Sales Insurance

Stacy Leah Kaplan

**** *. ******* **. **** ****, Chicago, IL 60610 847-***-****

*********@***.***

Experience

Liberty Mutual Insurance group April 2006 - present

Account Underwriter - National Accounts Underwriting Chicago,

Illinois

. Responsible for selling approximately $15 million in new business

premium over a period of three years.

. Utilize loss forecasting to identify accounts' negative and

positive loss trends and analyze model data to determine the

probability of future losses.

. Apply pricing models to achieve predetermined company

profitability goals, as well as justify and explain the pricing

models' results to managers, sales team and clients.

. Make decisions based on an understanding of the interplay of

financial, operational, organizational, managerial, and market

issues as they affect particular customers.

. Constructively interpret business information drawn from multiple

internal and external sources to make critical account decisions

regarding quality of risk

. Manage a book of business while improving rates and coverages

being offered, enhancing and maintaining broker relationships and

generating new business.

. Prioritize the completion of multiple assignments in an organized

manner.

. Partner with sales and service team to compile a resourceful

offering for the customer that addresses their needs, creatively

resolves customer issues and supports the selling process.

. Describe, explain, and negotiate decisions with sales, customers,

and brokers.

. Interpret qualitative and quantitative data such as losses,

financial data and customer's safety philosophy to arrive at valid

decisions on risk acceptance, coverage and price.

. Create and expand partnership with internal associates and

customers.

. Relate to clients by developing an understanding of customer's

industry and particular business situation.

. Effectively deliver presentations to management, partners, and

customers.

Libery Mutual Insurance Group April 2005 - April 2006

Financial Analyst - Actuarial Department Chicago, Illinois

. Completed various forecasting and pricing analyses to assist other

departments in making cost-effective decisions.

. Conducted and documented complex financial analysis projects

evaluating loss development and assessing past customer results.

. Developed Visual Basic macros, which improved the process and

efficiency of various reports.

. Trained multiple co-workers on a variety of actuarial models.

Liberty Mutual Insurance Group June 2003 - April 2005

Claims Manager - National Market Claims Schaumburg, Illinois

. Controlled files with combined outstanding reserves totaling more

than 6 million dollars.

. Negotiated Workers' Compensation settlements with claimants and

attorneys in excess of $175,000.

. Managed, investigated and resolved Workers' Compensation claims in

multiple jurisdictions under minimal supervision.

. Communicated with injured employees, customers, physicians and

attorneys on a daily basis.

. Gained knowledge on legal liability, medical terminology, general

insurance policies and effective disability management for

multiple jurisdictions.

Education

University of Illinois May 2003

Bachelor of Science Champaign -Urbana, Illinois

Major: Finance Overall GPA: 3.67/4.0

Dean's List, National Society of Collegiate Scholars, Illinois State

Scholar

University of New South Wales Spring 2002

Completed courses in Finance, Sociology and Australian History

Sydney, Australia

Activities & Affiliations

. Currently Pursuing Certification of Chartered Property and

Casualty Underwriter

. Sigma Delta Tau Sorority

1999 - 2003

Member Champaign-

Urbana, Illinois

. Jewish Big Sisters 2007 -

present

Volunteer Big Sister

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