Business Development Workers Compensation

Profile: Results driven business, insurance and accounting professional. Proven success in business development, risk management, workers compensation, customer service, employee engagement, sales, sales management, insurance, and business operations. Reliable business partner with performance results in profitability, growth, employee and customer retention. Strong communication, interpersonal skills and business acumen.

Business Skills:

Business Development & Operations Sales & Sales Management Risk Management

Training & Development Customer Relations Underwriting/Product Development

Workers Compensation Competency Budgeting & Financial Analysis Customer-Centric Strategies

Regulatory Compliance Payroll/Benefits Administration

Professional Experience

Chubb, Wilmington, DE

Workers Compensation Team Lead 2023 – Present

Manage team activities and support growth and development of direct team members.

Prioritize and ensure accuracy of work products, answer questions and resolve problems.

Provide support to underwriting offices processing policy ratings, endorsement and policy premiums registration and issuance, regulatory filing, and other transaction activities directly in support of Chubb Global Casualty Major Account Complex Business.

Positively contribute to process reengineering automation and optimization resulting in consistent underwriting service delivery while reducing operational costs.

Analyze workflow procedures and systems for continuous process improvement.

Develop new methods and/or approaches to achieving business objectives.

Interact with Home Office underwriting, Office of General Counsel Product Managers, billing, reinsurance, and IT units to resolve issues.

Large Risk Billing Analyst 2021-2023

Large Risk Department Operations:

oMajor commercial account reconciliation for Global Casualty, ESIS, and Casualty Risk Construction.

oEstablished account parameters for accurate billing, financial recording, and revenue recognition.

oProvided guidance and direction on optimal funding and payment methods to satisfy client needs while maintaining corporate financial integrity and cash flow goals.

oParticipated in system improvements, accurate departmental reporting and account negotiations.

oStreamlined business management work processes through cross functional collaboration with key client accounts.

oLeveraged analytics, relationship building and strategic planning skills to maximize costs and expense reductions.

oReviewed financials and transactions; identified discrepancies and opportunities for growth.

Collection/ A/R Management:

oUtilized departmental software, Excel and Cognos for accounts receivable support.

oLed integrating initiative among multiple tasks and procedures increasing department effectiveness allowing others to focus elsewhere.

oRepeated recognition for best receivable numbers in department.

Nationwide Insurance Company, Aston, PA

Agency Principal 1996-2019

Business Development & Growth:

oGenerated $3M+ in annual revenue generation.

oLaunched and built an agency exceeding viability plan early within 2 years.

oIncreased revenue and profits consistently by 20%.

oDeveloped and implemented strategies for budgeting, hiring, advertising, accounting, computer operations, sales, and customer service, leveraging organic growth and referral revenue generation.

oEstablished marketing programs and budgets to generate new business.

Performance Leadership:

oTop district performer in new sales and client retention, achieving retention rates 3% above district averages.

oInitiated "On Your Side” reviews to enhance client relationships and retention, earning OYS certification, awarded to less than 28% of agents.

Insurance Expertise:

oSkilled in all lines of insurance, including P&C, Life, Health, Commercial, Workers Compensation, IRA, Retirement Planning & Annuity & Variable Life sales.

oCounseled clients in financial decisions, reducing risk exposure and achieving 10% average annual savings in personal lines.

Operations Management:

oOptimized operations by negotiating with vendors to reduce overhead and ensuring strong talent acquisition and retention.

oMaintained low turnover and high employee moral through effective leadership.

Financial Oversight:

oAdministered payroll, tax filing, licensing and continuing education for all employees while adhering to GAAP.

oAnalyze sales volume, retention and loss ratio trends to identify improvement areas, ensuring accurate financial records and compliance.

Enterprise Holdings, Inc., Radnor, PA

Regional Loss Control Manager 1992-1996

Served a Loss Control/Risk Management business partner, leading performance management, talent development and providing overall managerial support for loss control.

Consistent results in improving individual and team performance in claims, collection, customer service, profitability, and growth.

Successfully developed, designed, implemented, and facilitated regional management underwriting program for regional new hire orientation and on boarding program.

Developed regional risk management strategy, reducing exposure 5% over 3 years and recovering $30,000.00 monthly losses for property damage.

Provided senior leadership with talent acquisition strategy and hiring requirements mitigating company property asset losses.

Slashed repair and administrative costs 30% through strong negotiating and relationship skills with vendors and attorneys.

Professional Accreditations/Licenses

Property & Casualty, Life Accident, Health, Series 6 &63

Microsoft Office, Excel, Quick Books, Cognos, Peoplesoft, ADP Proficient

Volunteer St Cornelius CCD Program Chadds Ford PA 2009 - Present

Board Member -Nationwide Agent Advertising CO OP

Education

Bloomsburg University, Bloomsburg, pa

B.S. Business Administration Marketing

Diane Doherty

Glen Mills, PA 484-***-**** *****.*********@*****.***

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