MLW

Licensed Property and Casualty Broker since, April  2024 

EDUCATION:   Bachelor's Degree of Arts  

IT SKILLS: PIPS, Monday, MS Word, Power Point, Excel, Outlook, Teams, Google Suite, SigmaCare, SPSS, CBORD, Charts, GeriMenu, Nutrition Care Manual, Pharmacy Plus, PointClickCare, PROMIS, ServSafe, Sunrise, Visual, Shiel Medical Laboratory, SurveyMonkey numerous carrier websites.

 Personal Lines Underwriting Assistant

• Quoting, Binding, Service accounts (endorsements, loss runs, renewals, etc.)
• Assist carriers and brokers with questions and concerns
• Build and maintain relationships with brokers and carriers
• Frequently coordinate and correspond with other internal and external departments via phone, mail and email to respond to questions, investigate and resolve issues and follow up on outstanding items
• Pull documents from carrier websites
• Examine application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing,  occupation, accident experience, and condition of property.
• Review company records to determine insurance in force to avoid catastrophe or excessive insurance
• Ensure all required information is obtained, applications are complete, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings where applicable are made, and taxes are paid
• Issue and/or re-issue certificates of insurance.
• Make sure all correspondence and requests are documented and attached to the appropriate file in the system
• Train and supervise employees  

Operations Specialist 

• Ran commercial and personal bordereau and made corrections
• Conducted internal audits on underwriters

• Updated broker files and made sure applications, licenses and E&O’s were up to date
• Ran reports (surplus lines non admitted policy, in-force policy, booked business, renewal, etc.)
• Pulled reports from PIPS and sent to legal
• Completed monthly compliance – ran booked business report and made sure invoice checklists were completed, sent out monthly survey questionnaire, combined all data and uploaded to website
• Developing workflow and operating procedures (renewals, templates, agent agreements, carrier contracts, etc.)

• Monitored the outsourcing team (trained them on new procedures, evaluated work product and quality, updated Trained and supervised employees and interns

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net