Highly skilled Insurance Operations professional with extensive and
diverse administrative experience in all lines of insurance for large
brokerage and underwriting organizations. Proven understanding of the
principles of business policy and procedures development, account
management, risk assessment, regulatory and documentation compliance, and
processing of complex insurance products. Thorough, organized, and detail-
oriented with a highly collaborative attitude and professional style.
Solid interpersonal and communication skills; training expertise.
Agency and Company Relations Loss Control Reporting
National Endorsement Management Insurance Risk Ratings
Experience/Accomplishments
INDEPENDENT CONTRACTOR, RICHMOND, VA
2007- PRESENT
Performed administrative duties with various employers as a contract
employee. Partial client list includes Keith Waldrop, Attorney,
Creative Energy Corporation, MARY KAY LADYDarlene Lyon, National
Sales Director;, Betty Lacido, National Sales Director; Byrd Creek,
Inspection Services X- HUSBANDs COMPANY,
. Defined required staff competencies, assessed training gaps,
developed policies and advised on training needs to meet new
competencies for a 100-person insurance agency.
. Assessed on-site insurance risk for renewal and/or new business for
a Home Inspection company. Wrote loss control reports.
. Conducted market research, analysis and planning for home
improvement company, assisting in corporate strategy and
development.
Virginia Farm Bureau, Richmond, VA
1998-2006
Senior Brokerage Coordinator (2005-2006)
Integral part of the Bureau's effort to fill an existing gap in insurance
products for the 150 state-wide agents, developing and coordinating new
products to meet complex needs.
. Accomplishment statement dealing with $5 mil growth of Dept in xxx
amount of time3 years.
. Identified strategic carriers and obtained endorsements,
expanding product lines to include equine, etc...Specialty
Risks, Excess Liability, Professional Coverages, flood,
Equipment, Unique Exposures, Farm Exposures, Property Risks,
and all tages, flood, Equipment, Unique Exposures, Farm
Exposures, Property Risks, and all types of Business Owners
Risk
. Lobbied Virginia General Legislature regarding critical agricultural
and animal farming issues, influencing regulatory decisions.
. Researched, educated and presented solutions to various issues at
regional Farm Bureau meetings, resolving conflict and increasing state-
wide cohesiveness.
. Conducted class-room training of newly hired agents to increase job
effectiveness through an improved understanding of general insurance
principles and concepts.
Brokerage Coordinator (1999-2005)
. Selected to create and develop a Brokerage Dept which provided field
agents access to other markets for unique risks and exposure.
Insurance Agent (1998-1999)
. Managed and DevelopedDeveloped a book of $1,000,000. business
AMOUNT?
Markel Insurance Company, Richmond, VA
1992-1997
Brokerage Operations and Underwriting, Retail Agency (1994-1997)
Chosen to manage all aspects of the daily operations and underwriting
duties for political, special needs and high risk exposure
accounts in the retail department with Underwriting Authority
of $5,000,000.. (book of business? AMOUNT?)would prefer to
state my underwriting authority limit, retail amount was
shared by many producers, but my authority level in
Underwriting was accomplishment. Also looks awesome but was a
liason between Agency retail and Underwriting department.
Liason with authority in both departments
. Developed, implemented and trained agents in new underwriting
guidelines, supporting sales and productivity of field agents in 32
states.
. Accomplishment regarding obtaining and managing 3 major national
endorsements.
. Set work-flow distribution and productivity goals for agents, meeting
and surpassing corporate operational goals and expectations
established for department.
Underwriter (1992-1994)
. Examined documents and determined rating based on degree of risk,
quote rates, and/or explain company underwriting policies to insurance
applicant.
Progressive Insurance Company, Richmond, VA
1989- 1992
Marketing and Product Development Specialist (1990-1992)
One of four employees company-wide, selected for the initial build of the
"Go Progressive" on-line product offering that transformed the
underwriting process from agent to direct corporate service and
delivery.
. Participated in market research, analysis, product development, work-
flow processes, marketing, sales strategies and training which
successfully launched the award-winning product concept.
Commercial Lines Underwriter (1989-1990)
Old Virginia Insurers, Richmond, VA
1983- 1989
Administrative Clerk, Part-time
Education/Training
. VIRGINIA COMMONWEALTH UNIVERSITY, RICHMOND, VA
72 credits toward BA, Insurance/Finance
. Professional Underwriting courses: AU 63, AU 64
. Chartered Property Casualty Underwriting courses: CDCU CPCU3, CPCU 4
. Insurance License Training: INS 21, Processing, Property Risks,
Liability Risks for Health, Property and Casualty lines of business