JENNIFER LUCERO

1545 Eddy Street, #211 cell: 415-377-0565

San Francisco, CA 94115 jengvk@aol.com Home: 415-928-4389
UNDERWRITING ASSISTANT
SUMMARY
A detail-oriented, underwriting assistant with an extensive background and sound knowledge in
commercial general liability insurance for contractors. Responsible assistant that did policy processing
procedures, inspections, and audits. Familiar with multiple lines of insurance which range from
Commercial General Liability For Contractors, Property and Casualty, Personal Insurance, Fiduciary,
Executive and Officers, Inland Marine, Marine and Aviation Insurance. Articulate, thorough,
consistent and well organized work ethics. Proven ability to multi-tasks and delivering efficient,
prompt and quality projects. Demonstrates excellent communication and interpersonal skills.
Developed and trained others in policy processing.
EXPERIENCE
NAVIGATORS INSURANCE, INC., San Francisco, CA 2003 – 2010
Underwriting Assistant
Supported several Commercial General Liability Contractors Insurance underwriters.
• Performed the duties of setting up and daily maintenance on policies, processing policies, from
binding to issuing, entering policy numbers into the policy register, invoicing, premium bearing
and non-money endorsements, extensions, cancellations, reinstatements and non-renewals.
• Extensive knowledge in pc applications and worked in a paperless work environment to issue
policies, endorsements and send emails. (Microsoft Office, Word, Excel, Commercial Intellysis,
Image Right, Genius, Point, ITC, AIM, Novell/GroupWise and Outlook).
• Handled a diary system efficiently and did follow-ups daily for paperwork and information
needed for policies with the underwriters and brokers.
• Handled inspections and audits for policies from ordering, dairying, reviewing and processing
endorsements from the findings of the reports. Analyzed the exposures for any increase or decrease,
and determined if the insured’s jobs or projects were within the underwriting standards.
• Received and processed Premium Finance notices, cancellations and reinstatements.
• Used Genius to allocate billing and process Premium Financing.
• Processed California Surplus Line filing for taxes and fees for issuing of policies and endorsements.
• Researched online to insured’s information for valid contractor’s license.
• Acted as a liaison between underwriters and brokers to maximize efficiency with policy
processing. Able to correspond with brokers and office workers in a professional manner.
• Trained and developed others in policy procedures and processing and in using the computer
applications used to process policies.
• Interacted with other departments including Accounting and Claims.
FARALLON ASSOCIATES INSURANCE, San Francisco, CA 2002-2003
Agent’s Assistant (temporary assignment)
Assisted Personal Lines Insurance agent with Homeowners, Auto, Boat Insurance for clients.
• Assisted the agent with processing the client’s applications, entering data into Acord software,
answering the phone for the agent, and talking with clients.
• Processed applications for policies, sent documentation to the insurance carriers for policies,
and retrieved claims information from policy holders and sent it to the claims department to
generate a claims number to be sent to the insured, and have the adjuster contact the policy holder.
• Retrieved Motor Vehicle Records information to process auto insurance and insurance cards
for the policy holders.
• Assisted with processing invoices to send to the clients.
• Handled Premium Finance Notices of acceptance, cancellations and reinstatements. Processed
endorsements for cancellations and reinstatements related to Premium Finance Notices.
ULLICO INC., San Francisco, CA 2001-2002
Underwriting Assistant
Supported two fiduciary underwriters with a heavy volume workload. These underwriters serve the
jointly managed trust fund and labor union markets.
• Processed policies from the binding to issuing of policies, issuing endorsements and daily
policy maintenance of policies.
• Used pc applications to issue policies and generate billing (AIM and Point system).
• Processed countersignature endorsements on policies.
• Researched online for policy holder’s information for policy processing (Lexis-Nexis)

WEST COAST LIFE, San Francisco, CA 2000-2001

Word Processing Technician (temporary assignment)
Assisted Life Insurance Underwriters with word processing and other office duties.

PACIFIC MUTUAL MARINE OFFICE, San Francisco, CA 1992-2000

Receptionist/Underwriting Assistant
Assisted underwriters with policy processing and supported office staff as a receptionist.
• Underwriting assistant processing policies for various insurance lines which ranged from
Inland Marine, Property and Casualty, Aviation, Commercial Marine (Hull, War, Cargo, and
Bumbershoot).
• Performed receptionist duties of answering the phones, sending and receiving faxes, filing,
processing mail, ordering supplies and setting up the conference room for meetings.
• Assisted in special projects for the claims department and assisted in organizing the companies
25th anniversary party event.
COMPUTER SKILLS

• Microsoft Office • ITC • AIM

• Commercial • Online research for • ACORD software
Intellysis MVR, Lexis-Nexis • Outlook
• Image Right • Contractor’s license • Novell/Groupwise
• Genius Bureau online • Eudora
• Point

EDUCATION
SAN FRANCISCO CITY COLLEGE, San Francisco, CA
Associates Degree, Business
References available upon request