Alyssa Preidt, ARM

Underwriting and Claims Manager at Capterra Risk Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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Credentials

  • Associates in Risk Management (ARM)
    The Institutes
    Oct, 2019
    - Nov, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Underwriting and Claims Manager
      • Jul 2022 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Underwriting and Claims Specialist
      • May 2021 - Jul 2022

      • Developed a database used to track, manage, and manipulate data concerning claims processing, renewal processing, captive entity and coverage information • Assisted with business development functions including risk assessment calls, reviews of existing commercial policies held by proposed insureds, identified gaps in coverage, analyzed and evaluated risks, and developed insurance programs with actuaries • Assisted with claims handling functions for captive insureds by communicating with TPAs, reviewing decisions regarding coverage, determined the legitimacy of claims, assisted in calculation of claim values, and processed finalized claims Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Associate Underwriter
      • Sep 2019 - May 2021

      • Accurately priced individual risks, analyzed loss and risk information, and recognized file inconsistencies to write profitable commercial property and casualty business • Acted as liaison between the market partners and agency partners to find solutions for clients’ insurance needs • Applied strong analytical skills and demonstrated the ability to interpret data, identify trends, and draw conclusions • Demonstrated the ability to operate with a sense of urgency and make sound business decisions in a timely manner • Performed exceptional customer service, multitasking, and time management skills to quickly handle all clients’ needs and concerns to ensure client satisfaction • Attended to clients’ needs and coordinated with team members to accomplish tasks and goals while exceeding expectations Show less

  • Hamilton Captive Management
    • Hilton Head Island, SC
    • Underwriting Associate/Risk Analyst
      • Aug 2018 - Sep 2019

      • Facilitated the establishment and ongoing management of captive insurance companies for privately held businesses across all industry sectors • Assisted in the custom tailoring of each captive insurance program relative to the exposures of the affiliated business identified through an analysis of the existing commercial insurance program • Identified critical gaps in coverage and opportunities to utilize the captive insurance company to generate underwriting profit • Became well versed in the operations and finances of each business and developed a thorough understanding of a broad spectrum of both traditional and non-traditional property, casualty, and specialty insurance coverages and policies • Participated in the annual renewal of each captive insurance company program and continually sought all opportunities to enhance the value proposition of the captive for each client Show less

    • United States
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • International Procurement
      • May 2018 - Jul 2018

      • Analyzed inventory and sales trends using daily rates or sale and lead time on purchase orders to forecast inventory for the year• Calculated formulas to activate an inventory alert and suggested quantity to order once quantities reached below a threshold• Communicated with external partners in China to design and manufacture high quality products at competitive prices

    • Website Systems Administrator
      • Dec 2017 - May 2018

      • Compiled data and specifications in assistance with the updating, upgrading, and maintenance of the company’s current website• Collaborated with managers and team members concerning tactics and strategies to accomplish the new website data upload

    • United States
    • Financial Services
    • 700 & Above Employee
    • Retail Financial Services Risk Management Intern
      • May 2017 - Aug 2017

      • Assisted in identifying gaps pertaining to team capacity • Planned, facilitated, and provided proper opportunities for RR Donnelley to observe the RFS Risk Management team's processes • Ensured the transition of work to RR Donnelley was in accordance with the CRO's standards • Assisted on projects centered around Risk Appetite, Reputational Risk Impact, and Quality Assurance Standards • Assisted in identifying gaps pertaining to team capacity • Planned, facilitated, and provided proper opportunities for RR Donnelley to observe the RFS Risk Management team's processes • Ensured the transition of work to RR Donnelley was in accordance with the CRO's standards • Assisted on projects centered around Risk Appetite, Reputational Risk Impact, and Quality Assurance Standards

    • Server Trainer
      • May 2016 - Aug 2017

      • Mentor potential servers floor staff, training them to meet guest service expectations and to master sales techniques • Demonstrate exceptional interpersonal skills while working in a high pressure and fast paced environment • Mentor potential servers floor staff, training them to meet guest service expectations and to master sales techniques • Demonstrate exceptional interpersonal skills while working in a high pressure and fast paced environment

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Management Intern
      • Jan 2017 - Apr 2017

      • Assist in the selection of ideal clients, building financial portfolio, selection of diverse investments, and follow up client connection • Calculate investments delegated to stock, term life insurance, whole life insurance, IRAs, and 401Ks for investment diversification • Assist in the selection of ideal clients, building financial portfolio, selection of diverse investments, and follow up client connection • Calculate investments delegated to stock, term life insurance, whole life insurance, IRAs, and 401Ks for investment diversification

    • United States
    • Construction
    • Office Associate
      • Aug 2016 - Jan 2017

      • Managed finances and QuickBooks accounts to keep record of cash in and out flows along with balancing bank statements • Prepared and manage organized filing system that provides ideal results for invoices and administrative paperwork • Managed finances and QuickBooks accounts to keep record of cash in and out flows along with balancing bank statements • Prepared and manage organized filing system that provides ideal results for invoices and administrative paperwork

    • United States
    • Restaurants
    • 400 - 500 Employee
    • Server, Server Assistant, and Hotess
      • Jun 2015 - Apr 2016

      • Assisted in the daily opening and closing operations of the restaurant to provide a clean and efficient work environment • Ensured guest experience is optimal by communicating clearly and promptly with guests, coworkers, and managers • Assisted in the daily opening and closing operations of the restaurant to provide a clean and efficient work environment • Ensured guest experience is optimal by communicating clearly and promptly with guests, coworkers, and managers

    • America Reads Tutor
      • Sep 2014 - May 2015

      • Enhanced second grade students’ education through furthered focus on phoenix, vocabulary, comprehension, and vocabulary • Identified the needs of several students and developed each an individualized learning plan to help them obtain their goals • Enhanced second grade students’ education through furthered focus on phoenix, vocabulary, comprehension, and vocabulary • Identified the needs of several students and developed each an individualized learning plan to help them obtain their goals

Education

  • University of North Carolina at Charlotte
    B.S.B.A, Finance with Concentration in Risk Management and Insurance
    2014 - 2018

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