Associate Underwriter Resume Samples
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Associate Underwriter Resume Samples
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FS
F Stamm
Freddie
Stamm
724 Jacobson Land
Los Angeles
CA
+1 (555) 704 2870
724 Jacobson Land
Los Angeles
CA
Phone
p
+1 (555) 704 2870
Experience
Experience
Houston, TX
Associate Underwriter
Houston, TX
Herzog, Hagenes and Fisher
Houston, TX
Associate Underwriter
- Assisting in the underwriting of renewal, new business and endorsements according to underwriting guidelines, authority limits and company standards
- Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules
- Services accounts by researching and collaborating to answer questions regarding client coverage, limits and deductibles
- Reviews premium and loss data on an individual account as part of renewal underwriting, change underwriting or mid-term underwriting
- Review, evaluate and price business by applying underwriting judgment and adhering to company policy and state regulations within established authority
- Managing relationships with brokers, including acting as the dedicated resource
- Assisting in compiling data into underwriting review sheets
San Francisco, CA
GSI Associate Underwriter
San Francisco, CA
Kshlerin, O'Kon and Witting
San Francisco, CA
GSI Associate Underwriter
- Support the achievement of specific performance goals established for the GSI Underwriting Team by demonstrating superior technical expertise and leadership in risk selection
- Looks for opportunities for process improvement and encourages development of policies and practices
- Contribute to policies and practices rules development for GSI Underwriting
- Provide responsive telephone and e-mail service, dealing with inquiries from internal and external Partners
- Excellent service to clients and each other, working together to succeed
- Superior Risk Management & Compliance Framework: Ensure Compliance with corporate policies. In partnership with Risk Management and Compliance, enhance the assessment, mitigation, and monitoring of all forms of risk including systemic, strategic, competitive, reputational, operational, regulatory and market risks
- Demonstrated proficiency at a technical job
present
Philadelphia, PA
Crop-associate Underwriter
Philadelphia, PA
Greenholt-Rogahn
present
Philadelphia, PA
Crop-associate Underwriter
present
- Provide processing and support for claims and compliance departments and complete transactions within area of responsibility
- Assist team members with questions and training
- Correct errors and resolve issues with the FCIC Error Report
- Track, monitor and route written agreements to ensure timely processing
- Effectively answer requests for information regarding crop hail from key stakeholders
- Print status reports and track policy cycle to completion, ensuring coverage continuation and avoiding late penalties
- Ensure complete and accurate policy processing activities by reviewing and/or data entry of applications, policy changes, actual production history (APH), acreage report (AR) written agreements, and gathering missing information, resolving inconsistencies and confirming next steps
Education
Education
Bachelor’s Degree in Risk
Bachelor’s Degree in Risk
New York University
Bachelor’s Degree in Risk
Skills
Skills
- Ability to work independently and assume responsibility for projects across a continuum from routine to highly complex
- Strong Communication: Excellent verbal and written communication, collaboration and presentation skills
- Ability to use applicable computer systems, electronic tools and applications
- Besides being highly organized, flexible and a team player you should be enthusiastic, reliable, and enjoy taking ownership of your tasks
- Skilled and knowledgeable interaction with various internal departments and external stakeholders
- Ability to work independently or on a team with high level of direct supervision and prioritize own work to meet tight deadlines with high sense of urgency
- Ability to operate effectively and responsibly with limited direct supervision
- Ability to work effectively with tight timeframes
- Ability to work in either a team environment or independently with minimal direction
- Good time management skills
15 Associate Underwriter resume templates
Read our complete resume writing guides
1
GSI Associate Underwriter Resume Examples & Samples
- Support the development of an organization focused on high quality risk assessment and management by making appropriate business decisions, and making recommendations to Department Head where necessary
- Analyze and identify early and ongoing risk trends, and make appropriate recommendations for addressing these
- Support the achievement of specific performance goals established for the GSI Underwriting Team by demonstrating superior technical expertise and leadership in risk selection
- Show support for the achievement of the GSI Underwriting Team’s appropriate top-line growth, achievement of target profit level and achievement of targeted persistency levels
- Looks for opportunities for process improvement and encourages development of policies and practices
- Contribute to policies and practices rules development for GSI Underwriting
- Responsible for handling high or variable volumes of business, by setting priorities and monitoring workload constantly
- Provide responsive telephone and e-mail service, dealing with inquiries from internal and external Partners
- Excellent service to clients and each other, working together to succeed
- Superior Client Experience: Ensuring delivery of a superior client experience & achieving levels of client satisfaction that contributes positively to persistency and reputation in the market place
- Superior Risk Management & Compliance Framework: Ensure Compliance with corporate policies. In partnership with Risk Management and Compliance, enhance the assessment, mitigation, and monitoring of all forms of risk including systemic, strategic, competitive, reputational, operational, regulatory and market risks
2
Associate Underwriter Resume Examples & Samples
- Associate Underwriting (AU) designation achieved or in process with a goal to complete
- Two to three years’ insurance experience in rating or underwriting assistant role in commercial lines
- Ability to work in a fast-paced environment with seasonal volume
- Must be proficient with Microsoft Excel and Word, and possess a basic knowledge of commercial insurance contracts
3
BLC Associate Underwriter Resume Examples & Samples
- Responsible for reviewing and spreading financial statements based on information provided in the loan request submission package or collect additional financial information from the LOB not submitted with the application
- Collect and review all required collateral information
- Effectively communicate loan request information needs and structure with relationship managers
