Underwriter Trainee Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the underwriter trainee job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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R Swaniawski

Rafael

Swaniawski

8616 Stamm Junction

Houston

+1 (555) 178 3159

8616 Stamm Junction

Houston

Phone

p +1 (555) 178 3159

Experience Experience

Dallas, TX

Trainee Underwriter

Dallas, TX

Shanahan, Kerluke and Hartmann

Dallas, TX

Trainee Underwriter

Ad hoc research and project work to provide the Underwriters with information to make informed underwriting decisions
Ensuring the Underwriter and/or other colleagues are kept fully aware of any key issues and developments so they can be proactively managed
Provide information for the Underwriting Committee and Peer Review process in order to support the underwriting process
Supporting the Underwriter by attendance and participation at internal and external client / broker meetings
Ensuring all information entered in Reinsurance Systems is kept up to date and accurate, prompt processing of slips, aggregates, SCM’s, reinsurance orders
Collaborating with XL Catlin’s international offices to maximise underwriting opportunities
Building and maintaining relations with brokers and clients to best serve the interests of the XL Catlin organisation

Dallas, TX

Underwriter Trainee

Dallas, TX

Schiller and Sons

Dallas, TX

Underwriter Trainee

Underwriting Operations: Learn the workflow, guidelines and processing steps associated with the CS underwriting platform(s)
Begin to understand task prioritization and workflows
Collaborate with team members to provide service to advisor and firms
Learn how to perform financial analysis consistent with Business Unit standards
May answer questions, provide/verify information, price plan changes, rates, services, evaluate morbidity/mortality risks by coverage, etc
Works independently but seeks guidance on more complex cases/applications
Strong knowledge of application forms, procedures and workflow governing the processing of IDI business

present

Los Angeles, CA

Contract Surety Underwriter Trainee

Los Angeles, CA

Kunde and Sons

present

Los Angeles, CA

Contract Surety Underwriter Trainee

present

Performs other duties as assigned
Performs financial analysis on personal and business financial statements to determine the creditworthiness of applicants
Learns to assess risk quality and compliance within company guidelines
Learns to interpret, explain, and market products and services and participate in underwriting/production calls
Becomes familiar with agencies, contractors, and competitors within their territory
Prepares effective internal and external communications on underwriting issues
Recommends credit decisions based on the applicant’s qualifications

Education Education

Bachelor’s Degree in Risk Management

University of California, Berkeley

Bachelor’s Degree in Risk Management

Skills Skills

Demonstrates professionalism by consistently acting with respect and courtesy to co-workers and customers, maintains personal credibility, and exhibits excellent teamwork
Utilize critical thinking skills to evaluate a multitude of information from different sources to evaluate risk and obtain a decision that makes sense to the company and the customer
Strong knowledge of application forms, procedures and workflow governing the processing of IDI business
Learn about non-medical risks (occupational, financial, avocation) and how they impact risk selection on their own or in conjunction with certain medical impairments
Learns insurance products, riders, rate classes, and pricing differences in relation to appropriate risk selection and applies that knowledge to Underwriting decision making
Sound decision making and judgment by having the confidence to make decisions within their authority, and know when to use their judgment on unique situations and when to escalate the situation to management
Strong desire to learn and develop professional skills
Takes accountability and ownership to resolve problems and find the answer and demonstrates creativity in identifying reasonable solutions that benefit all parties
Successfully complete (graduates) the training program, having demonstrated an ability to make independent and sound underwriting decisions. The average timeline to advance beyond the Trainee level is 6 to 9 months
Establish and monitoring products, policies and profitability as part of a team approach

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Underwriter Trainee Resume Examples & Samples

Actively collaborate with peers and instructors in the classroom or in a virtual environment
Read and complete assignments by deadlines
Demonstrate evidence of learning through instructor-led activities or independent study
Complete mandatory eLearning modules as needed
Meet regularly with UW mentor and training managers
Resolve technical problems with corporate Help Desk and training managers
Represent Transamerica and TRUUE in a professional manner during corporate or industry-sponsored functions
Provide specific feedback regarding the overall program to the training manager
Monitor individual progress and proactively report progress to the training manager
Travel to a Transamerica facility for on-site training as needed. Other duties as assigned based on divisional needs
Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules
Completed Associate's Degree; equivalent combination of education (such as 2 years of bachelor work) or completed health/medical certification program
Excellent communication skills (oral and written) are required
Familiarity with personal computer, word processing, and spreadsheet software

