Example Achievement Log for a Underwriter

A year in the life of a Underwriter's log

• Jan - achievement: Approved 47 commercial general liability renewals for Merchant Group (existing book) without escalation, all within SLA. Retention rate for that segment was 89% vs. 76% prior year.
• Feb - feedback: Sarah in Operations told me in the morning standup: 'Your submissions to the attorneys are always clean. Saves us hours.' Meant it.
• Feb - task: Took over medical device manufacturers from Marcus after his promotion. Pulled and read nine existing files, calibrated pricing against our loss runs, met with each broker by mid-May.
• Apr - achievement: Denied Workers Comp application for Pacific Logistics after loss history review showed two OSHA violations in 18 months and no documented corrective action. Prevented likely claim exposure.
• May - task: Led small workgroup rewriting specialty cyber questionnaire. Removed seven redundant questions, tightened SIU-flagging criteria. Rolled out to six Underwriters in early July.
• May - achievement: Conditional approval for Monroe Manufacturing $5M builders risk application. Flagged inadequate security at two satellite locations, required retrofit by binding. Client complied, policy issued with 4% premium adjustment.
• Jul - feedback: Keith Paulson (Regional VP) in our quarterly review: 'Your denial writeups have teeth. Board asks fewer questions about your decisions.' Concrete validation.
• Aug - task: Misread coverage limits on hospitality group quote, quoted $200K when it should have been $500K. Caught by broker during binding review, not by me. Revised process to flag anchor figures in email summaries.
• Oct - achievement: Approved 12 environmental contractors after completing ESG and Phase I assessment protocol training. Added $840K new premium to underwriting portfolio, all at standard rates.
• Nov - task: Mentored two junior Underwriters on ED&O risk factors, reviewed their declining file (tech startup with founder litigation). Both sat in on final denial call with claimant's attorney.
• Dec - achievement: Year-end audit of my 347 underwritten policies: 98.1% compliance with guidelines, zero coverage errors, three claims under $50K each. Lost time on file review: 2.3 hours per policy.

What makes a strong entry

How this becomes your review in November

This year I successfully managed 347 underwritten policies with 98.1% compliance and zero coverage errors, and drove meaningful retention gains in the commercial general liability segment, where my 47 renewals for Merchant Group achieved an 89% retention rate compared to 76% the prior year. I took on the medical device manufacturers book after Marcus's promotion, completing onboarding of nine files and broker calibration within eight weeks. My risk assessment decisions have been consistently validated: Keith Paulson noted that my denial writeups have sufficient rigor that the Board questions them less frequently, and I prevented likely claim exposure by denying the Pacific Logistics Workers Comp application after identifying two unaddressed OSHA violations in 18 months.

Starting your own log

Don't try to reconstruct a year you have already had. Start from today, one line whenever something happens, and let it build. The Perform Review Achievement Log does this for you and can capture wins straight from Slack, and how to start an achievement log covers the wider playbook.

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