Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Courtney Horan

North Branch

Summary

Dynamic Junior Underwriter with a proven track record at Irwin Siegel Agency, adept at managing complex accounts and ensuring compliance. Skilled in risk assessment and policy issuance, I excel in prioritizing tasks and maintaining accuracy. My attention to detail and adaptability drive high-quality outcomes in fast-paced environments.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Junior Underwriter

Irwin Siegel Agency / Ryan Specialty Group
01.2021 - Current
  • Managing my own book of small social service accounts as well as my own book of renewals
  • Thoroughly examine insurance applications of small social service risks, gathering information about the business, its operations, and its history to underwrite and assess risk.
  • Ensure compliance with relevant insurance regulations and company policies.
  • Keep accurate records of all underwriting activities and decisions.
  • Interact with insurance agents and clients to address questions, provide information, and resolve issues.
  • Process Cancellations and High-Level Changes
  • Issue Policies, binders and endorsements.
  • Run replacement cost estimators, risk meter reports and pulling MVRS for our insureds.

Senior Underwriter Assistant

Irwin Siegel Agency
12.2019 - 01.2021

• Responsible for logging in, quoting, binding and processing new and renewal business over $500K - $1Mil in premium

• Research and respond to broker correspondences, calls, billing inquires and requests for loss runs

• Issue binders, certificates of insurance, auto id cards and quote proposals

• Process policies, endorsements and auto error reports (state specific)

• Update and ensure our system for accuracy, request boiler surveys and calculate replacement cost estimates

• Set up renewals and new business for Underwriter review and rating

• Assist Underwriters, Supervisors and other departments with fluctuating work-loads

• Train new Underwriter Assistants

• Identify and bring forward and changes for inclusion in the Assistant Underwriting manual

• Sort and distribute daily correspondence

• Assist with special assignments that may be required by the Underwriting Department

• Integration of Microsoft Word, Outlook and Excel during daily workload

• Creating legal notices

• Updating the DMV system with auto changes to ensure no lapse in coverage

• Completing end of year composite auto audits

• Putting together and organizing account audits upon request

Underwriter Assistant - Transportation Program

Irwin Siegel Agency
01.2015 - 12.2019

• Processing endorsements in the rating system

• Build Accurate Policies.

• Process Cancellations and High-Level Changes.

• Demonstrate Knowledge of specific rates, experience using Silver Plume, and applying where applicable.

• Responsible for logging in, quoting, and processing new and renewal business.

• Research and respond to broker correspondence, calls, billing inquires and requests for loss runs.

• Issue binders, certificates of insurance, auto ID cards and quote proposals.

• Process policies, endorsements and auto error reports (state specific).

• Set-up renewals for underwriter review and rating.

Commercial Lines Rater

Irwin Siegel Agency
03.2014 - 01.2015

Responsible for rating renewal and new business which includes looking up Specific Rates and property, liability and auto territories in Silver Plume

Make rating changes within a timely manner

Rating endorsements which include typing them up and issuing transactions, and updating the system with changes. Ensuring NY auto endorsements are issued within 7 days of receipt

Converting and booking policies

Building policies

Processing cancellations and high level changes

Prioritizing my work load

Assist other regions with their fluctuating work load

Day Habilitation Specialist

Sullivan ARC
10.2013 - 03.2014
  • Monitored safety and welfare of people supported and took corrective actions or notified supervisor of concerns.
  • Enhanced client engagement by incorporating individualized activities and goal-oriented tasks in daily routines.
  • Conducted assessments to identify individual strengths, weaknesses, interests, and areas of potential growth for each client.
  • Coordinated transportation schedules with external agencies to ensure punctual arrival/departure times for all participating individuals.Assisting individuals with developmental disabilities to perform everyday living skills.

Training individuals to become independent.

Administering medication.

Assisting the individuals in becoming involved with the community.

Teaching basic academic skills.

Promoting inclusion while safeguarding health and welfare.

Evening Supervisor

Jeff Adult Home
12.2011 - 10.2013

• Do all assigned work from the administrator: Filing, daily paperwork, and computer work that require the internet, Microsoft and Excel, phone calls, making appointments.

• Faxing.

• Assisting and answering families’ questions about our services we provide.

• Carrying along my administrator’s orders.

• Directing the other staff of their duties.

• Answering phones and answering inquires.

• Assisting Residents with their needs: Bathing, walking, eating, and getting dressed.

• Housekeeping: Cleaning, mopping, dusting and disinfecting.

• Preparing and giving out residents medications.

• Ensure safety of the residents at all times.

• Scheduled activities.

• File medication.

Cashier

Dryden Express Mart
02.2012 - 05.2012
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Stocked shelves

Busser

Garden Café/Villa Roma Resort
05.2010 - 08.2010

• Assist the waiters and waitresses.

• Clean up the tables and floors.

• Help the customers with whatever assistance they need.

• Sweep, dust and wrap silverware.

Cashier /Retail Sales Associate

The Other Store / Video Rentals
10.2008 - 08.2010

• Run the register.

• Clean, vacuum and dust.

• Provide friendly and helpful customer service.

• Stock shelves.

• Put together displays.

• Inventory.

• Close and open up the store.

Education

No Degree - Human Services And Childhood Education

Tompkins Cortland Community College
Dryden, NY

High School Diploma -

Sullivan West Central School Distric
Lake Huntington, NY
06-2010

Skills

  • Ability to prioritize tasks, meet deadlines, and manage time effectively
  • Ability to adjust to new situations, learn quickly, and embrace change
  • Ability to pay close attention to details, ensure accuracy, and produce high-quality work

Certification

· New York State Property and Casualty Broker License - ACTIVE

Timeline

Junior Underwriter

Irwin Siegel Agency / Ryan Specialty Group
01.2021 - Current

Senior Underwriter Assistant

Irwin Siegel Agency
12.2019 - 01.2021

Underwriter Assistant - Transportation Program

Irwin Siegel Agency
01.2015 - 12.2019

Commercial Lines Rater

Irwin Siegel Agency
03.2014 - 01.2015

Day Habilitation Specialist

Sullivan ARC
10.2013 - 03.2014

Cashier

Dryden Express Mart
02.2012 - 05.2012

Evening Supervisor

Jeff Adult Home
12.2011 - 10.2013

Busser

Garden Café/Villa Roma Resort
05.2010 - 08.2010

Cashier /Retail Sales Associate

The Other Store / Video Rentals
10.2008 - 08.2010

No Degree - Human Services And Childhood Education

Tompkins Cortland Community College

High School Diploma -

Sullivan West Central School Distric
Courtney Horan