- On a limited basis, approve or reject applications based on defined criteria when applications exceed standard underwriting limits for Homogenous Pool transactions
- Identify and communicate cross-sell opportunities discovered during the underwriting process
- On a limited basis, negotiate terms and conditions of credit requests with relationship managers
- Responsible for preparing Portfolio Review Reports and Administrative Loan Status Reports
- Maintain a working knowledge of Bancorp credit policies, guidelines and procedures
- Responsible for performing Borrowing Entity PD Ratings and Obligation LGD Ratings
- Serves as a back up to other BLC Credit Analysts
- Miscellaneous job duties as needed
- BachelorÆs degree in accounting, finance or economics preferred
- Minimum 1 year of credit analysis and/or loan review experience, preferably in the banking industry, or an advanced business degree with a minimum of 1 year of business related experience
- Must be proficient in basic software applications such as Microsoft Word and Excel
- Familiarity with the BankÆs internal applications is a plus
4
Associate Underwriter Resume Examples & Samples
- Process and propose quotes in a timely manner and within the contractual agreements arranged
- Review and evaluate renewal business and recommend appropriate actions to attain premium rate and loss ratio objectives
- Review policy forms used in specific programs to ensure consistency and keep producers informed regarding coverage issues
- Complete a variety of underwriting assignments at the direction of the Underwriting Mgr. or Underwriting Director
5
Associate Underwriter Resume Examples & Samples
- Preference of 2 years of insurance experience and University degree
- Good understanding of both top line and bottom line objectives and is able to manage both
- Creative problem solving/analytical reasoning skills
6
Associate Underwriter / AAH Resume Examples & Samples
- Reviews new business policies for auto, home and umbrella insurance within prescribed guidelines and letter of authority. This involves reviewing the new policy to determine if all forms have been received, forms are completed for compliance needs, motor vehicle reports are received or what other information may be needed to bind policy
- Miscellaneous items including importing motor vehicle reports to policy to determine if risk still eligible based on data received, processing requests from other departments/clients, first level review to ensure home inspection is available for underwriter
- Based on roadmap, determine whom to refer questions needed for policy information including rechecking policies, processing paperwork, referrals from other departments, etc
- High school or equivalent education
- 0 to 1 years relevant experience
- Ability to work independently as well as part of a team
- Ability to readily adapt to change
- Ability to follow policies and procedures
7
Associate Underwriter / Portfolio Manager Resume Examples & Samples
- An undergraduate degree in finance, economics, or accounting
- MBA degree preferred
- Experience underwriting in the Healthcare industry
- 3+ years of corporate banking experience as an Analyst in a corporate lending environment
- Knowledge of Healthcare industry and applicable regulations required
- This position requires Credit Qualification. The incumbent must possess a working level of Credit knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
- Credit analysis experience/ understanding
- Good knowledge of the organizational lending and portfolio management policies and objectives
- Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility
- Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
- Highly developed written and oral communication skills
- Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
- Strong interpersonal skills used within a demanding team environment and in client interaction
- Ability to work under limited supervision
- Ability to review, assess, and provide detailed information daily
- Excellent capability to independently and proactively service multiple clients
8
Credit Associate / Underwriter Resume Examples & Samples
- Assess liquidity, quality of management, market position, and overall business climate to estimate future profitability of business
- Interpret cash flow, balance sheet, income statements, and tax returns (both personal and business) to determine credit worthiness
- Use credit data and financial statements to determine the degree of risk involved in extending credit or lending money
- Review financial statements and all other relevant financial analysis as well as non-financial data to develop a concise focused analytical foundation for a credit decision
- Approve loan transactions within applicable lending authority
- Serves as mentor, coach and trainer for analyst staff
- Periodic assignments related to the constantly changing risk management environments
- Bachelor's Degree with a preferred focus on Business course work, or equivalent work experience
- 3 years prior experience with commercial lending
- Familiarity with, and understanding of, commercial credit underwriting/approval methodologies and their use
- Satisfactory understanding and knowledge of commercial credit policies, procedures, and loan systems
- Demonstrated business writing and communications/presentation skills
- Eligibility to work permanently in the U.S
9
Associate Underwriter Dealerguard Resume Examples & Samples
- Associate degree and INS 21, 22 and 23 completed or in process with goal to complete
- Good oral and written communication skills; strong interpersonal skills with the ability to work in a team environment; ability to work in a fast-paced environment
- Must be proficient with Microsoft Excel and Word and possess a basic knowledge of commercial insurance contracts
10
Associate Underwriter Resume Examples & Samples
- Review and evaluate insurance applications and related documents, including inspection reports, financial statements, loss data, MVRs and other information needed to properly evaluate and classify the degree of risk in relation to proposed coverage limits
- Obtain all relevant information not included with the initial submission to ensure a thorough evaluation of the risk
- Prepare and review quotations to ensure accuracy prior to presentation to potential clients
- Approve the coverages requested within specified underwriting authority, either as submitted or on a modified basis, or decline the risk in its entirely; refer with recommended action if risk exceeds underwriting authority
- Review policy forms used in specific programs to ensure consistency
- Manage a book of business with goals for production, net revenue, rate increase, loss ratio and underwriting audit results
- Complete a variety of underwriting projects at the direction of the Underwriting Director and Senior Vice President
11
Associate Underwriter Resume Examples & Samples
