underwriter resume example with 4+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Service-oriented and licensed commercial insurance account underwriter/manager who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products.  Seeks actuarial position which offers new career path with challenges and great opportunities. 

  • Excellent computer skills: typing proficiency and Microsoft Office
  • Strong ability to thrive in fast-paced environment
  • Fast and Passionate Learner
  • High-level of energy and self-motivation
  • Strong knowledge in Commercial P&C Insurance
  • Innate and Efficient organization skills, willingness to take on challeges 
  • Great Team player
  • Strong communication skills
  • Analytical and Results-oriented
  • Great attention to detail
  • Bilingual: English and Mandarin
Work History
Underwriter, 04/2017 to Current
Apex SystemsManassas, VA,
  • Managed relationships with retail agents and followed up on any outstanding information to complete the underwriting file.
  • Worked with retail insurance agents throughout the entire country to develop and submit business to target markets for risk placements. 
  •  Worked on 5-10 submission per day, sometimes more than 10.
  • Assessed new business submissions and selected markets that can provide the most coverage at the best price. 
  • Prepared various markets submissions (GL, Property, Work Comp, MTC, etc).
  • Followed assigned submissions throughout the whole process, from obtaining insured information, placing with different markets, to generating quote letters to agents, binding coverage upon agents' requests, preparing binders and invoices, and processing endorsements. 
  • Assured quotes are provided in a timely manner and  negotiated with insurance carriers and retail agents to reach a desirable premium.
  • Ensured surplus line documents are submitted correctly and on time. 
  • Built strong relationships with all of the appointed carriers.
  • Coordinated with administrative team to establish accurate and prompt responses to service issues of assigned submissions. 
Account Manager/Underwriter, 06/2016 to 03/2017
Partners Direct Insurance Services (Retail Agency)City, STATE,
  • Evaluated the accuracy and quality of data entered into the agency management system.
  • Created ACORD forms for respective types of commercial insurance
  • Obtained quotes from multiple carriers and contacted wholesale/MGA for special business risks.
  • Created quote comparison charts on Excel worksheet.
  • Informed clients and business development manager on insurance options.
  • Re-marketed renewal accounts with all carriers and possible managing general agencies.
  • Issued policies according to the clients' decisions and certificates of insurance.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Followed up with clients on unresolved issues.
  • Tracked the progress of all outstanding insurance claims.
  • Conducted annual reviews of existing policies to update information.
Bachelor of Science: Financial Actuarial Mathematics, Expected in 2016
University of California, Los Angeles - Los Angeles, CA
  • Minor in Accounting
  • Passed Exam P and Exam FM
  • Preparing for Exam MLC (Spring 2018) and Exam MFE

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Resume Overview

School Attended

  • University of California, Los Angeles

Job Titles Held:

  • Underwriter
  • Account Manager/Underwriter


  • Bachelor of Science

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