An underwriting Service Assistant works for various industries and helps to determine if the client qualifies for a particular financial service or not. While actual duties vary from industry to industry, the following are certain core duties seen on the Underwriting Service Assistant Resume – evaluating the client’s eligibility for the product such as mortgage, loan or insurance policies; organizing and arranging loan approval packages; reviewing consumer and residential loan applications; gathering credit history, providing support for health, life, mortgage, and other insurance underwriters; collecting financial and statistical information; determining if the insurance can be provided or not to the organization or individual, and inputting relevant data and preparing quote letters.
Typically, a degree in the field of business or finance is given preference. Many employers prefer to hire those with a prior insurance or underwriting experience. As most of the jobs are automated, the person should be skillful in using relevant software and be able to multitask and have the potential to handle multiple documents.
Summary : To secure an Underwriting Service Assistant position which will allow me to utilize and grow my skills and overall enhance my opportunity and desire to succeed. Performing transfer of credits of auto policies to other states when necessary. Completing transfers of standard auto insurance company to our preferred mutual company for qualified insureds.
Multitasked within a fast paced environment to meet customer and time service goals efficiently.
Worked closely with Underwriters and Agents to resolve any policyholder issues upon issuance of an auto policy set.
Continuously updated policies to be mailed to policyholder.
Researched of auto applications.
Researched and reviewed of various system generated messages upon processing of auto applications.
Processed of receivables and payables for policyholders posted directly to their auto policy.
Performed various complex tasks such as premium breakdowns, calculations of manual credit and charges to be applied to policies.
Experience
10+ Years
Level
Senior
Education
GED
Underwriting Service Assistant Resume
Summary : Experienced Underwriting Service Assistant professional with over four years experience in providing excellent customer service in both positions. I am familiar with MS Word and Internet applications. I able to learn new programs. Skilled in research, analyzing data, writing, and editing. Being a hard worker has allowed me to receive several awards for my work performance.
Skills : Microsoft Office, Active Directory, Windows OS, Apple.
Description :
Researched policy information and enter policy changes.
Responded to agent and policyholder questions regarding policy and billing and processing procedures.
Processed high volume policy changes using guidelines and procedures that comply with state laws.
Assisted with inbound calls from agents.
Interneted Explorer Used as the main collection of job related resources which includes both mandatory and supplementary training courses and study guides.
Accepted meetings and receive mandatory training courses daily.
Received updates on processing procedures on a daily basis.
Experience
7-10 Years
Level
Management
Education
Diploma
Underwriting Service Assistant Resume
Summary : Highly qualified Underwriting Service Assistant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself. Evaluating each policy for accuracy, risk to the company, and potential fraud.
Skills : Microsoft Office, Multi-Line Phone System, Insurance, Mortgage, Technical/Funcional Expert, Problem Resolution.
Description :
Provided assistance to underwriting staff and agents by performing a variety of support services.
Maintained and updated policyholder records (e.g., coverage, vehicle, name and address, lienholder changes, adding additional autos, driver assignments and suspensions).
Cleared errors and resolved policyholder issues.
Prepared applications for underwriting review.
Assisted team members with clearing old items, correcting errors, finding resolutions to policy transactions they are unable to process and assist with Quality error correction.
Set up and facilitated training sessions for my current team, as well as, other teams in the form of side by sides, online and in a classroom setting.
Created PowerPoint presentations for refresher training classes, my Quality Champion meetings and for my Change Ambassador meetings.
Experience
7-10 Years
Level
Management
Education
Diploma
Underwriting Service Assistant Resume
Summary : Dynamic Underwriting Service Assistant experience in call-center and industries, while able to use precise attention to detail with hands on projects. Excel in listening to customer needs, articulating product benefits and creating solutions that provide value to the customer. Building and maintaining enduring customer relationships to boost sales and generate repeat business.
Prepared incoming applications for underwriting review Clear errors and resolve policyholder issues.
Communicated with agents, policyholders and third parties using various communication media Accomplishments I served as the Trainer Ambassador for team.
Offered support and constructive advice during training to ensure that every employee received all the help they need to understand the procedures to provide quality service to the clients.
Multitasked in a fast-pace environment.
Provided detail oriented.
Experienced with Microsoft Office software.
Created training material for upper management which is used in team huddles, team meetings and refresher training classes.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Underwriting Service Assistant Resume
Summary : Prior experience employed as a customer service specialist in numerous trusted positions for over 8 years. Possessing excellent communication, presentation, problem solving skills, and highly organized. Making critical decisions with sound judgment with the ability to multi-task while independently working within a team environment. Motivating others to complete tasks. Can solving customer queries efficiently.
Skills : Microsoft Office Suite And Internet Information Services.
Description :
Word Typed up notes that further assist with the job.
Assisted Agency with policy quotes; utilizing Business Insurance Quote and system quotes.
Communicated with Agency, Mortgagees, and policyholders.
Utilized phones, email, Agency Echo system, etc.
Partnered with Underwriting to service our Agency.
Coordinated unit workflow, quality audits and compliance reviews.
Handled routine projects.
