Experience

Ohio Insurance Agents Association, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Director of Risk Management

  • Nov 2021 - Present

• Agency Services Manager

  • Jul 2019 - Nov 2021



Nationwide Brokerage Solutions

• Sr. Analyst Brokerage Placement

  • Sep 2014 - Jun 2019

  • Accepts, retains and prices Personal Lines insurance products in conformance with established underwriting policies, practices and standards of the markets represented in wholesale operations. • Provides underwriting services, consultation, and training. • Partners with agent to secure additional information to obtain quote. With guidance, determines all applicable contracts and forms. Communicates with carrier’s functional areas relating to policy issues, rates, endorsements… Show more • Accepts, retains and prices Personal Lines insurance products in conformance with established underwriting policies, practices and standards of the markets represented in wholesale operations. • Provides underwriting services, consultation, and training. • Partners with agent to secure additional information to obtain quote. With guidance, determines all applicable contracts and forms. Communicates with carrier’s functional areas relating to policy issues, rates, endorsements, corrections or changes. • Analyzes, evaluates, and prepares underwriting data and submission documentation according to carrier and brokerage specifications. • Monitors the submission process and expedites individual accounts when required. • Maintains knowledge on program changes; responsible for monitoring legislation and regulation that impact assigned agents. Establishes and maintains effective relationships with agents in order to generate premium dollars and profitably. • Acts as a resource for training for less experienced staff Show less • Accepts, retains and prices Personal Lines insurance products in conformance with established underwriting policies, practices and standards of the markets represented in wholesale operations. • Provides underwriting services, consultation, and training. • Partners with agent to secure additional information to obtain quote. With guidance, determines all applicable contracts and forms. Communicates with carrier’s functional areas relating to policy issues, rates, endorsements… Show more • Accepts, retains and prices Personal Lines insurance products in conformance with established underwriting policies, practices and standards of the markets represented in wholesale operations. • Provides underwriting services, consultation, and training. • Partners with agent to secure additional information to obtain quote. With guidance, determines all applicable contracts and forms. Communicates with carrier’s functional areas relating to policy issues, rates, endorsements, corrections or changes. • Analyzes, evaluates, and prepares underwriting data and submission documentation according to carrier and brokerage specifications. • Monitors the submission process and expedites individual accounts when required. • Maintains knowledge on program changes; responsible for monitoring legislation and regulation that impact assigned agents. Establishes and maintains effective relationships with agents in order to generate premium dollars and profitably. • Acts as a resource for training for less experienced staff Show less



State Auto Insurance

• United States
• Insurance
• 700 & Above Employee

• Personal Insurance Underwriter Trainer

  • Sep 2013 - Sep 2014

  • Responsible for training within the Personal Insurance Underwriting Division. This includes the on boarding of all new hires, continued training for experienced underwriters, and providing one-on-one training to underwriters as needs arise. • Work with Underwriting Management and Personal Insurance Division Training Administrator to analyze training needs and determine the best way to deliver the training. • Assist Underwriting Management with underwriter audits, division consistency,… Show more • Responsible for training within the Personal Insurance Underwriting Division. This includes the on boarding of all new hires, continued training for experienced underwriters, and providing one-on-one training to underwriters as needs arise. • Work with Underwriting Management and Personal Insurance Division Training Administrator to analyze training needs and determine the best way to deliver the training. • Assist Underwriting Management with underwriter audits, division consistency, and special projects as assigned. Create Action Plans based off the results of the conducted Underwriting Audits. • Develop and conduct training based off the discovered needs. • Develop and publish company training materials including maintenance of the various Personal Insurance Underwriting Reference Guides and other training materials made available to the underwriters. • Underwriting of the company account policies. • Possess and able to convey a strong knowledge of products, pricing structure, philosophy, systems, and state specific laws/rules/regulations.

• Personal Lines Underwriter Sr

  • Dec 2007 - Dec 2013

  • Leader/mentor for the KY team when new hires have joined State Auto. • Trained and mentored the past 4 new team members • Conduct manager audits for team reviews • Successfully developed and implemented Agency Management Programs • Worked on the Apollo Rules project the involved reviewing all personal lines rules that kick out for referrals to the underwriters. Implemented an approach to improve the number of referrals that underwriters receive. • Received Kudos from… Show more • Leader/mentor for the KY team when new hires have joined State Auto. • Trained and mentored the past 4 new team members • Conduct manager audits for team reviews • Successfully developed and implemented Agency Management Programs • Worked on the Apollo Rules project the involved reviewing all personal lines rules that kick out for referrals to the underwriters. Implemented an approach to improve the number of referrals that underwriters receive. • Received Kudos from satisfied customers and exceeded expectations in my audits during audit reviews • Earned the Senior designation in April 2010