Overview
Work History
Education
Skills
Extra-Curricular Activities and Interests
Timeline
Generic

Cailey Coghlan

Glasgow,

Overview

10
10
years of professional experience

Work History

Senior Property & Energy Underwriting Associate

Swiss Re
05.2021 - 10.2023
  • Prepare quotes, binders, policies, invoices and all other contractual documentation.
  • Go-to person for training new employees.
  • Enter and maintain information in systems and tools, including documents, process changes, and associated open/completed tasks.
  • Support Underwriters in organizing and preparing data for client meetings.
  • Compile, sort, review, and verify data accuracy using source documents, detect errors, and initiate correction while following-up with Underwriter regarding any inconsistencies found.
  • High level of interaction and coordination with team members.
  • Collaborate on the development and maintenance of system and tool improvements, and testing/piloting changes.
  • Conduct initial deal analysis and prepare applicable account data.
  • Regular interaction with brokers.

Customer Service Associate/Receptionist

Coghlan's Limited
04.2014 - 08.2019
  • Worked during the summers.
  • Conferred with customers about concerns with products or services to resolve problems and drive sales.
  • Maintained accurate and current customer account data.
  • Prepared and emailed invoices to customers, processed payments and documented account updates.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Assisted with fulfillment of Amazon orders and EDI accounts.
  • Maintained physical and computer-based filing systems.

Education

Bachelor of Science in Business Administration - Actuarial Science

Drake University
Des Moines, Iowa, USA
12.2020

Skills

  • GPA of 396 (Perfect GPA in America is 40)
  • Passed SOA Exam FM in August, 2023
  • Strong analytical skills
  • Detail-oriented
  • Highly adaptable
  • Ability to perform under pressure
  • Both individual and teamwork oriented
  • Familiar with R, SAS, and Microsoft Office
  • Business and Professional Presentations Certificate from Drake University
  • Extensive experience in customer service

Extra-Curricular Activities and Interests

  • Summited Mount Kilimanjaro (summer 2017).
  • Volunteered at Ronald McDonald House and Meals from the Heartland with Delta Sigma Pi.
  • Enjoys travel and multicultural experiences.
  • Hiking and the outdoors.
  • Take Pride Winnipeg's Brush Up Winnipeg from 2008-2017.

Timeline

Senior Property & Energy Underwriting Associate

Swiss Re
05.2021 - 10.2023

Customer Service Associate/Receptionist

Coghlan's Limited
04.2014 - 08.2019

Bachelor of Science in Business Administration - Actuarial Science

Drake University

Similar Profiles

CREATE PROFILE
Cailey Coghlan