Field Underwriter Resume Samples

A Field Underwriter is an insurance professional who undertakes the process of evaluating applicants for insurance. The job description includes determining if the prospective customer should be insured or not, and recommending an appropriate premium to take that level of risk. Common duties listed on the Field Underwriter Resume are – analyzing the risk profile of clients, calculating costs, analyzing applicant’s data, assessing applicant’s risk, operating underwriting software, evaluating software-based recommendations, researching applicants; deciding whether or not to provide insurance, and determining the premium and coverage amount.

The most sought-after skills for the post include – hands-on experience with analytical tools, statistical packages, and “smart systems”; sensible judgment and attention to detail, excellent knowledge of insurance policies and the ability to relate policy provisions to the loss exposures, and proven numeracy skills. Hiring employers pick resumes highlighting a degree in business administration or finance.

Field Underwriter Resume example

Field Underwriter Resume

Headline : Seeking a Field Underwriter profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Extensive Customer Service Experience, Multiple Computer Programs Skills.

Field Underwriter Resume Template

Description :

  1. Responsible for the training of approximately 80 insurance agents in 28 counties located from central Virginia to far southwestern Virginia.
  2. Inspected commercial properties, farms, and personal properties including high-value dwellings for valuation, life safety hazards, structural integrity, as well as all systems located inside and outside of the buildings (HVAC, plumbing, electrical, etc.).
  3. Completed a report based on my inspection and submitted a report to the home office with my recommendations attached.
  4. Determined whether or not to keep or cancel the policy that the company had insured the property.
  5. Able to manage an office in my home working with little to no supervision.
  6. Maintained a profitable book of business that was assigned to me as well as meeting and exceeding all company goals and standards.
  7. Used Working remotely from home is challenging.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED


Field Underwriter Resume

Summary : Utilizing my creative prolific skills and experience to enhance the profitability of a large company. In addition, to associate the attributes from such an organization, I can further my skills progress for a mutual satisfying relationship.

Skills : MS Office, Analyzing Skills, Multitasking.

Field Underwriter Resume Model

Description :

  1. Cold Call and build new relationships with passersby in many situations.
  2. Sold and maintained communication with sold policyholders.
  3. Used my knowledge of products to more properly sell and inform the product to the customer.
  4. Maintained my word to my customers, most would refer me to other people they knew even without my asking.
  5. Learned how to effectively manage my time in a home office environment.
  6. Learned how to manage customer accounts while personally meeting with the customer on their property.
  7. Analyzed the data in the insurance application forms and determine the credit worthiness of the applicant in complex and intriguing cases.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED


Field Underwriter Resume

Headline : A mentor with demonstrated ability to teach, motivate, and direct all groups of people while maintaining high interest and achievement. Maintains the ability to communicate effectively with and interact with diverse populations at a variety of academic and professional levels.

Skills : Addiction/Substance Abuse, Geriatric, Pharmaceuticals, Psychiatric.

Field Underwriter Resume Model

Description :

  1. Received direct mail inquiries of proposed insured.
  2. Contacted client via telephonic communication.
  3. Screened applicants on the basis of qualifying criteria.
  4. Coordinated face-to-face meeting.
  5. Obtained financial inventory of client.
  6. Determined the risk of insuring a client.
  7. Decided whether to offer insurance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED

Field Underwriter Resume

Objective : Accomplished, driven, and educated professional with extensive customer service and general labor skills seeking full-time position to maximize customer service, professional, and labor skills. Highly dependable, can effectively problem solve and manage critical projects or situations while delivering the highest quality possible.

Skills : Fabrication, Forklift Operator, Welding, Hand Tools, Power Tools, Excel, Sales, Detail Oriented, Computer Skills, MS Office, Problem Solving, Leadership.

Field Underwriter Resume Model

Description :

  1. Customized insurance programs to suit individual customers, often covering a variety of risks.
  2. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  3. Calculated premiums and establish payment methods.
  4. Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  5. Sold various types of insurance policies to individuals on behalf of insurance companies, including, life, mortgage, and final expense.
  6. Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  7. Performed administrative tasks, such as maintaining records and handling policy renewals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Field Underwriter Resume

Summary : 15 years of wide-ranging financial experience to include sales, underwriting, servicing, and auditing of mortgage back securities and real estate investments. Great communication skills both written and verbal. Able to learn systems and protocols quickly. Overall very strategic, analytical, responsible, and restorative. Enjoys a challenge, working with people, and meeting objectives.

Skills : Microsoft Office Suite, Microsoft Office Suite, Powerpoint, Problem Solving, Process Improvement, Process Improvement, Sales, Auditing, Customer Relationship Management.

