Prepare submissions for markets and secure quotes.Establish New Submissions in the clearance system and handle according to established procedures.Ensure submissions reflect accurate data such as risks and coverages.Negotiate the best terms and coverages available with accessible markets.Monitor accounts to ensure compliance with the company policies and procedures.Assist UW exceeding production goals.

Quote and code renewals and new submissionsReview data to ensure new business risk falls within acceptable limitsPerform follow-ups on documentation requests and prepare monthly renewal reportsCommunicate coverages to potential and current clients to ensure a full understandingHandle objections and accommodate requests with exceptional client service to maintain long-term relationshipsVerify, store, and transfer documents and data upon request in accordance with company guidelinesCross-trained in multiple departments to provide backup and assistance when necessaryAnalyze market information and group statistical data to determine the eligibility of insurance formsObtain necessary supporting documentation from new businesses and ensure proper filing of information

Collected commercial financial and statistical information for insurance underwritersMaintained account data and documents in accordance with company policiesDeveloped clear lines of communication with internal and external stakeholdersIdentified opportunities for process improvements; developed and implemented new processesOnboarded, trained, and coached new hires on organizational processes and proceduresEnsured company adherence to contractual obligations and legal regulationsCollaborated with territory managers to communicate quality and profitability of submissions, service standards, and underwriting or product changesAnalyzed commercial accounts for risk characteristics, exposure, hazard recognition, and controlsWorked with cross-functional departments to resolve underwriting, policy, and submission issuesManaged underwriting files on accounts with non-issued policies in accordance with internal guidelinesPrepared monthly renewal reports, P&L statements, and month end premium breakdowns

Analyzed and prepared endorsements, calculated return, and additional premiums post-issuanceRequested and analyzed audit and inspection reportsManaged and processed policy issuance, endorsements, notices of cancellation, and reinstatementsCalculated premiums charges by analyzing losses, experience, discounts, and ratiosReviewed all new business applications, renewals, and requests to pre-quote submissions for data accuracy

Commercial Underwriting AssistantGenesee General Insurance Agency March 2000-2003Commercial Insurance AssistantLiberty Mutual September 1998-March 2000