Expertise in Reverse Flow Casualty, Primary Liability, Excess, Umbrella
. Experienced at developing customer specific services to add value in a
business-to-business client service environment.
. Skilled problem solver, applying analytics and defined guidelines to
resolve issues related to policy insurance, regulatory requirements,
claimsflow issues, reporting and premium payment processes.
. Casualty underwriter skilled in providing guidance on coverage and
service in support of global liability insurance programs including
General Liability, Automobile coverage, and excess.
Underwriting Analysis Customer Service Self-Motivated
Risk Assessment Strong Written and Verbal Adaptive to changes
Analytical Skills Skills
Proficient in Microsoft
Zurich American Insurance - Chicago, IL 1988 to Sept 2013
International Service Specialist - Reverse Flow Casualty
2008 - 2013
. Reviewed accounts directed from the foreign underwriter and made
recommendations regarding coverage and limits to provide.
. Collaborated with brokers to assure that the needs of the insured were
addressed quickly and correctly.
. Responsible for successfully managing an assigned portfolio of renewal
accounts along with new business directed from global partners that more
than doubled in two years.
. Demonstrated technical underwriting skills through thorough account
reviews and file documentation.
. Worked with Head Office Product Underwriting to provide specialized
solutions for customers, including endorsement wording and program
. Identified cross-sell opportunities and collaborated with other
underwriters to deliver comprehensive insurance solutions for clients.
Underwriter - Reverse Flow Casualty
1995 to 2008
. In-depth knowledge of underwriting processes, coverages and tools used to
to gather and evaluate information needed to reach appropriate decisions
on renewals and new business including Workers Compensation, Auto, and
Umbrella coverage on U.S. exposure in support of International liability
. Knowledge of rating processes and pricing tools for General Liability,
Auto Liability and Physical Damage and Workers Compensation.
. Applied pricing strategies in compliance with guidelines for Guaranteed
Cost, Retrospectively Rated and large deductible programs.
Customer Service Representative
1993 to 1995
. Key contributor to the implementation and installation of Zurich's first
generation on-line customer loss data service tool used to help clients
control loss costs, improve risk management decisions and work
. Developed and delivered a Service Tool Training Program at customer and
broker locations throughout the U.S.
. Analyzed business requirements and designed analysis and loss output
report, developed user test case, conducted acceptance testing and
performed issue resolution to ensure successful deployment.
Education & Training
B.A. - History- Chicago State University, Chicago, IL
Zurich America - Professional Insurance Associates
Program - June 1996
IIA Designation - 1993