- Under direct supervision, analyzes data related to the risk being underwritten for small, non-complex cases, in order to determine what benefits, if any, can be offered and at what rates
- Under direct supervision, communicates with policy owners, applicants, brokers, agencies, and/or other sources concerning underwriting decisions and procedures
- Supports analysis and verification of requirements to finalize cases, including policy issue, post issue requirements, and posting payments
- Requires the ability to multi-task effectively, work under pressure, and meet deadline requirements
- This position is in a fast-paced, high volume environment with set production goals
- This job posting is reflective of the Associate Underwriter essential functions, qualifications and physical requirements. The Underwriter and Senior Underwriter levels have variable essential functions, qualifications and physical requirements. Competency and skill set will determine level of placement within the job family
- Underwriting knowledge and skills with Life Insurance, specifically simplified issue products
- Experience working in a production environment, attaining team and individual productivity goals
- Participation in process improvement activities
- Flexible to meet changing customer needs
- Problem research and resolution skills
- Ability to review information from multiple sources, apply logic, and make sound risk decisions
- Strong communication skills, both written and verbal. Prior experience working with a distribution of agents, communicating on case files and supporting their sales efforts
- Computer skills using various software applications (including word, excel, e-mail, etc.), and experience learning company legacy systems
12
Associate Underwriter Resume Examples & Samples
- Analyze data related to the risk being underwritten for small to mid-sized cases, in order to mitigate financial risk to the company
- Review industry publications and stays abreast of Federal, State and business regulations governing insurance products
- Responsive and customer focused
- Basic computer skills using various software packages including word-processing, spreadsheet, and electronic mail
- Ability to work in a fast-paced, high volume environment
- Previous group underwriting skills and experience
- Bachelors degree in business, finance, economics, mathematics, and/or related field; or equivalent experience in insurance industry
13
Associate Underwriter Resume Examples & Samples
- Lead the review, validation and sign off on administrative documentation related to residential mortgage applications
- Update client information from application documents onto the associated lending system fields to confirm receipt of documentation
- Review and ensure information on application documents is current and complies with CIBC and regulatory requirements
- Route applications for next stage of adjudicaiton based on pre-determined criteria after completing the initial document review
- Prepare written correspondence or contact lender and underwriters by telephone to respond to inquiries
- Escalate those files with incomplete or rejected documents to appropriate underwriter or team manager
- Partner with experienced underwriters to acquire knowledge and learn or support underwriting activities
- Input notes in application system as required ensuring clarity and details
- Support underwriters with administrative requirements to coordinate high volumes and remain organized with the team
- Generate or run reports for progress on measurements including customer satisfaction, productivity and risk management
- Apply good judgement, diplomacy and maintain confidentiality when reviewing administrative documents containing client personal information
- Ability to work collaboratively within a support team managining high volumes
- Team members are measured on customer satisfaction, productivity, and risk management
- Frontline Lenders including Mortgage Advisors
- Underwriters
- Administrators
- High School or College completion certificate or equivalent
- A thorough working knowledge ICBS/CRS, Retail & Business CLASS, LCMS
- Good computer/keyboarding skills, computer applications (i.e. Word, Excel, Outlook, Powerpoint)
- Strong negotiation, communication and interpersonal skills to manage sound working relationships
- Completion of requisite courses as required from time to time
- Ability to operate effectively and responsibly with limited direct supervision
- Ability to work effectively with tight timeframes
- Ability to deal effectively with internal clients and understand business needs
- Ability to work in either a team environment or independently with minimal direction
- Attention to detail is regularly required when reviewing documentation to ensure accuracy and completeness of information
14
Associate Underwriter Resume Examples & Samples
- Learns to develops efficient programs, procedures, exhibits and controls to achieve marketing and product line objectives
- Learns to effectively interacts with marketing, loss prevention, and other units to provide top level customer service
- Gains knowledge and expertise of underwriting and production disciplines through internal and external training programs. Begins to keep abreast of industry trends, developments, and regulatory changes to ensure continued superior insurance coverages for targeted market
- Performs related duties and special projects to assist in ensuring the success of the product line unit
15
Associate Underwriter Toronto Resume Examples & Samples
- High School Diploma or Equivalent and No prior experience required in the Underwriting or Market Facing area
- Within the structure of a formalized underwriting trainee program, learn the fundamentals of multi-line underwriting, including measuring exposure, analyzing risk, price, quote, set coverage, etc
- Work closely with underwriting managers and assigned underwriters, who serve as the key contacts for target accounts
- Service the needs of the customer and support others who maintain relationships with customers in given territory or region, hone skills in risk assessment and pricing
- Respond to inquires quickly and completely, provide appropriate/accurate status updates
- Recognize opportunities and respond appropriately
- Identify and resolve problems by referring to policies, procedures, and standards
- Make suggestions to improve procedures
- Prioritize, organize, plan and process work
- Mandatory Overtime, as required
16
Associate Underwriter Resume Examples & Samples
- Bachelor's degree (or equivalent) required
- Effective analytical, interpersonal (relationship building, persuasion, negotiation, etc.)
- Adaptability, organizational, mathematical and verbal/written communication skills
- The ability to work independently and as part of a group
- Work with various Internal Department (Distribution, Financial, Claims, Customer Service, Actuarial etc.)
- Answer questions, research issues & manage appeals on a daily basis
17
Associate Underwriter Resume Examples & Samples
- Bachelor’s degree or 5+ years of related work experience required (individual life underwriting experience preferred)
- Strong oral and written communications, negotiations, problem solving, team building, empathy, interpersonal skills, and decision making abilities
- Basic understanding of insurance and contract law, and federal and state regulation and legislation preferred
- Ability to learn to analyze financial statements
- Understanding of new business function, life products, reinsurance, and personal/business marketing concepts
- Ability to work in a rapidly changing environment
- Ability to build effective working relationships with producers and field office staff
- If working with variable products, must become an associated person of Princor Financial Services Corporation, which requires fingerprinting, and a full background check
18
Associate Underwriter Resume Examples & Samples
- Underwrites accounts responsibly by using sound judgment in support of established guidelines and profitability objectives
- Underwrites risks, suggesting rates and premiums based on coverage and performs coverage and risk analysis for new and/or renewal business
- Underwrites assigned book of new and renewal business
- Supports long and short term business strategies through quality underwriting, customer service and production initiatives
- Obtains all necessary documentation for new and renewal business
- Participates in meetings with Brokers and Underwriters
- Prepares new and renewal referrals in accordance with underwriting guidelines
- Services accounts by researching and collaborating to answer questions regarding client coverage, limits and deductibles
- Conducts follow-ups as appropriate
- Ensures underwriting files are complete and accurate
- Manages a group of assigned agents and brokers to support market penetration objectives and seeks out cross-sell opportunities
- Generates new business submissions through phone calls and in-person marketing meetings
- 6 - 8 years related work experience, experience as an Account Executive or Underwriter required
19
Associate Underwriter Cyber Liability Resume Examples & Samples
- Learns and applies that knowledge to evaluate and analyze accounts to recommend coverage, policy terms and conditions in order to obtain and renew quality, profitable desired business
- Learns to effectively communicate proposed pricing, coverages and rating plans to brokers
- Begins to develop a strong knowledge of insurance products and services, North American market place, desired customers (fortune 500 companies) and competitor information
- Analytical and decision making skills
20
Associate Underwriter Resume Examples & Samples
- Learns to develop efficient programs, procedures, exhibits and controls to achieve marketing and product line objectives
- Learns to effectively interact with marketing, loss prevention, and other units to provide top level customer service
- Begins to develop a strong knowledge of insurance products and services, U.S. market place, desired customers (small and midmarket companies) and competitor information
- Bachelor's degree or 1-2 years insurance experience
- Ability to develop strong verbal and written communications skills
- The ability to learn and apply new concepts quickly
21
Associate, Underwriter Resume Examples & Samples
- Review all mortgage applications and documentation for accuracy and completeness for conventional loans
- Work with clients to prepare mortgage applications and related documentation as needed, help resolve any outstanding issues
- Work with compliance officers to ensure Federal, State, and local compliance of all mortgage and loan materials
- Approve or deny mortgages on a timely basis. Ensure the quality and accuracy of each loan
- Update the Automated Underwriting System (AUS) per new information received, assesses results and generates necessary loan conditions
- Communicate effectively and professionally with origination staff and management on matters related to underwriting requirements
- Review loans files for indications of possible fraud as directed
- Min 1 years of mortgage processing experience
- Ability to calculate basis wage earner income
- Solid knowledge of mortgage underwriting and of basic automated underwriting systems
- Knowledge of mortgage laws and regulations required
- Ability to maintain confidentiality of sensitive information
- Must be highly proficient in Excel and Word
- Must be a team player with strong attention to detail, with the ability to work independently
- Excellent critical thinking, problem solving and mathematical skills, using sound judgment
- Strong business acumen and ability to interface with executive management
- 2 Year college degree (Associate) or equivalent work experience
- Minimum Years of Experience 1+years
22
Associate Underwriter Trainee Resume Examples & Samples
- Conduct underwriting training in the following areas
- Four-year college degree preferred or equivalent insurance experience with INS designation
- An affinity for detailed accuracy
- Ability to develop positive relationships with coworkers and agents
23
Associate Underwriter Resume Examples & Samples
- You thrive in a team environment. We're one big family who has fun together and helps each other
- You take accountability for your actions
- You have a strong work ethic
- You are driven to get better every day
- This position requires on-site attendance
24
Associate Underwriter / Underwriter Resume Examples & Samples
- Analyze customers' bid specifications in order to prepare quotes and evaluate the risks associated with each contract
- Communicate with marketers to answer questions and provide information building Principal's credibility in the industry. Proactively anticipate and address potential issues and seek clarification from brokers. Work early in the process to close the sale. Build case data and specifications into the pricing system and utilize various actuarial concepts and market data to properly price the risks inherent in each case. Develop pricing strategies which lead to sales. Complete the underwriting process in order to provide all market information needed for the issue process. Seek assistance, as appropriate with case work
- Actively market Principal's single premium products to industry consultants, customers, and marketers to meet or exceed sales goals. Continuously work to establish Principal's name in the industry as a progressive, flexible, and high-quality provider of single premium products. Proactively maintain positive relationships with marketers to encourage growth in revenue, ensure repeat/ new opportunities to bid on their business, and to obtain useful competitive feedback
- Develop or modify procedures and systems where changes are needed to maintain or improve customer service needs. Serve as a subject matter expert. Mentor and develop less experienced team members
- Maintain knowledge of current market conditions and industry trends and changes, including regulatory developments. Be aware of and build knowledge of our competition and understand how Principal compares. Utilize this knowledge to develop competitive pricing strategies. Provide clear file documentation and technical advice to Transition staff to help them implement new cases
- Bachelor's degree or equivalent experience of 8 years
- 4+ years underwriting experience or experience interpreting Defined Benefit plan documents
