Bernie Hewitt, MBA, CPCU, AU
Helena, MT 59601
Email: *********@*****.***
BrickStreet Insurance - Charleston, WV Aug 2009-March 2010
Senior Underwriter
• Worked with various state agencies to promote relationship building
• Created comprehensive revenue forecast for multi-million dollar team
• Created business plan for team
• Visited policyholders to ensure quality service
• Trained underwriters
• Developed a comprehensive service plan for all team accounts
• Worked with multi-million dollar accounts
Diocese of Helena - Helena MT June 2007 – July 2009
Development Services Director
-2 year contract-
• Developed policy for maintaining and updating information technology database
• Initiated and maintained $12 million capital campaign
• Created strategic business plan for development department
• Created marketing plan
• Trained manager on basic business practices and developing a yearly project tracking
process
• Travelled to all field locations every year
• Oversaw the grant writing department
• Managed restricted and unrestricted grants
• Interviewed and worked with fundraising contractors
LWCC – Baton Rouge Louisiana (2007-2007)
Business Unit Manager - Small Accounts
• Researched, recommended and implemented information technology upgrade
• Conducted agency visits
• Built business plan and budget
• Made presentations to the board of directors
Montana State Fund - Helena MT (1996-2007)
Operation Business Manager - 2000-2007
• Created, tracked, and defended budget
• Updated vice president and president with financial reports
• Participated and created strategic business plan
• Conducted board presentations
• Accountable for new revenue, retention and profitability goals
• Promoted from mid size operating team to large operating team – 2004
• Conducted agency reviews at agency locations
• Developed training course programs for various disciplines
• Travelled to agent and policyholder locations on a regular basis to strengthen
relationships
• Conducted overnight travel
• Hired, trained, discharged employees
• Interviewed and worked with various information technology contractors
Underwriter/Senior Underwriter - 1996–2000
• Reviewed financial statements for accounts ranging from $150k to $1 million
• Responsible for managing relationships with various groups such as the Montana
Logging Association, Montana Stockgrowers Association, and Montana Motor Carriers
• Revenue grew on average of 8% each year
• Accountable for new revenue sources, retention and profitability goals
• Travelled to agent and policyholders location to discuss business on a regular basis to
strengthen relationships
• Managed a $15 million book of business
• Conducted overnight travel
Education and Credentials
Masters of Business Administration (MBA) – University of Montana, Missoula, Montana
Bachelor of Arts (BA) – Carroll College, Helena, Montana
Major: Business Administration – Concentration Management
Minor: Classical Languages
Chartered Property Casualty Underwriter (CPCU)
Associate in Commercial Underwriting (AU)