management and organizational capabilities with a strong customer service focus wile building solid relationships
- Experience with standard office practices (e.g., data entry, certified mail, task tracking, and documentation). MATHEMATICAL SKILLS
- Demonstrates strong working knowledge of Microsoft Excel, Word and Outlook (Intermediate skill level)
- Excellent analytical, problem solving, presentation skills with ability to communicate well
- Demonstrated critical thinking, technical, and analytical skills
4
Skills For Underwriting Assistant Supervisor Resume
- Strong organisational and analytical skill, able to prioritise and work to deadlines
- Possess excellent written, verbal and organizational skills
- Effective communication skills with colleagues and customers
- Good self-organization skills, mature, diligent, able to work independently
- Good communication skills both written & spoken English and Mandarin
- Good PC skills in MS Word, Excel, Outlook & Powerpoint
5
Skills For Associate Underwriting Assistant Resume
- Excellent interpersonal skills and computer literacy (Word, Excel)
- Good mathematical, oral and written communication skills required
- Strong attention to detail, organizational and support skills required
- Strong interpersonal skills and team-spirited approach
- Strong computer skills, especially in MS Word, Excel and data entry applications
6
Skills For Commercial Insurance Underwriting Assistant Resume
- Strong PC skills, specifically Word, Excel, PowerPoint and Outlook
- Demonstrates analytical skills in order to determine and communicate recommendations to customers
- Strong verbal and written communication, as well as, math skills
- Strong interpersonal skills and ability to work independently in a collaborative environment, as well as in a team environment
- Strong verbal and written communication skills and ability to provide and accept feedback
7
Skills For Underwriting Assistant / Associate Resume
- Good organisation skills with ability to work to deadlines Ability to work as part of a team
- Good oral & written skills and required
- Learn basic underwriting skills, including risk analysis, rating, and pricing
- Knowledge and skills associated with general computer use, including typing, saving files in specified directory, Internet search functions
- Knowledge and skills associated with general computer use, including typing, saving files in specified directory, and Internet search functions
- Comfortable taking ownership of work and able to identify need for action (using initiative) whilst working effectively within a team
- Knowledge and skills associated with general computer use, including typing, saving files in specified
- Previous experience working within the commercial insurance environment and commercial insurance underwriting process experience desirable
- Experience of planning and prioritising workload
8
Skills For National Accounts Underwriting Assistant Resume
- General computer competency, including experience using Microsoft Excel, Word, PowerPoint. Experience on insurance data entry systems would be beneficial
- Analytical skills and technical competence in underwriting/rating systems
- Effectively dealing with accounts having a variety of intricate parts to ensure policies are complete and all aspects of the broker communication is seamless
- Computer competency, including experience using Microsoft Excel, Word, PowerPoint, experience on insurance data entry systems beneficial
- Superior communication skills for interaction with Agents, applicants and other involved parties regarding applications
- Related insurance experience and/or training; or equivalent combination of education and experience
- Five years of related insurance experience and/or training or equivalent combination of education and experience
- Five years prior related work experience in insurance, banking or financial services required
9
Skills For Underwriting Assistant, Public Entity Resume
- Entry level analytical and problem solving skills
- Prior experience working in an insurance/reinsurance company
- Demonstrates strong problem solving
- Seen as expert of entry level position skills and takes on a more directing role to peers
- Interpersonal and communication skills, able to build multiple relationships across the business
- Organizational skills (respects deadlines)
- Demonstrates solid and reliable performance in the role
10
Skills For Agribusiness Underwriting Assistant Resume
- Desire to gain knowledge and skills
- Excellent technical aptitude with web based and in-house systems and databases, good working knowledge of Microsoft office Suite
- Intermediate oral/written communication skills
- Computer skills (specifically MS Word and Excel Office software)
- Exceptional communication and service skills
- Understands the functionality of all underwriting systems (automated and manual) and utilizes these systems effectively
- Demonstrates strong understanding of ICAT/s.4242 Underwriting Guidelines and their practical application
List of Typical Responsibilities For an Underwriting Assistant Resume
1
Responsibilities For Senior Underwriting Assistant Resume
- Strong skills in MS Office Suite (Word, Excel) and Lotus Notes
- Strong insurance systems & PC software skills (ImageRight, Microsoft Office suite (Word, Excel, Access, Adobe, Power Point, etc.)