Realty Capital Corp Affordable Housing Underwriter Trainee Resume Examples & Samples

Analyze/spread operating statements for multifamily loan transactions
Work with loan originators and help negotiate deal terms
Interact with third party professionals, including appraisers, architects, and environmental consultants
Bank credit training

Trainee Motor Underwriter Resume Examples & Samples

Processing reports for client
Assisting in processing the paperwork for cheques received in to the office during pension season
Assisting the Underwriting team to help free up their work load
Liaising with various different stakeholders within the business
Assisting other team members with paperwork when required
Answering phone & email queries from clients
Sorting post that is received into the office on a daily basis
2 years' experience within a similar role
Experience in
CIP or APA Personal General Insurance
A strong interest within the area of Motor Underwriting and General

Underwriter Trainee Resume Examples & Samples

High School Diploma or Equivalent and 1 or more years of experience in the Business area
Bachelors Degree with 0 or more years of Business experience
Advanced Microsoft Office skills
Leadership experience
Internship experience

Underwriter Trainee Atlanta Resume Examples & Samples

Bachelor’s degree and a final cumulative GPA at/above 3.0 on a 4.0 scale
Must be able to travel to Schaumburg, IL for 6-8 weeks of classroom training
Bachelor’s Degree in Finance, Economics or related major
Willingness to embrace the Zurich Basics of Integrity, Sustainability, Customer centricity, Excellence and Teamwork

Underwriter Trainee Resume Examples & Samples

Underwriting & Pricing: Learn the Construction Services business and how to underwrite (Risk Assessment, Financial Analysis, and decision making skills) for Construction Services
Assist in Underwriting and pricing accounts in accordance with CS business strategies
Formulate and communicate recommendations based on learned underwriting skill
Gain an understanding of key Business Unit strategies and how to execute them
Learn how to perform financial analysis consistent with Business Unit standards
Underwriting Operations: Learn the workflow, guidelines and processing steps associated with the CS underwriting platform(s)
Sales Management/Marketing: Begin to develop relationships with clients to establish the foundation to interact and effectively deal with account issues. Learn how to develop productive agency/client relationships in support of business objectives through a disciplined sales management approach and training (i.e., planning and follow-up for agent/broker and prospective end customer visits/meetings) in support of business objectives. Learn how to effectively execute sales plan
Develop relationships with Home Office and team members
Attend Hub Business Unit meetings as part of on the job training
Develop strong customer service skills (consistency, quick response, knowledge of products). Learn about the potential uses of analytics and tools to assist in the sales and pricing (if applicable) of accounts

Underwriter Trainee Resume Examples & Samples

Under close supervision, underwrite accounts, including risk selection, pricing, and acceptance of new and renewal business
Managing relationships with appointed agents or assigned geographic region
Establish and monitoring products, policies and profitability as part of a team approach
Reviewing policies and endorsements to ensure policies clearly reflect the terms and conditions agreed upon
Participate in structured underwriting training events and programs
Travel to visit agents as part of agency management process
May consider an Underwriter I level depending on job experience (specifically two years of General Liability experience)
Demonstrated analytical skills
Demonstrates strong client focus
Self-motivated and desire to learn the insurance industry
Proficient in the use of computer programs, including Word, Excel, and Outlook

Underwriter Trainee Resume Examples & Samples

Observe and work with experienced underwriters to become familiar with the functions of the position and how they interact and work with one another
Learn critical underwriting & communication skills as well as presentation, marketing and sales skills, through classroom, independent, and on-the-job training
Gather and review information in order to conduct financial and operational evaluations of clients
Establish, support, and maintain effective relationships with customers, agents and brokers
Ability to think logically and strategically
High aptitude for financial analysis
Curiosity
Solid computer skills
Strong customer service orientation
Self-motivation with ability to work independently, as well as part of a team
Willing to travel, including some overnight trips, and attend meetings and social functions
Comfort with negotiations and formulating decisions
Self-starter with strong customer focus

