Post Job Free

Resume

Sign in

Customer Service Commercial Lines

Location:
Centennial, CO
Posted:
March 13, 2024

Contact this candidate

Resume:

Belinda Halfmann Centennial, CO 720-***-**** ad4a9o@r.postjobfree.com

PROFILE

Seasoned marketing and insurance professional with strong analytical, interpersonal, and customer service skills. Passionate about marketing and distribution management as part of an integrated approach to achieving results. Strategically oriented with a focus on executing tactics to meet the business plan. Excellent interpersonal and presentation skills. Effective decision-making based on metrics and analysis. Energized by win-win solutions.

SUMMARY OF QUALIFICATIONS

MARKETING

Experience in marketing all Commercial Lines products and services to agency, broker and insured

Collaborate with internal business units to capture meaningful data, including market intel to internal and external customers

Extensive experience delivering presentations to MGA audiences of 100+ people

Broad knowledge of assigned brokers and MGA’s with an ability to respond timely to changing customer and market needs

UNDERWRITING/MANAGEMENT

Strong understanding of Property and Liability as well as Farm and Ranch underwriting concepts

Ensure the company’s goals of sales and profit by utilizing underwriting tools to determine accurate classifications, rates and premium charges

Worked in Standard and Excess and Surplus lines environments

Mentored and trained junior underwriting staff

Proficient in: MS Office, Windows, Word, PowerPoint, Outlook, WEBEX, Zoom, MS Teams, Image Right

EMPLOYMENT HISTORY

Senior Underwriter

Arrowhead General Insurance Agency, Inc. Greenwood Village, CO (April 2022 – February 13,2024)

Summary: Reviews insurance applications within National Tribal Insurance programs for Brown & Brown Inc. in an effort to evaluate, classify and rate each risk to determine acceptability, coverage and pricing for the following lines of business; Property, Equipment Breakdown, Crime, inland Marine, General Liability, Tribal Worker Benefits, Auto, Excess

Marketing Underwriter

ATAIN – FARMINGTON HILLS, MI (AUGUST 2021 – April 2022)

Underwrite new and renewal business based on underwriting authority

Serve as a contact point for underwriting referrals and inquiries from Burns & Wilcox branch offices across the country

Work closely with B&W branch offices to develop their understanding of the company’s underwriting appetite, philosophy and criteria

In conjunction with all underwriting management, work with Burns & Wilcox branches to ensure relationships are developed and strengthened, resulting in increased production of profitable business.

Travels throughout assigned territory regularly to visit B&W brokers and underwriting staff to encourage profitable sales growth and provide any training as needed.

Senior Underwriter - Casualty

VERUS UNDERWRITING MANAGERS – GREENWOOD VILLAGE, CO (DECEMBER 2020 –AUGUST 2021)

Responsible for underwriting renewal risks in a book of business working independently and under minimal direction within specific limits of authority on assignments utilizing underwriting policies and guidelines, rating systems

Senior Underwriter – Contract Binding Unit

COLONY SPECIALTY - GREENWOOD VILLAGE, CO (AUGUST 2006 – DECEMBER 2020)

Daily underwriting of risks which are referred outside of wholesaler / agency authority. Managing a book of Contract binding business including on going travel to territory of assigned agents located in; LA, MS, TX, CO, NM, IL, MO, KS, AR, FL

Active management of agency relationships through consistent agency communications and review of profitable growth which meets with company goals and direction

Consult with general agents to obtain underwriting information including explanations of underwriting guidelines and the ability to find ways to write business vs. find ways to decline business.

Function as Team Leader for Colony Specialty ‘product teams’ focusing on; Contractors, Hotel/Motel, Arts, Recreation, Restaurants, Exercise, Entertainment, Special Events & Amusement business.

Assist in rollout (training) of newly developed company-wide Rate/ Quote/ Bind/ Issuance (EDGE 1.0, 3.0) computer system for agency and staff to several agencies

Conduct educational sessions on the topic of Property Coverage to underwriters of the Garage unit.

Commercial Package Underwriter

BERKSHIRE HATHAWAY HOMESTATE COMPANIES - GREENWOOD VILLAGE, CO (2004-2006)

Underwrote commercial package accounts in CO. Consistently met production growth for assigned territory

Accepted, retained and priced existing book of renewal policies for commercial package to include; LRO, Hotel/Motel, Bars/Restaurants, Manufacturing, Bowling Centers, Vacant, Apt, Contractors

Commercial Underwriter

MAGNA CARTA PUBLIC SERVICE MUTUAL ENGLEWOOD, CO (2003 -2004)

Underwrote new and existing book of package business for the states of CO and UT

Accomplished heavy growth (+25-50%) pertaining to package risks focusing on habitational business; Apt, Condo/HOA, Dwelling programs

KEMPER INSURANCE COMPANIES DENVER, CO (1981 – 1998)

Commercial Lines Marketing Manager – DENVER 1995 – 1998

Worked with branch in order to achieve sales and marketing goals, including business plans and sales strategies for all lines of Commercial businesses that contribute to profitable territory results. Lead the process of producer agency development activity for the assigned territory.

Monitored agency performance, including setting sales goals, expense offset programs, average premium size improvement and contingency eligibility

Maintained ongoing agency prospecting and appointing of new producers in region

Supported relationship building process by frequent agency contact

Coordinated internal underwriting team via joint agency meetings in an effort to meet unified branch underwriting and sales goals

Boiler and Machinery (Equipment Breakdown Coverage) Underwriting Manager – Denver 1991 – 1995

Managed an Underwriting staff of 4 to assure quality, profitable underwriting and sales volume in accordance with company underwriting policy and corporate objectives.

Created and provided agency C.E. (3) hour certification course on “Understanding and How to sell

Boiler & Machinery Insurance”

EDUCATION

Bachelor of Arts – Management, University of Phoenix

Associates degree in Arts and Sciences – Shoreline Community College

Associate in Commercial Underwriting, A.U.

Associate in General Insurance, AINS

CPCU PARTS completed; 500 / 551/ 557



Contact this candidate