Jenny Pena-Valdivia
Temecula
Summary
Seasoned Senior Underwriting Assistant with comprehensive understanding of risk assessment and policy formulation. Demonstrated skills in analyzing financial data, reviewing documentation for accuracy, and ensuring compliance with underwriting guidelines. Known for exceptional problem-solving abilities and strong decision-making skills. Made significant impact by enhancing workflow efficiency and reducing policy errors in previous roles.
Overview
22
22
years of professional experience
2000
2000
years of post-secondary education
Work History
Senior Underwriting Assistant
CITA Insurance Services
Orange
11.2017 - Current
- Clear submission of new and renewal applications for quotes.
- Manage general inbox and distribute workload to the Underwriting Assistant in accordance to department standards.
- Train new agents on department procedures, systems, and performance expectations.
- Process applications, certificates, loss run and endorsements. Review and issue policies, endorsement and cancellation to agents.
- Review, evaluate, underwrite and bind small accounts per underwriting authority.
CSR, Sales
Libertoski Insurance Group
Tustin
07.2017 - 10.2017
- Take incoming calls and assist clients with coverage, billing questions.
- Quote Insurance and sale Policy.
- Offer renewal and shop new insurance for clients for better rates.
- Followed up on leads generated from marketing campaigns or other sources in order to increase sales opportunities for the company.
Insurance Specialist IV
Automobile Club of Southern California
Costa Mesa
09.2004 - 06.2016
- Take inbound calls for all lines of P&C insurance in 8 different states.
- Assist insured with policy questions and changes, review billing and process payments.
- Update insurance policies and prepare for renewal, mail out necessary endorsement for renewal.
- Assist call center when needed, also provide additional support for quality assurance department.
- Administrative assistance to department, prepare letters to be mailed out, distribute mail, update daily reports, order supply for department.
Customer Service Representative
AllState
Huntington Beach
04.2004 - 06.2004
- Assist walk in customer with payments and answer all inbound calls, take payment and transfer to agents.
- Review and submit applications for underwriting approval, process evidence of insurance and update insured’s policy files.
- Training to pursue P&C license.
Education
Santa Ana High School
Santa Ana, California, CASkills
- New business and renewal processing
- Compliance with carrier and departmental standards
- Cross-department coordination (agents, underwriting, QA, call centers)
- Documentation management and record accuracy
- Attention to detail and follow-through
- Supporting team productivity and consistency
Timeline
Senior Underwriting Assistant
CITA Insurance Services
11.2017 - Current
CSR, Sales
Libertoski Insurance Group
07.2017 - 10.2017
Insurance Specialist IV
Automobile Club of Southern California
09.2004 - 06.2016
Customer Service Representative
AllState
04.2004 - 06.2004
Santa Ana High School