- Good communication and organizational skills
- Strong math and Excel skills
- Knowledge of defined benefit plans and/ or single premium contracts preferred
- Must have strong problem-solving and analytical abilities
- Proven ability to manage multiple priorities and deadlines
25
Associate Underwriter Resume Examples & Samples
- Organizing and tracking new business cases and logging them in a Web-based system
- Creating and distributing the case file to the underwriters
- Triaging medical information
- Responding to internal and external queries regarding medical underwriting submissions
- Completing additional tasks and special projects as needed
- HS Diploma/GED
- Basic Knowledge of MS Office (Word & Excel)
- Experience in an Insurance Environment
- Experience in a fast-paced setting
- 1+ years experience in a finance, underwriting or accounting role is preferred
- Excellent communication skills, both orally and in writing
26
Entry Level Associate Underwriter Resume Examples & Samples
- Determine if the basic required information is provided in the request for proposal
- Upload documentation into electronic files
- Decide if risk is acceptable/suitable for MetLife
- Gather plan design and group information; analyze and offer comparable plan design
- Evaluate and analyze data to input plan design information and census data into the rating system
- Generate manual rate calculations on all submitted non-experience rated cases with 2-99 lives and make pricing decisions within defined parameters
- Position plan designs and rates appropriately
- Advise/Consult with sales office personnel when submitted cases fall outside published pricing, underwriting and/or administration guidelines
- Reach out to brokers and sales for missing information needed to provide a quote
- Meet specified metrics for production, quality and turn around time
- Quoting authority and decision making authority of new business quotes for groups with 2 - 99 lives as deemed appropriate through pricing authority levels
- Approving final rates
- Other various functions that support workload balancing including RFP in-take
- Excellent written and oral communication skills
- Ability to work under pressure and meet tight deadlines
- Strong Excel and personal computer skills
27
Associate Underwriter Resume Examples & Samples
- Bachelor’s degree in Insurance, Finance, Economics, Statistics, Risk Management or Mathematics
- 2 years or less overall professional experience
- Basic in MS Office Applications (Excel / PowerPoint / Word / Outlook / SharePoint)
- Dedicated and driven individual with a track record of recent accomplishments
- A high degree of motivation and a self-starting attitude with a desire to thrive on new challenges and to take on additional responsibilities
- Ability to work in a fast paced, entrepreneurial, and challenging work environment
- Ability to work independently or on a team with high level of direct supervision and prioritize own work to meet tight deadlines with high sense of urgency
- Comfortable in multiple-project oriented environment
- Inquisitive nature and ability to seek out information
- Genuine intellectual curiosity regarding Insurance
- Demonstrate competent analytical skills
- Ability to synthesize large, complex sets of information and integrate into meaningful reports, recommendations, and presentations
- Demonstrate developing verbal/written communication and interpersonal skills
- Demonstrate developing organizational skills
28
Associate Underwriter Resume Examples & Samples
- Draft and distribute proposal document for existing clients using standard base rates with minor modifications which includes interpreting and evaluating risk submissions, developing rates and documenting underwriting assumptions
- Review and modify customer forms
- Review and modify rate and rule manuals
- Prepare product implementation system specification packages
- Monitor changes or trends from underwriting assumptions and identify corrective action
- Review claim/contract exceptions and proposal documents within authority guidelines
- Provide assistance to other underwriting team members
- Bachelor’s degree or equivalent required, degree in finance, economics, statistics, risk management or mathematics
- 2 years or less overall professional experience preferred
29
Associate Underwriter, Livestock Resume Examples & Samples
- High School Diploma Required, Associate’s or Bachelor’s Degree preferred
- Insurance industry background preferred, but not required
- General farm, livestock, equine experience helpful
- Experience working with business customers and partners
- Strong knowledge of MS Office products
- Ability to communicate on a professional level; strong phone and email communication skills
- Sales acumen and/or experience preferred, not required
- Good Office Automation Skills
- Livestock/Agricultural experience preferred
30
Associate Underwriter Resume Examples & Samples
- Evaluate and analyze data to input plan design information and census data into the quoting system
- Generate manual rate calculations
- Position plan designs appropriately
- Reach out to internal partners for missing information needed to provide a quote
- Meet specified metrics for production, quality and turnaround time
- Other various functions that support workload balancing
- Generating renewal offer letters, and verifying information in letter matches plan design in system
- College degree or 2 years business experience
- High level of organization skill and the ability to prioritize and multi-task
- Ability to adapt to change
31
M&A Associate Underwriter Resume Examples & Samples
- University graduate
- 2 to 3 years working in in a law firm, accounting firm, advisory firm or similar advisory role
- Interest and experience in M&A
- Highly enthusiastic and proactive
- Strong interpersonal skills and ability to collaboratively work with all members of the team
- Qualified solicitor, or other relevant M&A transactional experience such as finance, tax or accounting
- Experience underwriting M&A insurance
- Specific experience within insurance sector or other financial institutions
32
Associate Underwriter Life & Disability Resume Examples & Samples
- Serves as the primary contact to the member during the complex, detailed underwriting process. This includes
- Bachelor’s Degree in related field, or equivalent experience
- At least 4 years of experience and understanding of insurance, benefits and contractual workings of life and disability products
- Experience in a profession involving critical thinking, organization, problem solving, data analysis, multi-tasking, prioritizing and verbal/written communication skills, preferably in a medical/disability/life function requiring some financial analysis
- Demonstrated proficient ability to navigate and effectively use Word and Excel, as well as comfort with other technologies
- Professional, integrity-driven, detail-oriented team player
- Excellent verbal and written communication skills, including the ability to articulate some medical and financial terminology
- Resourceful; ability to work independently
- Industry-related courses/designations (ICA, LOMA, etc.) helpful
33
Associate Underwriter Resume Examples & Samples
- Price fully insured renewal rates
- Assist in prospective quote process
- Prepare benefit alternatives
- Assist in the maintenance of tracking databases
- Present risk issues to Management
- Understand Employer Reports
- Participate in the streamlining of the underwriting process
- Keep abreast of changes in laws/legislation/competitors