Direct Sales Underwriter Trainee Resume Examples & Samples

Must be Property & Casualty licensed or able to obtain within 90 days of start date
Two years or more of consultative selling and call center experience preferred
This business unit supports countrywide operations so candidate must have schedule flexibility and be available to work 10AM-7PM EST
A bachelor's degree in Risk Management and Insurance, Business Administration, Finance and Accounting, Economics, Marketing, or Liberal Arts with a cumulative GPA of 3.0 or above or an equivalent combination of education and experience is strongly preferred
Exceptional consultative selling, customer and relationship management skills
Outstanding organization, desk management, time management and PC skills
Ability to produce a high volume of quality work in real time inbound call center environment
Comfort and confidence in balancing inbound sales calls from a queue, along with outbound and email communications to close sales
Competitive nature and strong desire to win. High energy self-starter, good decision maker with an entrepreneurial spirit
Failure to complete the Core Underwriting training program successfully, or to obtain the necessary Property & Casualty licensing before the end of Core Underwriting training, will result in job termination
Human Rights Campaign as a 2014 Best Place to work for LGBT Equality (2014)
Dow Jones Sustainability Index as a leader in corporate sustainability (2013)
Carbon Disclosure Project on the 2013 Climate Performance Leadership Index (2013)
GI Jobs as a 2014 Military Friendly Employer (2014)
Military Times Edge as a “Best for Vets” Employer (2013)
Ethisphere Institute as One of the "World's Most Ethical Companies" (2008-2012, 2014)

Underwriter Trainee Resume Examples & Samples

Bachelor's degree required; or
Associates degree and two years related experience required; or
High school diploma, or GED, and four years related experience required; or
High school diploma, or GED, and successful completion of CPCU, CIC or PLCS designation required

Contract Surety Underwriter Trainee Resume Examples & Samples

Learns to assess risk quality and compliance within company guidelines
Requests and reviews contracts, financial statements, job schedules, credit reports, bank agreements, and other underwriting information to understand and mitigate risk
Performs financial analysis on personal and business financial statements to determine the creditworthiness of applicants
Recommends credit decisions based on the applicant’s qualifications
Negotiates terms including pricing, credit limits, and indemnity
Becomes familiar with agencies, contractors, and competitors within their territory
Learns to develop and maintain effective business relationships with internal and external customers in order to attract and retain profitable business
Learns to interpret, explain, and market products and services and participate in underwriting/production calls
Learns underwriting system and maintains current information within the system. Monitors accounts on an ongoing basis
Bachelor’s degree in Risk Management, Accounting, Finance, or other business-related field with a minimum GPA of 3.0
2-4 years of banking experience is preferred including commercial underwriting, lending or analysis
Must possess strong verbal, analytical and marketing abilities
Must be able to professionally interact with agents and bond principals
Must be energetic, service oriented, and able to use independent judgment and initiative to support business goals

Production Underwriter Trainee Resume Examples & Samples

Evaluates and analyzes submissions, underwrites and prices assigned book of business within Divisional and company authority guidelines/profitability goals
Applies underwriting rules and guidelines, rating manual rules and insurance laws and regulations
Enters, maintains and monitors accounts using underwriting, analysis and desktop systems
Develops and maintains effective business relationships with internal and external customers and coworkers in order to attract and retain profitable business
Must be open to travel up to 30% of the time, including some overnight travel
Bachelor's degree in Marketing, Finance, Insurance, Economics, Communications or other Business related fields with a minimum overall GPA of 3.0
Ability to work within a team environment
Proficiency with Microsoft Office and other PC based programs

Underwriter Trainee Resume Examples & Samples

Complete required self-study assignments and all training program pre-work within established time frames
Complete Insurance courses and exams to earn designations such as CIC, AINS, CPCU, etc
Attend all classroom training and demonstrate proficiency in the learning of critical concepts
Training with various departments within the company to understand how each department supports Underwriting
Work on presentations or other material as needed

Commercial Lines Underwriter Trainee Resume Examples & Samples

Learn basic concepts of commercial insurance and understand department workflow and processes
Take progress tests to demonstrate comprehension of materials and process work as assigned to reinforce concepts learned
Review and understand Grange and ISO manuals
Review coverage forms and be able to identify coverage/exclusions within the forms
Become familiar with underwriting tools such as Best Guide, NCCI mod sheets, and D&B Reports to assist in understanding commercial exposure
Understand and apply knowledge of our commercial lines treaty and reinsurance concepts
Utilize customer service skills via telephone and written correspondence. Demonstrate responsiveness to producer needs
Assist with review and completion of various logs and reports
Learn the concept of risk evaluation, selection and pricing for exposure
Work and travel with employees from Claims, Marketing, and Loss Control to understand their roles and responsibilities
Complete quarterly report on progress
Use Grange systems for underwriting analysis, communications, claims, and loss control activity
Analyze competitive trends within marketplace and communicate findings
Perform other projects and duties as assigned