- Maintains personal performance objectives to include quality, timeliness, and soft skills
- Communicate professionally, concisely, and effectively with internal and external customers on all issues pertaining to any underwriting matter
- Commercial Insurance experience with direct experience in rating functions and policy issuance
2
Responsibilities For Underwriting Assistant, Excess Casualty Resume
- Five years prior related work experience in insurance industry with specialized knowledge of Workers Comp coverage
- Intermediate to advanced Microsoft Office skills, including Word, Excel, Outlook, Access
- Communicate effectively with brokers, agents, customers and internal staff to provide and obtained necessary information to complete assigned tasks
- Present a professional and positive company image to clients and to colleagues. Work effectively as part of the team
- Working at providing good customer service to internal and external clients / brokers
- Building effective internal relationships
- Capable of mastering multiple systems and have experience working in a paperless environment
- One to three years coding/rating experience
3
Responsibilities For Underwriting Assistant, Commercial Insurance Resume
- Additional experience in proprietary rating systems is helpful
- Insurance Company Operations or Underwriting experience
- Work experience working in a global environment with international knowledge of policies and practices
- Superior organization, time-management, and the ability to adapt in a dynamic priority changing environment
- Excellent working knowledge of PC based systems and applications such as Microsoft Office and data-based systems
- Flexible and adaptable to changing direction, adjusting priorities and/or work on multiple tasks simultaneously
4
Responsibilities For Underwriting Assistant Supervisor Resume
- Accountable for completeness of contents of Underwriting package prior to handover to Underwriter for risk analysis/risk selection process
- Manage and prioritize workloads to meet regulatory filings and bureau correspondence due dates
- Well organized and possess good follow through
- Possess a strong math aptitude
- Demonstrates ability to exercise independent judgement, think critically and creatively solve problems
- Order and review loss experience reports, final audits, loss control reports, financial reports, loss runs, as requested by underwriters
- Develop and maintain strong partnerships with stakeholders including customers, brokers and colleagues
- Adhere to underwriting standards, authority and good practice to minimise risk and maximise efficiency
- Demonstrates understanding of basic insurance principles
5
Responsibilities For Associate Underwriting Assistant Resume
- Develop and maintain strong relationships with stakeholders including customers, brokers and colleagues
- Establish strong relationship with stakeholders including customers, brokers, business partners and colleagues
- Previous experience in underwriting, general insurance administration, policy administration would be a definite advantage
- Establish and maintain strong customer relationships with both internal Underwriters and external Brokers
- Creating and proofreading of title policies, invoicing, revisions to our commitment and proforma using company software and survey readings
- Filing and scanning of documentation as required, including file archiving
- Receiving, recording and assigning new underwriting submissions to underwriters
6
Responsibilities For Commercial Insurance Underwriting Assistant Resume
- Maintaining all correspondence activity with internal and external customers including daily diaries on pending transactions
- Completing required training and learning business practices/procedures
- Coordinating producer licensing activity between PL team and Underwriting
- Creating cancellations and reinstatements according to ODEN state rules and regulations
- Conducting routine data analysis and manipulation using spreadsheets and databases
7
Responsibilities For Underwriting Assistant / Associate Resume
- Assisting in compiling data into reports
- Monitoring and chasing renewals
- Demonstrating a proactive approach to suggesting approaches for improvement in work processes
- Building and maintaining relationships with brokers
- Coding of all policy documentation (under binding contracts as well as company issued)
- Rating premium changes for premium bearing change requests
- Creating and maintaining electronic file for accounts
- Providing administrative support to the Property underwriting team based in Sydney
- Processing all business, including quotes, new business, renewals and endorsements etc.
8
Responsibilities For National Accounts Underwriting Assistant Resume
- Sending and managing renewal declarations
- Assisting with answering the main switchboard number
- Completing data capture, liaising with various operation teams to ensure risk information is entered on company systems in an accurate and timely manner
- Working with underwriters to support the underwriting function and increase your technical knowledge of different classes of business written
- Utilizing industry websites to obtain submission financials associated with NAICS codes, MVR's, etc
- Processing workers' compensation new business submissions, renewal submissions and endorsements
- Getting to know the key players in the market - both underwriters and brokers
- Progressing through professional qualifications
9
Responsibilities For Underwriting Assistant, Public Entity Resume
- Rating in all lines of business
- Processing A&H mail requests, renewals, and endorsements (document creation and system
- Prepping files for renewal (file organization loss runs contract comparison)
- Assisting in the completion of ad-hoc projects that arise
- Preparing new and renewal binds for policy issuance
- Serving as a quality assurance technician for various issuance, endorsement, and other necessary documents require
- Understanding and Responsiveness to Customer Needs
- Reconciling and analyzing audits and adjusting coverage as needed
10
Responsibilities For Agribusiness Underwriting Assistant Resume
- Assuming a leadership role as it relates to application of processes and procedures associated with the position’s responsibilities
- Ensuring electronic Client and Distribution system accurately reflects account status and notes to/from the Underwriters and Broker discussions
- Processing work comp new business submissions, renewal submissions and endorsements
- Managing the entire renewal process for a book of small accounts
- Maintaining up-to-date knowledge of key (re)insurance trends
- Understanding underwriters and teams globally
- Knowing the key players in the market - both underwriters and brokers
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