- Bachelor’s Degree in Mathematics, Finance, or related field or equivalent work experience
- Intermediate computer skills using Microsoft Office products or comparable applications
- High degree of math aptitude
34
Associate Underwriter Resume Examples & Samples
- General understanding of fundamental concepts, practices and procedures of real estate title and settlement process
- General understanding of underwriting real estate transactions for the issuance of title insurance policies
- Detail oriented
- Good organizational skills with the ability to multi-task, prioritize and timely follow up
- High School Diploma Required
- 1-4 years title underwriting experience
- Must be familiar with real estate law
35
Associate Underwriter Resume Examples & Samples
- Review, evaluate and price business by applying underwriting judgment and adhering to company policy and state regulations within established authority
- Assist with underwriting insurance risks in accordance with the business plan and the personal authority to meet business objectives including negotiating rates, terms and conditions for existing and new business, managing production and issue of contract documentation, ensuring compliance with internal and external regulations and guidelines, and ensuring contribution to the business plan and objectives
- Assist with the review and analysis of the portfolio to identify progress toward business objectives
- Make entries, as required, properly and promptly in underwriting systems to ensure accuracy of data, in relation to underwriting and aggregate exposures
- Assist with managing assigned agents using the Agency Company Business Plan (ACBP) process
- Establish and maintain relationships with producers and customers to understand their needs and sell products that respond to their needs
- Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
- Working knowledge of Microsoft Word, Excel and Outlook
- Escalate issues when necessary Follow established guidelines to focus on details and complete tasks attentively and thoroughly
- Understand customer needs and goals actively look for ways to meet them
- Establish a high degree of trust and credibility with others
- Accept responsibility for one's decisions and actions
- Show drive and initiative
- Be a willing, effective, and efficient learner
- Use multiple resources to gather and review information and use logic to address work-related issues and problems
- Ability to retain and apply large amounts of new information and techniques to achieve desired results
36
Associate Underwriter Resume Examples & Samples
- Gathers/organizes information to support underwriter decision making, and investigates discrepancies
- Completes policy documentation, and assists in maintaining policy files
- Orders, reviews and takes appropriate action on service requests and general correspondence
- Reviews insurance applications and other risk documentation. Reviews underwriting requirements and refers applications, endorsement requests or other correspondence for further underwriting analysis when outside of written authority
- Solicits renewal information from brokers, and reviews account premium and loss data
- May include "template" policy review and actions such as endorsement within assigned authority level
- Some administrative duties required
- Ideally 2-4 years of related insurance industry experience. Policy issuance and tracking preferred. For the right candidate who lacks insurance experience we will train
- Strong MS Office, including Word, Excel, PowerPoint and Access
- Good organizational, time management and communication skills
- Works well in a small team setting
- Strong grasp of work flow and procedures
- Ability to make good decisions
- Willing to do some limited travel and participate in marketing events
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Associate Underwriter Resume Examples & Samples
- Conduct site visits
- Review Applications & Commitments Review and Approve Closing Model
- Complete Standard Deviations Memo for closing
- Demonstrate time management skills for transactions
- Demonstrate knowledge of Agency guidelines
- A minimum of a BS/BA degree required, preferably in finance, real estate or a related discipline preferred
- A minimum of 4 or more years experience in underwriting and/or screening transactions
- Experience in the Fannie Mae and/or Freddie Mac multifamily mortgage business is preferred
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CB Risk-senior Associate Underwriter Resume Examples & Samples
- Superior credit, documentation, and transaction experience
- Strong organizational and project management skills to balance portfolio management and deal execution
- BA/BS degree required, MBA a plus
- Knowledge of credit, JPMC, and similar bank policies
- Strong interpersonal skills to deal with clients, bankers, product partners and senior management
- Excellent PC and financial modeling skills
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Associate Underwriter Resume Examples & Samples
- Generating, underwriting and analyzing Miscellaneous E&O, Lawyers and Accountants Professional Liability lines of business
- Market facing and production within the Professional Risk Division
- Developing and maintaining agency and broker relationships
- Maintain, organize and update files
- Complete projects and other duties as assigned
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Associate Underwriter Resume Examples & Samples
- Assist Underwriters by performing underwriting support - quote, binder and policy issuance workflow
- Ensure policies/endorsements are issued on a timely basis
- Assist with policy processing functions when needed
- Manage Excel databases
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Associate Underwriter, Advisory Resume Examples & Samples
- Provide analytical support in the underwriting and closing of commercial real estate loans on behalf of our clients
- Review financial operating statements, rent rolls, third party reports, tenant lease agreements, surveys, title reports, zoning reports, property insurance policies, credit reports, and other underwriting due diligence requirements
- Prepare analysis and narratives supporting credit memos including cash flow, risks and strengths, borrower / sponsor, and market analyses
- Perform site inspections, determine appropriate market comparables for property valuation and asset summary report, and complete tenant analyses
- Assist with loan closings and procure needed closing items
- Minimum three to five years’ experience underwriting CMBS or CRE balance sheet loans
- Comprehensive knowledge and understanding of commercial real estate, due diligence process, commercial lending policies, and credit and risk management policies
- Full understanding of property sectors (office, retail, industrial, hotel, multifamily) and their different investment characteristics and an ability to see the big picture in commercial real estate and capital markets finance transactions
- Advanced working knowledge of underwriting and valuation models
- Proficiency in Argus
- Strong time management skills and organization skills
- Ability to interact with clients in managing deadlines on deliverables and building strong working relationships
- A desire to works independently on projects and also collaborate as a team player
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Associate Underwriter Resume Examples & Samples
- Assisting in the underwriting of renewal, new business and endorsements according to underwriting guidelines, authority limits and company standards
