Cynthia C.

About

With a strong foundation in the insurance industry, I bring extensive experience across underwriting, credentialing, and account management. My background includes assessing risk profiles, ensuring regulatory compliance, and streamlining credentialing processes for healthcare providers and insurance carriers. I take pride in building strong client relationships, managing complex accounts with efficiency, and driving operational excellence. Passionate about continuous learning and industry trends, I strive to deliver exceptional service and contribute to the success of both clients and teams.

Experience

• Underwriting Analyst · The Doctors Company09-01-2023 –

  Analyze business submissions, review documents and reports for risk analysis. Process endorsements, credentialing reports and work alongside various departments to appropriately assess each risk.

• Owner · Free to Focus Agency, LLC03-01-2023 –

  Owner; oversees agency operations and strategy.

• Underwriting Associate · Coverys12-01-2018 – 03-01-2023

  Primarily worked with individual provider policies including reviewing new business submissions, renewals, credentialing, processing endorsements and releasing documents. Following procedures on saving internal documentation and notes for future reference and auditing purposes. Co-facilitated monthly round table meetings for all underwriting associate staff as well as assisted in the training process for new hires. Renewed over 40 policies a month. Worked in a high-volume region that demanded quick turnaround. Remained solutions-oriented in face of complex problems to assist management and overall business direction.

• Office Manager · Casey Insurance Group07-01-2017 – 12-01-2018

  Managed high net worth client accounts. Confirmed agency compliance with filed forms on admitted and surplus carriers. Provided comprehensive product knowledge and guidance to help clients on product selection. Worked with captains on commercial coverage needs with 6-pack, Master Inland and Master Near Coastal licenses. Worked with carrier representatives on agency requirements and provided reports on a regular basis to keep agency contracts valid. Wrote with Geico, Progressive, Lloyd's of London, Lucantha, Safeco, America Modern, Maritime Program Group.

• Account Manager · State Farm05-01-2015 – 07-01-2017

  Worked with retail, commercial and fleet accounts on various coverage needs. Cross-sold insurance products to existing clients to reach sales targets. Scheduled in-office meetings with clients to discuss coverage and to have reviews on exposures to ensure overall protection. Serviced client accounts on all requests, handling documentation flows on incoming and outgoing forms and inspections. Created detailed reports for management to track performance and sales. Followed up on denials, late payments, extensions and other special circumstances.

• Customer Service Representative/Claims Liason · Racine Auto Body07-01-2010 – 11-01-2012

  I worked with clients on their automobile repair journey including assisting with claims processing. I managed intake, administrative processing and direct communication between internal staff, clients, claims adjustors and organizing rental vehicle reservations.

• Recreation Assistant · Goodwill Industries of SE WI, Inc.10-01-2007 – 06-01-2010

  The adult day program had over fifty participants with a wide spectrum of cognitive and developmental disabilities. As a Recreation Assistant, I had clients that were under my supervision as I was responsible for documenting activities and progress per the regulations in place with the State of Wisconsin. Organizing classes, day trips and assisting in personal care along with meal preparation were also included in daily routines.

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