p c policy issuer resume example with 20+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Main goal is to make a difference in the organization that I work for, apply and utilize skills and work experience. A business-minded determined individual , highly energetic and skilled in task prioritization and possess strong and exemplary organizational skills. A self starter with more than 15 years of experience in both Personal and Commercial Lines Underwriting. Experienced, productive, proactive and knowledgeable in Underwriting, customer service and billing. Have effective sound judgment, work well under pressure and am able to make timely decisions. A quick learner and a team player who is bilingual; I speak, read and write in English and Spanish. I work diligently, interact, collaborate and collectively work well with others; enjoy being a part of a successful team, love to excel and contribute to a rewarding and gratifying position and organization.

  • Analytical skills and problem solving
  • Bilingual
  • Billing
  • Excellent customer service
  • Excellent time management
  • Excellent written
  • Filings
  • Microsoft Office/Word, Excel, Outlook
  • Proficient in Insurance processes
  • Troubleshooting
Work History
05/2021 to Current P&C Policy Issuer Avalon Risk Management | City, STATE,
  • Issue insurance policies in accordance with underwriting and customer requests
  • Ensure proper coverage forms, premium and policy details are specified
  • Enter policy information into company issuance system in accordance with established quality and time service
  • Follow all specific issuance guidelines
  • Review applicable paperwork for any changes and/or additional coverages not shown on initial insurance binder
  • Review quotes in different lines to ensure all key information matches in regards to Workers' Compensation, Auto, General Liability, Umbrella and Package policies
  • Resolve issuance questions with department underwriting assistants and underwriters
  • Maintain log of policies issued and not issued and work with underwriting and/or customers to resolve or obtain outstanding information and issue policies in a timely manner
07/2017 to 11/2020 Underwriting Operations Associate Atlas Financial Holdings Inc. Aka Anchor Management Group | City, STATE,
  • Review policy coverages, review policy change requests and endorse alike, commit changes and complete requests assigned accordingly
  • Communicate, as needed, with producers to obtain information needed to complete transactions
  • Communicate with internal personnel to provide status updates for state filings and deadlines
  • Prepare and provide pro-rated quote requests to agents to determine best rates for organization
  • Assist agents with online features which include the PSR tool (Policy Service Request tool), creating and completing tasks and requests from the HUB system via the Atlas Express system
  • Process electronic State, Federal and 30-day notice filings on behalf of the insureds which include Form E and Form K filings for different states on their respective online filing systems such as NOR and Federal website
  • Process state and federal electronic new business filings, cancellation, reinstatement, renewal and policy expiration filings
  • Order and review MVRS (Motor vehicle record) to determine driver eligibility and add drivers if acceptable
  • Review and determine policy reinstatement eligibility within my authority and acceptable loss ratio
  • Run and email current Loss runs to both agents and insureds
  • Have trained new hires to prepare them to perform daily Underwriting Operation tasks and duties
  • Test and troubleshoot the Atlas Express system when asked to test new platforms for implementation in Atlas Express
  • Participate in weekly department meetings known as “huddles” to stay afloat of new and updated Underwriting guides, ideas and current issues within the department
  • Reply to assigned emails from agents in a timely and informative manner
  • Provide and establish excellent customer service to both agents and insureds alike
  • Take on new projects as assigned
04/2013 to 07/2017 Billing and Customer Service Representative Atlas Financial Holdings Inc | City, STATE,
  • Provide primary customer support to internal and external customers in fast-paced environment
  • Answer high volume of calls in both English and Spanish - incoming and outgoing billing calls, also adhered to company department metric goals; managed over 60 calls per day
  • Review billing on commercial lines insurance policies and take payments accordingly in both English and Spanish
  • Prepare billing breakdowns on commercial account policies on excel and provide to agents and insureds
  • Process manual adjustments on policies and corrections on accounts; submit and open IT tickets for enhancements and corrections in relation to billing
  • Review policy premiums and correct invoices accordingly to align and match with system premiums and resolve billing issues when present
  • Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Train new hires to target, analyze and correct billing issues, acquire problem solving skills, and gain expertise in conducing calls
  • Respond to agent and insured inquiries regarding billing via company customer service inbox
  • Respond to customer requests for products, services and company information
  • Answer customer telephone calls promptly to avoid on-hold wait times
  • Complete projects and assigned duties alike
01/1997 to 04/2013 Underwriting and Customer Service Representative American Service Insurance/Kingsway America/KAI | City, STATE,
  • Answered high volume of English and Spanish calls from customer service call center in timely, informative and professional manner
  • Provided and established great customer service to agents and insureds while meeting daily and weekly department call service goals
  • Review policy coverages, review loss ratio, process endorsements, renewal quotes, renewals, reinstatements and cancels on personal line policies
  • Knowledgeable in Point of Sale (POS) and have attended troubleshooting meetings with fellow Marketing Reps
  • Review billing, take payments by phone in both English and Spanish and post payments accordingly to private passenger policies
  • Trained new hires/CSRs on Underwriting processes, billing and how to handle and conclude incoming calls while providing great customer service
  • Respond to customer requests for products, services and company information
  • Create adjustments and corrections through Chase for lockbox in regard to billing process
  • Problem solving, transaction adjustments on problem entries when needed and tackling new issues
  • Provided primary customer support to internal and external customers in fast-paced environment
Expected in 2002 to to | Biology University Of Illinois At Chicago, Chicago, IL, GPA:
Expected in 2000 to to | Wilbur Wright College, Chicago, IL, GPA:
Expected in 06/1992 to to High School Diploma | Charles P. Steinmetz, Chicago, IL, GPA:

Passed Intro 320 Introduction to Property-Liability Insurance

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Resume Overview

School Attended

  • University Of Illinois At Chicago
  • Wilbur Wright College
  • Charles P. Steinmetz

Job Titles Held:

  • P&C Policy Issuer
  • Underwriting Operations Associate
  • Billing and Customer Service Representative
  • Underwriting and Customer Service Representative


  • High School Diploma

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