Heather B. Email & Phone Number

San Diego, California, United States

Thoroughly review, research and ask the questions needed to appropriately underwrite new and existing risks while adhering to published guidance and legal regulations. Transact business within an assigned authority level for newlines, endorsements/policy changes, rewrites, inspections & renewals; as well as referring to the next authority level when needed. With emphasis not only on building a profitable book of business, but also retaining a profitable renewal book. The experience underwriting… Show more Thoroughly review, research and ask the questions needed to appropriately underwrite new and existing risks while adhering to published guidance and legal regulations. Transact business within an assigned authority level for newlines, endorsements/policy changes, rewrites, inspections & renewals; as well as referring to the next authority level when needed. With emphasis not only on building a profitable book of business, but also retaining a profitable renewal book. The experience underwriting multiple catastrophe prone areas has placed obtaining an accurate rate for the risk in the forefront. Show less

Whitehouse Station, New Jersey, United States

Piloted a new position within underwriting with focus on pinpointing opportunities for efficiency in workflows. Successfully piloted the role into the current Underwriter Coordinator team.

Whitehouse Station, New Jersey, United States

Image all documents through email and scanning to electronically attach to a policy file. High attention to detail was critical to correctly file and ensure documents were clear. An additional role added was typing VAC schedules to attach to policies as well as auto ID cards.Within these roles a few notable accomplishments are:Four ‘spot recognition’: Cost savings (save/reuse unused envelopes), Collaboration (excellent teamwork), Precision (typed 150 ID cards without an error) &… Show more Image all documents through email and scanning to electronically attach to a policy file. High attention to detail was critical to correctly file and ensure documents were clear. An additional role added was typing VAC schedules to attach to policies as well as auto ID cards.Within these roles a few notable accomplishments are:Four ‘spot recognition’: Cost savings (save/reuse unused envelopes), Collaboration (excellent teamwork), Precision (typed 150 ID cards without an error) & Efficiency (reorganized form cabinets) Show less

Bachelor Of Science, Biology, General

Nursing & Biology