Experience
7-10 Years
Level
Management
Education
BA In Early Childhood Education
Underwriting Service Assistant Resume
Objective : Seeking an Underwriting Service Assistant position in an office environment, where there is a need for a variety of office management tasks including - computer knowledge, organizational abilities, customer service, and database program use. Interested in a position that will benefit from my previous work experience, training, educational background and ability to work well with people.
Skills : Microsoft Office, Data Entry, Phone, Critical Thinking, Problem Solving, Office Procedures.
Description :
Ensured policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for personal lines auto.
Worked with Finance and SFPP to resolve issues.
Corrected services of Auto/Fire policies clears errors, resolves policyholder problems, and works with other departments to resolve policy/policyholder issues.
Ordered reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, Loss History Reports, and outside inspections.
Performed premium breakdowns, electronically and/or manually calculates rates.
Researched and corrected system errors.
Communicated with team members or agencies to obtain and/or clarify information for the rating and entry process.
Experience
2-5 Years
Level
Executive
Education
GED
Underwriting Service Assistant Resume
Objective : To secure a permanent Underwriting Service Assistant position in a positive and challenging, professional work environment utilizing my extensive legal experience, administrative and communication skills. Utilizing databases available to me, including motor vehicle reports, public records, loss history reports, and other internal and external databases. Communicating with agents as needed, to clarify and obtain additional policy application information.
Skills : Office Organization, Microsoft Office Suite.
Description :
Ensured that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines.
Screened transactions to determine proper processing.
Referred to underwriters those transactions that require their attention; completed transactions directly if within delegated authority limits.
Provided timely and professional customer service to agents to facilitate the processing of business.
Communicated as needed with agents to obtain information needed to complete screening and transactions, etc.
Contributed to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, and explaining new or revised products and processes.
Ordered and screened miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc.
Experience
2-5 Years
Level
Executive
Education
BS In Human Resources
Underwriting Service Assistant Resume
Objective : Underwriting Service Assistant is Utilizing my strong communications skills and problem-solving abilities to contribute to the success of a business. May performing administrative duties to support underwriting and customer requests to include but not limited to prepping documents for scanning and mailing as well as assembly, filing and transporting of documents, resolves payments issues, and policy change requests and other administrative duties pertaining to policy output and distribution.
Skills : Writing, Proofreading, Computer , Research , Problem Solving, Detail Oriented.
Description :
Wrote letters requires a high degree of typing accuracy, writing proficiency, and attention to detail.
Worked under a deadline is crucial to cancelling policies, producing letters and mailing out correspondence on a strict time schedule.
Independently handled agent, agent staff, mortgage companies and policyholder inquiries.
Administered account cash listings, manual rating of policies and premium calculations.
Performed general support functions such as filing, word processing, copying, faxing and mailing.
Handled all the AST proof of mailings for nonrenewal letters due to non-receipt of CTR form (NC only), Protection class (NC only) and vacancy.
Organized the AST cancellation letters by date.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Arts
Underwriting Service Assistant Resume
Objective : Accomplished student and dedicated young professional seeking a full time position in the Cognitive Neuroscience field. May receiving, analyzing and processing interview requests from the underwriter and contact the customer/applicant via telephone to complete health interviews. Effectively responding to and resolving customer requests by utilizing basic knowledge and skill sets, systems, procedures, regulations and other reference materials.
Skills : Microsoft Outlook, Microsoft Excel, Xactimate Estimating System.
Description :
Processed incoming insurance applications for recreational vehicles and input data from policyholder questionnaires.
Assisted in creation and preparation of a multitude of letter types to be sent to policyholders.
Collaborated with coworkers on creation / rejuvenation of process map & job aids, reflecting current department procedure.
Wrote and implemented macro programs to enhance processing time of incoming work.
Served as the State Farm Wellness Ambassador to my department giving weekly and monthly presentations on health, wellness & nutrition.
Assisted Underwriting staff by performing a variety of support functions.
Worked in a phone bank that serves as a communication point for agents, agent staff, mortgage companies and policyholders.
Experience
2-5 Years
Level
Executive
Education
Bachelor's In Cognitive Science
Underwriting Service Assistant Resume
Objective : Obtain an Underwriting Service Assistant position within a people-oriented organization where I can maximize my customer service experience in a challenging environment to achieve the corporate goals. May receiving, analyzing and processing medical records requests from the underwriter and contact physician offices via telephone/fax or email to facilitate requests and obtain records. Effectively responding to and resolving customer requests by utilizing basic knowledge and skill sets, systems, procedures, regulations and other reference materials.
Skills : Microsoft Office, Peoplesoft, Type 45 Wpm, Research, Billing, Customer Service, Computer , Data Entry, Kronos, Management, Sales, Team Building.
Description :
Accurately recorded and processed policy transactions including, renewals, cancellations, suspensions and new business.
Ordered necessary reports for proper rating, respond to customer's inquiries, researching and resolving billing and/or more complex issues.
Participated in team and leadership meetings, maintaining individual quality and productivity percentages in order to meet targets of the department.
Responsible for coordinating the workflow prioritization for teams and assisting senior management with coordinating special projects and activities.
Maintained enterprise quality percentage of 92 and above.
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