Experience

Dominion National

• United States
• Insurance
• 100 - 200 Employee

• Director Of Underwriting

  • Sep 2018 - Present

  Comprehensive knowledge of the group and individual dental insurance business, including but not limited to products, operations, rating and risk assessments. Accountable for driving profitable underwriting results through leadership, development and engagement of the Underwriting department. Oversee financial analytics related to overall underwriting, cost of care, as well as administrative costs by line of business and other appropriate measures. Direct resources to deliver quality and timely underwriting decisions in support of the business, producers and members. Responsible for the financial performance (P & L management) within the organization. Conducts financial risk analysis, and provide all underwriting and actuarial services for business initiatives including entry into new markets and segments. Proactively identify issues, provide ideas and makes recommendations in support of the strategic goals of the organization. Set expectations and standards of practice for analysis of underwriting guidelines and other processes. Ensure compliance of legal requirements that align with the organizational, business, and strategic objectives. Manage regulatory requirements with Insurance Regulators and internal and external auditors as needed. Lead as well as collaborate with business development, client engagement, network management and other key departments in support of new and existing business. Ensure implementation of sold and renewing accounts as well as the accuracy of the group contract. Proven ability to develop and accomplish goals through execution of business plans and underwriting strategies. Actively monitors competitors' rates, benefits, and financial arrangements. Provides pricing expertise in support of new marketing, clinical, and product initiatives. Collaborates with Product Teams in the design, pricing and implementation of new products. Show less



Marreel Slater Insurance

• United States
• Insurance
• 1 - 100 Employee

• Financial Consultant

  • Mar 2017 - Sep 2018

  Analytics: Responsible for the development and maintenance of the analytics process. Prepare custom dashboard reports and analysis for specific client needs. Develop or use industry formulas to create basic and complex models to analyze, illustrate, or project loss trends; complete feasibility studies, financial models, and pricing models; evaluate benefits utilization and claims data to assist clients in developing cost management and health risk management strategies. Negotiate renewals, calculate loss projections and set funding rates for self-funded clients. Salesforce Administrator: Manage the Salesforce.com CRM application including ongoing support requests and administrative needs of users by providing prompt and complete resolution to technical challenges and business issues Hands on configuration of Sales Cloud including users, roles, security, profiles, workflow rules, custom objects, etc. Client Management: Main point of contact for the client - addresses questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates on benefits while providing exceptional customer service. Initiates relationships with and communicates with client decision makers and personnel to effectively resolve client concerns. Plan, prioritize, and complete day-to-day workload taking into account new business, renewal business, and day-to-day service responsibilities for my book of business ensuring internal/external deadlines are met. Develop and coordinate the new/renewal marketing strategy and bid process for assigned clients. Develop employee communications materials for open enrollment meetings. Proof booklets and contracts for accuracy; request Schedule As for clients’ IRS Form 5500 filings. Coordinate and conduct education and open enrollment meetings and attend client meetings on or off site as needed. Utilize Employee Navigator for existing client book of business. Show less



United Concordia Dental

• United States
• Insurance
• 700 & Above Employee

• Underwriting Manager

  • Nov 1997 - Feb 2017

  I was initially hired as a Senior Underwriter for my expertise in medical underwriting and was promoted to Western Division Corporate Underwriting Manager in 2002 for my strategic grasp of how to build revenue. I have been in my current role since 2010, and highlights include: → Doubling my initial 5-member team and coaching them to exceed their revenue goals → Dramatically improving both morale and performance → Strategically formulating and executing training and development plans for national partners → Decreasing partner administrative costs by as much as 15% → Successfully increasing new membership → Achieving target loss ratios while maintaining account persistency → Collaborating / developing strong relationships in support of the addition of more than 270 new sales associates from UNUM Show less



Cigna Insurance Services

• United Kingdom
• Insurance
• 500 - 600 Employee

• Underwriter / Underwriting Account Manager

  • May 1994 - Nov 1997

  My individual contributor role at Cigna included managing my own underwriting operations for HMO and indemnity medical, dental, and life insurance for employer groups ranging from 200 to 20K employees. As a dental product expert, I began with a review of presale material, made determinations for quote/no quote decisions, and analyzed current plan design as well as proposed changes on new, renewals, and existing clients. My individual contributor role at Cigna included managing my own underwriting operations for HMO and indemnity medical, dental, and life insurance for employer groups ranging from 200 to 20K employees. As a dental product expert, I began with a review of presale material, made determinations for quote/no quote decisions, and analyzed current plan design as well as proposed changes on new, renewals, and existing clients.