- Collecting claims data for loss runs and resolve discrepancies
- Acting as key point of contract for our Broker Partners and responding to broker requests and inquiries on a timely basis
- Processing of endorsement requests, file management and troubleshooting
- Managing relationships with brokers, including acting as the dedicated resource
- Responsible for ordering risk control reports and drafting recommendation letters and subsequent follow-ups
- Working effectively within a team dynamic
- Processing all assigned work promptly and accurately
- Maintain knowledge of company and industry Underwriting policies, procedures and standards
- Supporting business development and promotional activities
- Resolving any billing discrepancies and ensuring accounts receivables are in good standing
- Minimum 2 years Commercial Underwriting experience or support role experience
- Previous MGA and/or broker experience desired
- CIP and/or CAIB an asset
- Post-Secondary Education or equivalent education and experience
- Experience on Epic or equivalent broker management system an asset
- Drive for excellence in customer service and sales
- Strong interpersonal, written, and oral communication skills required
- Professional, positive and courteous in all interactions with customers and co-workers
- A strong work ethic, good organizational skills and the ability to work within a team environment
- Strong attention to detail, time management and analytical skills
- Aptitude to understanding insurance concepts, learning new coverages, and applying this knowledge to the sales process
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Senior Associate Underwriter Resume Examples & Samples
- Accurately and efficiently classify the mortality risk for proposed insureds as above average (Preferred/Select Preferred), average (Standard), or below average (varying Substandard risks and Decline) based on both medical and nonmedical information on cases with 2-Year TAAR (Total Amount At Risk-Dollar amount requiring underwriting) of $2,499,999 or less with an Attending Physician Statement given the increased complexity of the requirement due to the higher level of medical knowledge and understanding required to accurately assess the medical records
- Maintain a strong working knowledge of our administrative systems, product rules, underwriting guidelines and medical factors impacting mortality
- Participate in on-going medical, financial, and soft skill training
- Author messages to Agents and General Office staff regarding application status, additional requirements needed, input errors and required corrections, Reinsurance offer details and requirements, as well as the final underwriting decision and associated reason(s)
- Accurately classify the mortality risk on non-contractual attained age term conversions, contract changes, and reinstatements with a TAAR (Total Amount At Risk-Dollar amount requiring underwriting) up to and including $2,499,999
- Foreign risk underwriting
- Identify and refer appropriate cases to the FUR (Field Underwriter Responsibility) process in a timely manner
- Meets annual continuing education requirements and are encouraged to pursue industry courses and designations, such as FALU (Fellow Academy of Life Underwriting), FLMI (Fellow Life Management Institute), and CLU - Chartered Life Underwriting
- Assist Senior Underwriter-Technical Lead with ad hoc presentations as needed
- Bachelor's degree. Progress towards FALU or FLMI
- 5+ years Life Underwriting experience
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Associate Underwriter Loan Services Resume Examples & Samples
- Oversee every queue within the "Credit Queue" category and ensure that every member of the credit department is assigned an action plan to meet department goals
- Maintains the "Pending Credit Review" queue and works diligently with the assigned credit members to ensure that every file is touched and notated within 8 business hours
- Provide follow-up and resolution for active credit requests from co-workers within 2 business hours. Will review every request and use proper judgment before executing queries with our lenders
- Communicate with our lenders regarding approval decisions that have not been made within 24 business hours of submission. Works to resolve delays that are sent back from the lender and attempts to properly convey the credit narrative for worthy applicants
- Strategically uses resources to maximize the window of operation for each lender's particular business schedule. Preserves relationships with our lenders representatives
- Advises loan consultants on applications that may still be viable with an alternative lender, but only if original approval terms have changed and are no longer valid. Assists with resolving more credit questions or reviewing documentation if direct sales management cannot properly assist. Properly notates any exception or direct action on every file where personally involved
- Cooperates with sales management team to ensure loan consultants are properly trained with common credit issues. Provides management with consistent feedback on future improvements and areas of opportunity
- Shares with senior management any process inefficiencies and recommends new solutions for proven lender or consumer obstacles seen through daily operation
- Experience with credit applications preferred
- Experience in consumer loan underwriting (auto, personal loans, credit cards, or home equity) preferred
- Experience within a call center, operations or financial institution preferred
- Strong interpersonal, written, and verbal communication
- Excellent organizational and time management skills with strong attention to detail
- College degree or equivalent combination of education and experience preferred
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Associate Underwriter Resume Examples & Samples
- Prepares new business quotes as directed by underwriter
- Prepares coverage binders and premium and fee billings for all policies
- Investigates discrepancies in the information gathered
- Coordinates flow of required documents and information among insureds, agents, and carriers
- Requests and coordinates annual payroll audits for all policies
- Communicates with carrier, agents, auditors, and insureds, as well as company loss control and claims employees
- Documents and maintains electronic policies and other underwriting files
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Associate Underwriter Resume Examples & Samples
- Bachelor's degree or 5+ years of related work experience
- Understanding of new business function, life products, reinsurance, and personal/business marketing concepts preferred
- Individual Disability knowledge is preferred
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Associate Underwriter Resume Examples & Samples
- Learning and understand about the market, products, profit drivers, underwriting and business plans
- Interacting with and supporting underwriters on day-to-day business issues
- Gathering underwriting information via the internet and complete underwriting analysis
- Data compilation, analysis, assessment, and management
- Conduct financial analysis
- Assisting in compiling data into underwriting review sheets
- Contribution towards the running of the accounts. Monitor & manage status/progress of accounts implementation from quote processing to policy issuance, premium collection and policy maintenance (certificates, endorsements etc.)
