Insurance Real Estate

Jeff hoffman

Email: *********@********.***

Address: ***** **********

City: West Hills

State: CA

Zip: 91307

Country: USA

Phone: 818-***-****

Skill Level: Experienced

Salary Range: $90,000

Willing to Relocate

Primary Skills/Experience:

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Educational Background:

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Job History / Details:

JEFF HOFFMAN

23728 Sandalwood Drive, West Hills, CA, 91307 * *********@********.*** * 818-***-****

SENIOR INSURANCE UNDERWRITER

Highly skilled Registered Professional Liability Underwriter (RPLU) with expertise in underwriting for broad range of professional liability lines. Skill for minimizing loss to company through intensive evaluation of client finances and other relevant factors.

AREAS OF EXPERTISE

* Complete risk assessments for liability lines, including Professional Liability, D&O, and Employment Practices by thoroughly analyzing data included on insurance applications and related material.

* Determine appropriate premium levels in line with client risk potential and identify and outline appropriate endorsements.

* Possess exceptional communication abilities essential for effective management of new and renewal insurance business.

* Build and maintain productive relationships with clients, brokers, colleagues and representatives from various organizations to facilitate underwriting efficiency.

* Proficient with broad range of computer programs, including MS Office Suite, Delphi, Applied Systems.

PROFESSIONAL EXPERIENCE

RISK SPECIALISTS (CHARTIS) - Los Angeles, CA

Senior Production Specialist, 12/2006 to Present

Perform full range of underwriting procedures in strict adherence with operational and industry regulations. Manage underwriting for various liability lines, including Director`s and Officers, professional and employment practices. Approximately 75% of the managed book of business is E&O, with the balance split between EPL and D&O placements. Classes of E&O business Include: Lawyers professional Liability, Accountants Professional Liability, Misc. E&O, Real Estate, Staffing, Security Risks, and Media placements.

Review client data included on new and renewal applications and assess risk level and loss potential according to precise guidelines. Generate detailed quotes for use by brokers / agents and prepare and distribute additional required documentation. I am responsible for management of relationships with our partner brokers. I spend 25% of my time out in the field managing these relationships.

Key Contributions:

* Adeptly manage underwriting for liability accounts with premiums ranging from $5,000 to $1,600,000

* Implement knowledge of specific lines to effectively serve as referral underwriter for several other company offices.

* Established and cultivated productive relationships with brokers.

CNA INSURANCE - Woodland Hills, CA

Underwriting Specialist, 2/2005 to 12/2006

Executed underwriting practices for D&O, EPL and FID liability and monoline crime protection products. Conducted intensive evaluations of client loan application documents to assess degree of risk for new and renewal business; issued approvals and denials as indicated. Communicated with representatives from medical and other organizations to obtain additional essential information. Ensured accuracy and completeness of all documents.

Key Contribution:

* Played integral role in attainment of operational objectives through skilled broker relationship management.

ARAGON-HAAS INSURANCE BROKERS, INC. - Culver City, CA

Insurance Broker, 10/2001 to 2/2005

Marketed and sold professional liability insurance for lawyers, insurance agents, and real estate agents in addition to employment practices liability policies. Accountable for business development and account management for all clients. Consulted with clients to discuss individual needs and present appropriate product options. Calculated premium amounts and notified customers of payment options.

Additional Experience:

Associate Broker, Narver Associates, San Gabriel, CA (6/1998 to 10/2001); managed professional liability, workers compensation, general liability and other lines.

Production Assistant, Swett & Crawford, Los Angeles, CA (9/1996 to 6/1998); instrumental in goal attainment for professional liability unit of wholesale insurance broker.

EDUCATION / CREDENTIALS

Registered Professional Liability Underwriter

Fire and Casualty Broker-Agent

Bachelor of Arts - Business / Economics - UNIVERSITY OF CALIFORNIA, Santa Barbara, CA

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