Tim Cluess

About Tim Cluess

Insurance professional leveraging a finance background to bring a unique blend of analytical and strategic skills to the industry. With a passion for continuous learning, I specialize in risk assessment, policy evaluation, and efficient underwriting processes.In my current role, I collaborate with broker partners, pre-qualify accounts, and craft comprehensive documentation for effective negotiations. Diligent in maintaining accurate account statuses throughout the underwriting life cycle, my commitment to excellence is reflected in exceptional client service and lasting relationships.Driven by a passion for knowledge, I actively pursue ongoing professional development, staying abreast of industry trends and advancements.

Experience

1. Underwriting Assistant

   Lancer Insurance Company

   Mar 2023 — Present · Long Beach, NY, US

   Underwriting assistant in the insurance industry, adept at ensuring timely responses and excellent customer service for broker partners. Specialized in pre-qualifying accounts, expeditiously preparing models, and crafting comprehensive account assessment documents for underwriters\' review and negotiation with brokers. Proficient in drafting quotes and binders, executing post-binding transactions, and issuing policies and endorsements within required timeframes. Diligent in maintaining accurate account statuses throughout the underwriting life cycle. I’m committed to ongoing professional development, enhancing product knowledge, skills, and achieving personal goals in collaboration with leadership.

Education

• Iona University

  Bachelor of Business Administration - BBA, Finance, 3.98

  2017 — 2020