Underwriter Trainee Resume Examples & Samples

Serves as customer interface with independent sales agent and brokers in following up on pending applications, or requesting underwriting requirements
Communicate the status of existing applications via email; telephone; MUST system and CAS
Perform thorough follow-up reviews/status reports for all pending applications in M-System on all pre issue requirements via telephone, email, and on CAS
Build relationships with producers/brokers through excellent customer service, and proactive review of cases
Respond with thoroughness and expedience to all internal and external inquiries based on SLA’s
Serves as a primary contact for field sales agencies in investigating and resolving issues on high profile or special case applications, for accuracy and completeness
Orders and traces missing underwriting requirements including attending physician statements, medical tests results, consumer reports, etc
Performs other related duties as required or assigned
Strong knowledge of application forms, procedures and workflow governing the processing of IDI business
Strong desire to learn and develop professional skills
Strong organizational/time management skills
Strong interpersonal skills with the ability to work in a team environment

Underwriter Trainee Resume Examples & Samples

Marketing Arch products and services to retail brokers
Underwriting and pricing products, including
Financial analysis
Exposure analysis
Policy contract review and rating
Claims review
Binding new and renewal accounts according to our underwriting philosophy and strategy
Servicing our brokers and customers

Underwriter Trainee Resume Examples & Samples

Participate in class discussions and case reviews
Collaborate with team members to provide service to advisor and firms
Begin to understand task prioritization and workflows
Understand product portfolio
Navigate underwriting manuals and assess risk properly
2+ years of work or education experience in insurance, risk management, biology or a health-related specialty preferred
College degree with majors in insurance, risk management, biology or a health-related specialty, strongly preferred
Excellent written and oral communication skills to communicate clearly and concisely by telephone, email and via the new business systems
Strong listening skills to ensure understanding of the producer’s questions and concerns
Strong attention to detail to follow business processes correctly, anticipating and understanding the downstream impact and ensuring high quality the first time/every time
Easily adaptable to changes in business processes, work priorities and work environment
Customer centric and able to elicit the trust and confidence of clients and adjust to the needs and style of the customer
Sound decision making and judgment by having the confidence to make decisions within their authority, and know when to use their judgment on unique situations and when to escalate the situation to management
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Healthcare Underwriter Trainee Resume Examples & Samples

Interview prospective borrowers to obtain critical property, management and borrower details for each transaction
Interact with HUD representatives regarding underwriting submission -Interact with third party professionals, including appraisers, architects, and environmental consultants
Three years commercial real estate experience or equivalent real estate educational experience Ideal Qualifications
HUD or Fannie Mae/Freddie Mac multifamily underwriting experience
Multifamily appraisal experience -Master in Real Estate -Healthcare Underwriting experience

Underwriter Trainee Resume Examples & Samples

Within company guidelines, price, appraise/evaluate risk, and underwrites cases for our core lines including Short Term Disability, Long Term Disability, and Group Life
Through Requests for Proposals (RFP) interpretation and system automation, generate proposal/plan design and quotes for cases
If applicable, with guidance, profitably underwrites business through brokers and Third Party Administrators (TPAs) by reviewing and analyzing the information on each risk
May answer questions, provide/verify information, price plan changes, rates, services, evaluate morbidity/mortality risks by coverage, etc
Partner with assigned sales offices to meet new premium sales goal
Students expecting to graduate in May 2017 with a Bachelor’s degree in desired majors including Risk Management & Insurance, Business, Economics, Finance, Accounting and Math or associated work experience through an intern program
Demonstrated leadership potential through classroom and extracurricular activities
Strong communication, presentation, interpersonal, analytical and research skills
Ability to work effectively, collaborate, and influence at a peer level within a team setting
Ability to decipher and execute within fluid and changing business situations
Demonstrated high integrity, ability to follow through on commitments, and understanding of how to build relationships & trust among diverse groups
Knowledge of insurance business, organization and products desired
Knowledge of Group Benefits (GB) products/benefits and language desired but not required
Training starts July 2017

