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
Rock Hill, NY
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
Rock Hill, NY
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
Rock Hill, NY
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
Rock Hill, NY
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
White Lake, NY
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
Jeffersonville, NY
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
Dryden, NY
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
Callicoon, NY
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
Jeffersonville, NY
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