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Underwriter Trainee Resume

Underwriter trainee is someone who is still in the process of learning certain work flow and processes involved in underwriting tasks. He needs to study and constantly perform research on certain underwriting activities. However, some of the responsibilities of an underwriter trainee includes filing customer information in proper order, studying insurance policies and proposals, gathering knowledge on process policy renewals and cancellations, communicating with policy holders to get feedback on the services, and calculating possible risks of individuals.

Sample of Resume

Jamilla Conway
484 Kelly Drive
Morgantown, Washington
Contact No: (222)-333-1980
Email: j.

Summary of Objective:

Strongly motivated, dynamic, and result oriented candidate with strong passion to enter the domain of underwriter. Looking for a valuable opportunity to work as an Underwriter Trainee in a prestigious organization.

Professional Knowledge & Abilities:

  • Well versed in life insurance policies, business process and operating guidelines and standards
  • Comprehensive knowledge of underwriting process and work flow
  • Trained in Microsoft Office products and other new technologies
  • Possess solid analytical, problem solving and communication skills
  • Ability to build and maintain effective working relationship with clients
  • Hands on experience in preparing and handling underwriting files
  • Possess excellent knowledge of handling clerical and administrative tasks

Work Experience:

Employer: Bitica Insurance, WA
Tenure: 2010 till date
Designation: Underwriter Trainee

  • Maintaining files of coverage, terms and conditions, insurance certificates and personal documents of clients
  • Updating underwriting guidelines, work process and procedures
  • Identifying clients' operating strategies and updating policy terms and conditions to clients
  • Conducting research on loss prevention and control concepts as well as perform risk analysis
  • Handling account servicing activities to provide effective support to the account staff
  • Managing account management system and support staff in program analysis and design
  • Making arrangement of conducting internal and external meetings under the direction of staff

Employer: Wilcox Group, WA
Tenure: 2008 to 2010
Designation: Underwriter-Entry Level

  • Preparing Life Insurance applications forms as per company policies and guidelines
  • Receiving and filing Life Insurance Application forms in an accurate manner
  • Dividing the files into different categories like preferred and super preferred categories
  • Assisting staff in risk analysis programs to update knowledge in the domain
  • Updating risk area to the senior staff for resolution

Educational Qualifications:

Bachelor's Degree in Accounting
East College, WA in the year 2008

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