Trainee Underwriter Resume Examples & Samples

Ensuring all information entered in Reinsurance Systems is kept up to date and accurate, prompt processing of slips, aggregates, SCM’s, reinsurance orders
When required, assisting with the chasing premium to facilitate effective cash flow management
Ad hoc research and project work to provide the Underwriters with information to make informed underwriting decisions
Producing full and accurate required data for Underwriting Reports, Aggregate Reports, Variance Meetings, Peer Review, Minutes
Provide information for the Underwriting Committee and Peer Review process in order to support the underwriting process
Supporting the Underwriter by attendance and participation at internal and external client / broker meetings
Building and maintaining relations with brokers and clients to best serve the interests of the XL Catlin organisation
Ensuring the Underwriter and/or other colleagues are kept fully aware of any key issues and developments so they can be proactively managed
Collaborating with XL Catlin’s international offices to maximise underwriting opportunities
Maintaining up-to-date knowledge of key (Re)insurance and London Market issues
Ensuring that, as an XL Catlin employee, you are representing the XL Catlin organisation in a professional and appropriate manner including adherence to all external and internal regulatory and statutory policies and procedures
Finally, and in addition to the above key accountabilities, you may be required to undertake other duties from time to time as the Company may reasonably require
Organisation skills - including effective scheduling, prioritisation and time management skills, completing tasks to tight deadlines
Displays a resilient and adaptable style, track record of remaining calm in demanding circumstances, adjusting comfortably to changing conditions / priorities
Demonstrate a ‘can do’ attitude
Excellent attention to detail and a meticulous eye for identifying inconsistencies or inaccuracies in data entry or data outputs
Good working knowledge of Microsoft Office programmes; Outlook, Word, Excel, Powerpoint, Access
Excellent numeracy, with demonstrable evidence of manipulating data clearly and accurately with the ability to extract & clearly articulate key points
First class report writing skills, ability to develop and present ideas and reasoned arguments clearly and concisely to various audiences
Excellent communication skills, a confident and articulate presenter to internal/external audiences, exercising appropriate discretion in dealing with colleagues from all levels of the Company
Ability to build effective working relationships (internally/externally), establishing credibility amongst a wide and demanding client group

Surety Underwriter Trainee, Commercial Surety Resume Examples & Samples

Learn to efficiently underwrite new surety submissions. Gather information regarding financial status, credit standing, and contract exposures to analyze and determine acceptability of the risk
Interaction with agents who do business with UFG
Become experienced in new market development; ability to prospect, appoint and manage producer relationships to achieve production and profitability objectives
Learn how to develop a profitable book of surety business of varying degrees of complexity for assigned territory, taking into consideration the strengths and weaknesses of the producer plant /territory and competitors, divisional objectives and overall market conditions
Development and implementation of policy, procedures and standards to produce profitable underwriting results
Demonstrate accountability for accurate underwriting documentation/ information in account management systems and adherence to documentation standards
Independently exhibit initiative with strong focus on results
Identify and assist in developing automation initiatives for the commercial product lines and agency needs
Participate on special projects and key initiative teams
Travel is required with frequent overnight stays; this will increase with experience, up to 20% of time will be traveling throughout the country. Must have a valid driver’s license
Proficiency in risk evaluation, contract knowledge, common sense judgment and big picture views
Strong communication (written and verbal), influencing, negotiating, listening and interpersonal skills to effectively develop/maintain productive internal and external relationships
An ability and willingness to learn financial analysis; an aptitude for numbers and finance is desired
Ability to maintain strong working relationships with agency force to attract profitable business for UFG
Excellent decision-making; training will help advance these skills
Ability to successfully deal with people in a tactful and diplomatic manner, to promote a positive company image with a focus on providing quality and timely service
Four-year college degree is strongly desired, with a major in Accounting, Business Administration, Finance or Economics preferred. Individuals with an aptitude for numbers are also preferred
Actively engaged in additional industry and professional development and designations (AFSB, CPCU, MBA, etc.). Additional classes and training required. UFG offers tuition reimbursement
Effective analytical and interpersonal skills and experience