Field Underwriter Resume Model

Description :

  1. Performed Field Underwriting and Loss Control services for Homeowner's division.
  2. Responsible for compiling reports to underwriters and serving agents and customers.
  3. Surveyed houses for new and existing policies, which requires both interior and exterior reviews.
  4. Conducted reviews by measuring square footage, producing sketches, and amassing information on interior and exterior finishes and other attributes.
  5. Identified hazards and other liability issues that may affect coverage.
  6. Educated customers about liability and policy coverage issues and the importance of being properly insured.
  7. Constantly communicated with agents about the review process.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
G.E.D

Field Underwriter Resume

Summary : Responsible, Energetic Outgoing, Dependable individual with 20 years' experience in administrative roles and customer service roles. Organized, detailed oriented, professional, and self-motivated seeking new challenges. Highlights Microsoft Office Excel spreadsheets Professional and mature Resourceful Self-starter Meticulous attention to detail Dedicated team player.

Skills : Affordable Housing Programs- HUD, Tax Credit Professional.

Field Underwriter Resume Model

Description :

  1. Maintained confidential records of all proposed insured clients.
  2. Collected personal data and records of all clientele for pending Life and Disability cases.
  3. Received and screened high volumes of internal and external communications, including email and agent mail.
  4. Managed daily office operations and maintenance of equipment.
  5. Properly routed confidential agreements, contracts, and invoices through the signature process.
  6. Handled public relations inquiries.
  7. Managed reception area including greeting visitors and responding to telephone and personal requests for information.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Certificate In Computers

Field Underwriter Resume

Objective : Utilizing understanding of assessing risk and exposures to identify business opportunities to maximize assigned loss ratio and growth.

Skills : Communication, Computer Skills, Reporting, Editing, Management, Sales.

Field Underwriter Resume Template

Description :

  1. Analyzed current policies to evaluate appropriate coverage that was being provided for customer needs.
  2. Verified client information current.
  3. Identified current health issues if any of customers.
  4. Assessed insurability of customers.
  5. Maintained customer relations with the company.
  6. Responsible for training new hires on Insurance policy plans, sales techniques, and computer-based presentations.
  7. Designed file systems and maintained electronic and paper files.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA In School Of Business

Field Underwriter Resume

Headline : Experienced affordable housing professional, pursuing a long-term career opportunity in a supportive organization that can utilize my asset-property management background. Along with my affordable housing experience working with low-income, special needs, senior, and mentally ill individuals, working with a wide variety of families, has given me the capacity to approach a vast number of challenges from a discerning point of view.

Skills : Customer Service, Traveling Skills, Underwriter.

Field Underwriter Resume Template

Description :

  1. Supervised nine employees.
  2. Personnel selection, trained of sales personnel, and staff scheduling.
  3. Institution of ideas to increase sales volume and enhance services available through the business.
  4. Arranged advertising through local media.
  5. Responsible for purchasing merchandise and inventory control.
  6. Taught classes for new hire agents and employees on a monthly basis.
  7. Exceeded production by meeting time service deadlines in advance, setting appointments with policyholders, and surpassing the error ratio goal.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate In Accounting

Field Underwriter Resume

Objective : Highly qualified Field Underwriter with experience in the industry. Enjoy creative problem solving and getting exposure to multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Computer, Accounting, Management, Contract Management, Sales.

Field Underwriter Resume Template

Description :

  1. Called potential clients to expand the customer base.
  2. Interviewed prospective clients to get data regarding their financial resources and discussed existing coverage.
  3. Explained the features of term insurance, whole life, universal and variable universal life policies.
  4. Analyzed client's current insurance policies and recommended additional coverage, additions, or changes.
  5. Customized insurance programs to suit individual clients.
  6. Assisted policyholders with settlement claims.
  7. Performed administrative tasks such as record keeping and handling policy renewals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED

Field Underwriter Resume

Headline : To obtain a challenging and Field Underwriter professional Field Underwriter position within a team environment, where my experience and education can be used as a mutual asset to my employer; leading to a growth in satisfied customers, and ultimately increased business.

Skills : Brand Awareness, Microsoft Office, Telemarketing, Direct Sales, Lead Generation, Promotions, Fundraising, Brand Development, Sales Presentations.

Field Underwriter Resume Format

Description :

  1. Drove to various prospects' homes and provide requested information in the form of a sales presentation.
  2. Learned about the prospect and customize the presentation and the products we provide to fit their needs.
  3. Broke the record for the most productive ever from a new agent for their first month.
  4. Explained features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
  5. Determined appropriate premiums and amounts of coverage.
  6. Submitted request for client qualification to the carrier.
  7. Referred to our head office in the underwriting department for any clarifications or changes in the insurance underwriting coinciding with company policy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED