underwriting proposal coordinator resume example with 14+ years of experience

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

Seasoned Excess Casualty Underwriting professional with over 10 years of commercial insurance expertise. Well-versed in insurance rules and regulations, and in helping teams build and grow a successful book of business by managing risk and controlling losses through comprehensive use of analysis tools, and excellent service delivery. Possesses strong critical thinking and analytical skills with commitment to highest standards of quality. Dedicated team player with commitment to achieving global business goals.

  • Risk management (Excess Casualty, Lead umbrella, Primary, Auto)
  • Submission renewal
  • Business Development
  • Broker-Client relationship management (Willis, Marsh, AJG, etc.)
  • Critical Thinking
  • Problem-Solving
  • Policy quoting and pricing
  • Loss analysis (Auto, GL, WC/EBL)
  • Time management
  • Attention to Detail
Work History
02/2021 to 01/2022 Underwriting Proposal Coordinator Crum & Forster Holdings Corp. | Jersey City, NJ,
  • Managed over 20 ongoing enterprise and operational UW/Actuarial Projects (restructured UW Directories, Professional Development Training Programs, IT Profile Requirements, SDR File Audits, Organizational Structure Changes/Reports)
  • Acted as primary Global Actuarial Salesforce (SF) Administrator (CRM-client relationship management tool): Customized user experience by approving access, updating accounts/fields/records/objects/ UW process changes. Utilized JIRA for user acceptance testing (UAT) of field changes to improve internal processes.
  • Provided guidance and maintained over 150 UW/actuarial student records and progress towards obtaining ACAS/CAS/CPCU designations or needed training as an Actuarial Professional Development & LinkedIn Learning Administrator.
04/2016 to 01/2021 Underwriting Proposal Coordinator TWG, The Warranty Group | City, STATE,
  • Managed over 100 client accounts and gathered relevant submission details from various internal teams (UW/Actuarial, Sales/Marketing, Claims, Product Development, Regulatory, Product Testing, Client services, Finance teams) to prioritize release of quote/binders.
  • Released rating/pricing tools, quotes/binders for client/product requests.
  • Completed UW projects: Established UW Team SLA Metrics, UW Best Practices & Guidelines reviews/updates (Contractual Liability Policies), generated reports detailing findings and recommendations in support of decision-making to UW manager.
11/2006 to 01/2016 Underwriting Assistant XL Catlin | City, STATE,
  • Managed over 100 excess and middle market accounts that generated over $3M in written premium annually in various classes of business (financial institutions, retailers, manufacturers, grocery store chains, gas stations, entertainment industry, etc.)
  • Scheduled and issued quotes / binders / policies / endorsements (admitted/non-admitted, occurrence / claims - made basis) up to $150,0000 in total policy limits for Excess, Lead Umbrella – Standalone/Follow Form, Primary, OCIP, PCP and reinsurance programs.
  • Setup new and renewal rating files, pricing quotes/binders, coding/invoicing/issuance, cancellations, reinsurance premium entries
  • Examined loss run reports and determined severity or frequency of possible loss (GL and Auto, WC losses).
  • Processed over $100K in premium and non-premium bearing endorsements annually– AP/RP, acquisitions/divestitures, cancellations, mid-term cancellations, policy extensions
  • Engaged with and maintained Broker- Client relationships and renewal meetings (Marsh, AJG, Aon, Willis, Travelers, etc.) increasing new/renewal submission retention.
  • Requested relevant UW submission information (losses, exposures, limits, underlying quotes/policies, 10K/10Q, Annual reports) increasing renewal submission retention.
  • Obtained working knowledge of commercial insurance rules/regulations, guidelines & endorsement forms: FIC Audits, SIC/TOB/ILF factors, countersignatures, surcharges, stamping requirements for surplus lines, UM/UIM coverage, State Rules/Regulations, Clearance, Silverplume, AM Best, D&B, Dnbi, manuscript wording
  • Setup UW Pricing rating tools (GL or Auto), Actuarial Pricing Tools (Benchmark Pricing, SET), provided written premiums projections based on accrued premium reports.
  • Trained/supported multiple onshore/offshore team members/and new hires, two of which were promoted to Assistant Underwriters.
  • Acted as a SME, performed UAT Testing which resulted in automation of new Lead AB Standalone Excess policy forms.
  • Created a team SharePoint Site, Rewards & Recognition Program, and facilitated cross-functional team meetings
Expected in 03/2016 to to Relevant Coursework | XL Catlin, Chicago, IL, GPA:
  • Kaplan Financial Course - UW Basics - Completion
  • CPCU 510 Foundations of Risk Management & AU 65 UW Principles
Expected in 01/2005 to to B.A. Nutrition | Case Western Reserve University, Cleveland Heights, Ohio, GPA:
  • Relevant Coursework Completed:
  • Accounting, Banking & Finance, Microeconomics, Macroeconomics, Business Ethics/Policy

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • XL Catlin
  • Case Western Reserve University

Job Titles Held:

  • Underwriting Proposal Coordinator
  • Underwriting Proposal Coordinator
  • Underwriting Assistant


  • Relevant Coursework
  • B.A. Nutrition

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: