Underwriter Assistant Resume Examples - Page 2

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Underwriter Assistants work alongside underwriters and insurance agents. Some of their tasks are gathering customer data, screening applications, verifying policy transactions, and sending quote letters. The most successful resume samples emphasize strong technical skills, computer competencies, problem-solving skills, attention to details, deadline orientation and customer service abilities. Candidates to this job are not necessarily required too much formal education, but a degree in finance or a related field is common experience in Underwriter Assistant resumes.

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11

Case Manager / Underwriter Assistant

Liaison between Agent and Underwriter by reviewing new applications.

  • Followed up on outstanding requirements and engaged in ongoing communication with agents, vendors and clients.
  • Managed assigned case load and processing of life applications and all other necessary documentation.
  • Reviewed all applications and determined deficiencies along with track and communicate status of underwriting requirements.
  • Updated administrative system and other databases with pertinent data.
  • Generated correspondence related to underwriting decisions and requirements.
  • Provided service to insurance agents and general agents via a 1-800 line.
Candidate Info
14
years in
workforce
4
years
at this job
Medical Terminlogoy
12

Senior Underwriter Assistant

Ordered and reviewed vital reports including: property, flood, and appraisals to process home equity lines of credit, installment loans, and secured loan products.

  • Reviewed credit bureaus for fraudulent activities and loan qualifications.
  • Compiled information for final determination of loan status.
  • Underwrote pre-approved status offers of credit for secured and unsecured loans, credit line increases and automobile loans through the indirect lending department.
  • Resolved all problems related to pre-loan qualifications and approvals.
  • Prepared and insured all required FHA Title 1 program documentation was accurate, complete and properly processed for bank closings on all home improvement loans.
  • Monitored each program's records to comply with federal regulations.
  • Resolved all loan-related questions for every Mellon Bank Branch and car dealerships supported by Mellon having questions or issues concerning loan applications and/or approvals.
  • Trained all new employees on loan operations and procedures.
Candidate Info
16
years in
workforce
11
years
at this job
Business
13

Underwriter Assistant

Provided underwriting assistance to underwriters in the San Diego office in all the systems used for the Marine Facilities Group and assisted other underwriters in the Philadelphia and Florida offices as needed. Participated in reviewing new forms and rates on the new programs that were replace for the package and marine policies.

  • Handled new and renewal package rating accounts from $10,000 to $100,000 in premium.
  • Reviewed and reported policy rating and billing system issues.
  • Processed policy issuance, endorsements, notices and cancellations for the commercial package, marine and auto policies.
  • Registered a high volume of policies and endorsements each month during booking.
Candidate Info
23
years in
workforce
8
years
at this job
HS
High School Diploma
Office Skills (clerical/word Processing/typing)
14

Underwriter Assistant

Reviewed and updated all renewal information.

  • First point of contact for agent requests and inquiries.
  • Hired and managed a staff of 10 rating specialists, 2 data entry clerks, and 1 mail clerk.
  • Assigned and monitored workload and conducted weekly quality control assessments of all staff members.
Candidate Info
9
years in
workforce
2
years
at this job
15

Underwriter Assistant

  • Handled a diary system efficiently and did daily follow- ups for paperwork and information needed for policies with the underwriters and brokers.
  • Acted as a liaison between underwriters and brokers to maximize efficiency with policy processing. Able to correspond with brokers and office workers in a professional manner.
  • Created a training manual for current and future underwriter assistant
  • Maintained renewal checklist and performed due diligence for both new cases and renewals.
Candidate Info
7
years in
workforce
6
months
at this job
BS
Business
BS
International Business ; French For International Trade
16

Underwriter Assistant

Strategized with the business development team on new account penetration and territory development.

  • Maintained and updated extensive client database.
  • Effectively communicated potential risk to the underwriters.
  • Communicated and followed up with customers to request additional information needed for approval.
Candidate Info
4
years in
workforce
4
years
at this job
Business Administration
17

Underwriter Assistant

  • Provided timely and professional customer service to internal and external
  • Supported the Underwriters who maintained relationships with customers.
  • Responded to customers and underwriters quickly and completely and provided status updates.
  • Ensured policy transactions such as quotes, new business, endorsements,
  • Maintained customer satisfaction by meeting company processing standards and minimized errors by completing a thorough review of work processed before presenting to underwriters that the paperwork was ready for customer
  • Participated in project/assignments as needed.
  • Received Chartis 2009 Golden Compass Award in recognition of dedication,
Candidate Info
29
years in
workforce
6
years
at this job
HS
High School Diploma

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