JZ

Joanne Z.

Underwriter at Foresight

Joanne Z. has a diverse work experience in the insurance industry. Joanne began their career at Seminole Casualty Insurance Company as a Territory Sales Manager, where they marketed various insurance products to independent agents and implemented new agency contracts. Joanne then worked as a Marketing Manager at PEO Source/ASO Source, where they actively sought new clients and promoted the company's services through networking and trade journals.

Joanne Z. later joined MIS Insurance Services as an Underwriting Team Lead, where they reviewed and processed submissions for commercial insurance policies and determined pricing based on risk assessment. Joanne also maintained a strong client database and produced reports for analysis.

After that, Joanne Z. served as a Territory Marketing Manager at Security Underwriting Managers/Security Premium Finance, where they worked with independent agents in Central-West Florida to develop and expand the company's client base. Joanne analyzed potential opportunities, implemented marketing strategies, and collaborated with agents to increase revenue.

At FCBI Fund, Joanne Z. worked as a Senior Policy Services Specialist, evaluating accounts for underwriting alignment and providing superior customer service. Joanne handled risk submission pre-qualifying, rating, loss analysis, and policy issuance.

Currently, Joanne Z. is employed at Foresight Commercial Insurance, where they have held multiple roles. Joanne started as an Underwriting Insurance Specialist, involved in risk assessment, rating, loss analysis, and policy issuance. Joanne also worked on process improvements and additions for underwriting utilizing Salesforce. Joanne Z. then became an Underwriting Operations Specialist, focusing on processing endorsements, cancellations, and reinstatements. Joanne provided superior customer service to agent clients through phone and email. Currently, Joanne Z. holds the position of an Underwriter at Foresight Commercial Insurance.

Overall, Joanne Z. has demonstrated expertise in underwriting, policy services, territory marketing, and client development throughout their work experience in the insurance industry.

Joanne Z. has obtained a Certification in Business from Boyd Business School. Additionally, they have acquired two additional certifications, namely Certified Professional IACUC Administrator (CPIA) from CPIA in February 2000 and P&C-220 Insurance License from Florida in September 1997. No specific information is available regarding the duration or completion year of their education at Boyd Business School.

Links

Timeline

  • Underwriter

    May 1, 2023 - present

  • Underwriting Operations Specialist

    September 1, 2022

  • Underwriting Assistant

    November 1, 2021

View in org chart