PROFILE
Commercial Underwriting – Multi Line Commercial Underwriter with small to
middle market expertise, underwriting workers compensation, property, general liability, auto, umbrella, inland marine and crime. Agent relationships include the Tri-State and Mid-Atlantic Regions. Background underwriting various classes of business. Skill sets include evaluating, negotiating, placing, maintaining and growing business. Expertise in managing agency books.
Training Manager - Developed and conducted training for Small Business Department.
Identified on-going development needs, designed and conducted training sessions.
Quality Control - Developed and headed company wide Quality Development Program.
Skills: Underwriting, time management, organization, problem solving, negotiation, sales, training abilities, motivation, public speaking, team leader, computer programs.
PROFESSIONAL EXPERIENCE
State Auto Insurance - 2007 – Present
Middle Market Commercial Lines Underwriting Technician II
* Conduct preliminary account review of all new business.
* Secure underwriting information in accordance with guidelines.
* Responsible for underwriting commercial multi line property and casualty
accounts(workers compensation, general liability, property, auto, umbrella).
Premium range from 20K-100K+. Underwrite broad based classes of business.
* Process all new business, renewals, endorsements, cancellations.
* Meet departmental goals, service standards and objectives.
* Stay current on industry changes through education, courses, bulletins,
publications and seminars.
Additional Office Title- Administrative Assistant / Office Manager
* Handles correspondence
* Billing/accounts payable, accounts receivable
* Supply orders
* Completion of expense reports
* Travel arrangements
* Event planning
* Participate in special projects as instructed by management.
St. Paul - 1986 – 2006
Commercial Lines Underwriter
* Manage 230 agencies estimated book value over $50,000,000
Developed and maintained relationships with independent agencies.
* Provided excellent client service to deepen relationships and enhance sales
opportunities.
* Line of business handled - Property & Ge, Business Auto, Inland Marine,
Crime, Workman’s Compensation and Umbrella.
* Account premiums handled - $500 to $250,000.
* Territories handled: Maryland, Pennsylvania, New Jersey, New York,
DC, Virginia, West Virginia, North Carolina, South Carolina, Ohio,
Kentucky, Illinois, Indiana, Michigan & California.
* Evaluate, negotiate and place new business.
* Underwrite, review and take actions where needed on renewal book of business.
* Resolve discrepancies concerning accounts, clients or agencies.
* Complete correspondence, documents, analysis and reports.
* Research current laws, standards and market flow.
* Facilitate and participate in meetings and events.
* Develop, coordinate and conduct training activities and classes.
* Market products to agents.
* Manage support team up to 20 people.
* Participated in interviewing and hiring for the Small Business Department
Training Manager
* Developed training program for Small Business department.
* Trained all newly hired employees.
* Identified on-going training needs and set up training sessions.
* Coordinated with Product development concerning new products.
Quality Control Coordinator
* Developed company-wide quality control program.
* Headed up quality control for Small Business Department
EDUCATION
* Professional Designation - AIC and AU
* Towson University. Essex Community College
* Business courses - Time Management, Training Techniques, Business Management,
Training Facilitator, Motivation & Public Speaking, Problem Solving, Sign Language,
Typing and Computer Courses (excel, word, power-point, and various work related
systems)
** References provided upon request **