- Working on new and renewal business
- Building relationships and providing good customer service to internal and external clients / brokers
- Contributing to the running of the accounts. Monitoring and managing status/progress of accounts implementation from quote processing to policy issuance, premium collection and policy maintenance (certificates, endorsements etc.)
- Travel up to 25%
- Besides being highly organized, flexible and a team player you should be enthusiastic, reliable, and enjoy taking ownership of your tasks
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Associate Underwriter Resume Examples & Samples
- Applies rules and guidelines, insurance laws and regulations. Reviews, documents and / or underwrites new and renewal policy transactions within written authority
- Proofs policy information on an assigned product, territory and / or agency(ies)
- Reviews premium and loss data on an individual account as part of renewal underwriting, change underwriting or mid-term underwriting
- Gathers information on new and renewal business and change requests to support underwriter decision making
- Orders, reviews and takes appropriate action on required reports, endorsement requests, service requests and general correspondence
- Analyzes individual risk pricing for new business submissions and renewals within written authority
- Communicates with agents to obtain information needed to underwrite risks and address issues. Researches and responds to questions from agents
- May provide support to underwriter(s)
- Organizes the underwriting information to speed decision making on the part of the underwriter
- Provides information to Rating and to Processing that is needed to issue policies and endorsements on a timely basis. May issue, process or code transactions
- 1 to 3 years of related experience in insurance office
- This position is located in our Baton Rouge, LA office
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Associate Underwriter Resume Examples & Samples
- Applies rules and guidelines, insurance laws and regulations. Proofs policy information on an assigned product, territory and / or agency(ies)
- Completes policy documentation, file set-up, and generally assists and supports underwriting with policy creation
- Must have an Associate’s degree and a minimum of 0-2 years of experience in the insurance industry
- Fundamental knowledge of P&C coverages, forms and terminology
50
Associate Underwriter Resume Examples & Samples
- Your scope of responsibility will include writing the US casualty exposures of global programs produced outside the US, and with a foreign parent
- This position underwrites, prices and services risks for General Liability, Products, Umbrella/Excess, and Life Sciences
- Achieving profit and financial objectives as part of the overall global program
- Adhering to rules of regulatory compliance, as well as being the technical resource for US insurance rules and practices for colleagues in world markets who need US coverage
- Maintain local broker relationships for global risks, and will maintain communication with program underwriters about clients
- Contributing to the running of the accounts. Overseeing and monitoring the status/progress of accounts implementation from quote processing to policy issuance, premium collection and policy maintenance (certificates, endorsements etc.)
- Readiness to work in environment with seasonal peaks
- Strong cultural awareness as you will work with colleagues all over the world
- 3-5 Years Insurance Experience
- Experience working within the US regulatory environment with an understanding of US Compliance
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Associate Underwriter Resume Examples & Samples
- Rating and Analysis
- Identifies when clients do not comply with corporate risk management policies, disclosure rules, or conditions/criteria for enrollment
- Completes renewals, prospect quotes, review of lower level analyst work in accordance with production and timeliness standards
- Effective Communication
- Communicates recommendations of policy adaptation to accommodate client-specific situations supported by a clear rationale or management principles
- Influences Sales and external audiences toward appropriate risk solutions
- As assigned, assumes primary support for maintenance of departmental tools and processes
- As assigned, represents departmental perspectives and needs on system development and process improvement teams
- Other duties as assigned or requested
- Skilled and knowledgeable interaction with various internal departments and external stakeholders
- Ability to work independently and assume responsibility for projects across a continuum from routine to highly complex
- Demonstrate an understanding and support of corporate and departmental goals and initiatives
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Crop-associate Underwriter Resume Examples & Samples
- Print status reports and track policy cycle to completion, ensuring coverage continuation and avoiding late penalties
- Effectively answer requests for information regarding crop hail from key stakeholders
- Experience in an underwriting capacity; insurance industry experience; crop insurance experience
- Working knowledge of crop insurance industry and underwriting policies, practices and processes
- Working knowledge of Microsoft Office Suite
- Proficient with EasyMapping, EasyHail, OnBase and workflow
- Terminology, function and fundamental capabilities of common computer, software, information and communication technology devices, components and concepts
- Complete tasks by taking decisive or quick action
- Demonstrated multitasking while maintain accuracy skill
- Maintain highest confidentiality
- Make decisions and act in uncertain and ambiguous situations
- Quickly learn, understand and take action
- Adapt and be flexible in a complex changing environment
- Able to work under pressure to meet deadlines while maintaining accuracy
- Able to self-start and manage to an end
- Able to assist team members with learning
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Associate Underwriter Resume Examples & Samples
- Administers and monitors underwriting rules and guidelines, rating manual rules and insurance laws and regulations. Reviews, documents and / or underwrites new and renewal policy transactions within written authority
- Communicates with brokers to obtain information needed to underwrite risks and address issues. Researches and responds to questions from brokers
- Provides support to underwriter(s)
- Policy review and actions such as endorsement within assigned authority level
- Provides information to Processing that is needed to issue policies and endorsements on a timely basis. May issue, process or code transactions
- Provides guidance to less experienced staff and serves as a resource to other functional areas
- Associate’s Degree or Bachelor's Degree and / or insurance industry certifications
- 5 or more years of Property & Casualty Carrier or Brokerage experience in a similar support role
