Surety Operations & Contract Underwriting Executive

GENE HOLT, CPCU, CISR

706-***-**** • *********@*****.*** • linkedin.com/in/geneholt

Greater Atlanta Area, GA

QUALIFICATIONS SUMMARY

Results-driven, versatile executive with over 20 years of success driving organizational Surety Operations, claims prevention, investigation and resolution through proven analytical and problem-solving skills. Recognized for consistently establishing strong relationships between senior management, clients and regulatory agencies.

20 years of Surety Underwriting, Financial Analysis, Contract Evaluation

20 years of Contract Underwriting, Analysis and Decision Making

Technical Nationwide State and Federal Regulation Interpretation

Extensive Instructional Design, Implementation and Results Analysis

Successfully established multiple Contract & Commercial Surety Operations

PROFESSIONAL EXPERIENCE

Holt Insurance, LLC 2011-Present

Individual & Group Health Insurance & Surety Bonds

Health Insurance

Independent Contractor for LiveOps

Unum

Independent Contractor for Working Solutions

Turbotax

Toyota Connections

GEORGIA DEPARTMENT OF REVENUE 2011-2019 Training & Development Specialist

Trainer for Taxpayer Services Division

Developed Individual Tax Agents training program

Developed Business Tax Agents training program

Developed Customer Service, Identity Verification and Soft Skills training program

Trained agents in all programs

Selected and managed orientation for new agents

GJ HOLT ENTERPRISES, LLC 2010-2011

Senior Recruiter/Consultant – Surety & Insurance Division

Mergers & Acquisition researcher, developer and analyst

Due Diligence, financial analysis and financial auditing

Recruiter specializing in the Surety and Insurance Industry

Design and implementation client/prospect database system

THE NATIONAL ALLIANCE FOR INSURANCE EDUCATION AND RESEARCH 2008 - 2009

Regional Manager/Southeastern U.S.

Responsible for all business-related educational and training activities within region

Quality Control - Vendor contracts and contract content, course events, and faculty

Course content evaluation, editing, and State and Federal Compliance auditing

CE UNIVERSITY, INC. 2006 - 2008

Senior Compliance Officer

Company liaison to all Insurance Departments nationwide

Formulated compliance program to manage company’s state licenses, course approvals and renewals

Prepared and launched new course submissions

Reviewed course approvals, appeal process and renewal procedures

Quality Control - State and Federal Insurance Compliance Regulations

Prepared SOPs/Plans/Procedures/Contracts

Analyzed and developed compliance database

Proofed and edited courses to comply with State specific issues

METRO BROKERS FINANCIAL 2004 - 2005

Training Specialist/Loan Officer

Authored and developed Mortgage Continuing Education Program

Trained 100+ new real estate agents per month

Taught Continuing Education classes to agents throughout Georgia

Underwrote and closed mortgages, including Conventional, FHA, VA and Non-standard

CH MORTGAGE (D. R. HORTON) 2001 - 2004

Senior Loan Officer

Responsible for marketing and production of loans and mortgages

Developed advertising campaigns and promotional material

Assisted agents, lenders, and buyers with loan programs, including Conventional, FHA and VA loans

NORTH AMERICAN SPECIALTY INSURANCE GROUP (NAS) 1999 - 2001

Regional Surety Manager

Managed $2.5 million book of construction surety business through independent agencies

Responsible for all marketing and underwriting, including client contract approvals and initial claims analysis

Risk Reduction Review and Financial Auditing, and Performance Analysis for all accounts

Risk Management Analysis for Contractors and Commercial Accounts

THE MOUNTBATTEN SURETY COMPANY, INC. 1998 - 1999

Regional Manager

Established and managed regional office for Contract Surety Division

Startup operation in new territory

Responsible for all aspects of operation, establishing new agency contracts, personnel, underwriting and claims management and client retention

VAN-AMERICAN COMPANIES 1996 – 1998

Vice President/Director of Marketing

Managed all marketing activities throughout the United States and Canada for Environmental Specialty Insurance and Surety Company

Formulated and negotiated company contracts

Responsible for forecasting, budgeting, claims management, financial planning, media presentations and advertising

Prepared, negotiated and implemented acquisition proposals

Established and developed new products/programs

SELECTED CERTIFICATIONS

CPCU Designation (Chartered Property & Casualty Underwriter)

CISR Designation (Certified Insurance Service Representative)

Life, Accident & Health License – State of Georgia

Property & Casualty License – State of Georgia

EDUCATION

B.S. in Industrial Management, Minor in Industrial Relations, University of Alabama

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