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Wendy Louw
Senior Underwriting Manager
Low's Creek, Mpumalanga
Summary
Analytical Broker with expertise in Insurance. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with brokers and sales agents to achieve business goals.
Overview
17
17
years of professional experience
Work History
Senior Underwriting Manager
The Brokerage
10.2020 - Current
- Improved underwriting performance by streamlining processes and implementing best practices.
- Reviewed policy applications thoroughly, ensuring accurate evaluation of risks in alignment with established guidelines.
- Championed ongoing education efforts by organizing seminars, workshops, or webinars to stay current on industry trends and advancements.
- Built strong relationships with brokers and agents, providing exceptional customer service while negotiating policy terms effectively.
Senior Underwriting Manager
Best Advice Financial Services
09.2007 - 09.2020
- Cold calling and following up on leads.
- Engage with clients to conduct analysis and gather necessary information.
- Utilize gathered data to obtain quotes from insurers.
- Scrutinize quotes to identify the most suitable product, comparing coverage and benefits.
- Deliver presentations to clients, discussing their needs in comparison to proposed solutions.
- Manage necessary paperwork if the client accepts the proposal.
- Finalize and process policies with insurers, ensuring accuracy and completeness.
- Develop Excel spreadsheets summarizing key information to accompany client documents.
- Conduct annual reviews, including sending letters outlining any changes.
- Address all administrative queries between renewals and renegotiate terms during annual reviews if necessary.
- Handle all claims administration on behalf of the client, ensuring prompt and efficient resolution
Education
High School Diploma -
Rob Ferreira High School
White River 04.2001 -
Skills
Sales Support
Portfolio Management
Underwriting guidelines
Agent support
Problem-solving aptitude
Self Motivation
Excellent Communication
Loss Prevention
Relationship Building
Documentation
Professional Demeanor
Attention to Detail
Multitasking Abilities
Risk Management
Policy Development
Reliability
Policy renewal
Active Listening
Problem-solving abilities
Risk Assessment
Professionalism
Adaptability and Flexibility
Analytical Skills
Goal Setting
Written Communication
Organizational Skills
Application Review
Decision-Making
Continuous Improvement
Multitasking
Interpersonal Communication
Time Management
Analyzing data
Adaptability
Effective Communication
Problem-Solving
Task Prioritization
Teamwork and Collaboration
Time management abilities
Interpersonal Skills
Quote Preparation
Data Collection
Analytical Thinking
Software
Languages
English
Advanced (C1)
Timeline
Senior Underwriting Manager
The Brokerage
10.2020 - Current
Senior Underwriting Manager
Best Advice Financial Services
09.2007 - 09.2020
High School Diploma -
Rob Ferreira High School
04.2001 -