Financial Lines Underwriter Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Ambitious, detail-oriented financial underwriter well versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
  • Strength in Data trending and analysis
  • GAAP and statutory reporting
  • California license in Life, Health, and Accident Insurance 
  • California license in Property & Casualty Insurance 
  • Advanced financial analysis
  • Advanced Excel skills including SQL, pivot tables, and Macro functions
  • Strong organization
  • Excellent attention to detail
Work History
Financial Lines Underwriter, 02/2015 to Current
Arlington/Roe & Co Inc Plymouth, MN,

    Manage a $2.5 million premium book of business for the purpose of underwriting an insurance policy in the Financial Lines (Directors and Officers, Employment Practices, Fiduciary) for private and non-profit business within authority in the West and Mountain territories 

    Research and analyze risks through evaluating financial statements (balance sheet, income statement, cash flows), calculating key performance ratios, identifying industry trends, and forecasting to accept or reject risks

    Manage and develop relationships with brokers via travel and local marketing to ensure production levels meet and exceed quotas in targeted business

  • Developed forecasting tools and dashboards through Salesforce to analyze gross written premium, cross sell potential, business pipeline and industry trends.

Associate Broker, 05/2013 to 02/2015
Restoration Hardware Long Beach, CA,

Managed a $1.5 million premium book of business providing day-to-day technical support to assigned groups and executives of Professional Risk prospects/customers

Respond to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables, maintaining and auditing files; and preparing analytics and proposals for meetings with customers and prospects. 

Responsible for marketing to customers including advising and educating CFO’s regarding renewals, risk management and recommending coverage/product solutions

Intern, 04/2011 to 03/2013
Chapman Insurance / Arthur J Gallgher City, STATE,

Delivered client management support functions within Employee Benefits team including client communications, marketing, health benefit and rate analysis, proposal preparation, issue resolution, open enrollment coordination and compliance reporting.

Completed claims analysis and ad-hoc reporting for self-funded employer as well as impact analysis for Healthcare Reform.

Special projects including support of company marketing plan development and annual business planning. 

Bachelor of Science: Business Administration , Expected in 2013
Saint Mary's College of California - Moraga, CA

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Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Saint Mary's College of California
Job Titles Held:
  • Financial Lines Underwriter
  • Associate Broker
  • Intern
  • Bachelor of Science