Carlos Montañez

VP Underwriting Affinity at Berkley Select (a Berkley Company)
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Languages
  • Spanish -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Property & Casulaty Producer
    State of Illinois
    May, 2013
    - Nov, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • VP Underwriting Affinity
      • Oct 2021 - Present

    • United States
    • Insurance
    • 700 & Above Employee
    • AVP, Specialty Programs
      • Dec 2016 - Oct 2021

  • ProAccess, LLC
    • Chicago, IL
    • Assistant Vice President
      • Mar 2013 - Dec 2016

      Responsible for wholesale broking of the following lines of business; Lawyers E&O with UW authority; Medical Professional Liability with UW authority; Miscellaneous Professional E&O; Billing E&O; Data Breach/Cyber; Management Liability and D&O. Responsible for wholesale broking of the following lines of business; Lawyers E&O with UW authority; Medical Professional Liability with UW authority; Miscellaneous Professional E&O; Billing E&O; Data Breach/Cyber; Management Liability and D&O.

    • United States
    • Insurance
    • 400 - 500 Employee
    • Healthcare Professional Liability Underwriter
      • Apr 2004 - Oct 2012

      SPECIAL RISK UNDERWRITER; MEDICAL FACILITIESIndividual risk underwriting for Medical Facilities Professional Liability programs.Assigned underwriter for 10 mid-west brokers and 4 north-east brokers with total gross written premiums exceeding $10million dollars.Responsible for direct marketing and relationship building, through industry trade conventions and off-site broker visits.Worked closely with product management on coverage enhancement from ideas gathered through competitor analysis, product comparisons and current market conditions.Reviewed actuarial loss, retention and premium reports to obtain profitability analysis.Policy renewal review for claims activity and possible future underwriting action.Collaborated with the claims department on common loss activity and possible coverage issues.Kept management apprised of any market developments that can effect business growth or create new opportunities. Show less

    • Special Risk Underwriter
      • Apr 2004 - Oct 2012

      Healthcare Professional Liability Underwriter, Medical Facilities Professional and General Liability

    • Healthcare Professional Liability Underwriter
      • 2004 - 2012

       Reviewed actuarial loss, retention and premium reports to obtain profitability analysis. Policy renewal review for claims activity and possible future underwriting action. Collaborated with the claims department on common loss activity and possible coverage issues. Kept management apprised of any market developments that can effect business growth or create new opportunities. Develop and maintain strong producer relationships through regular communication sessions, association trade meetings and client visits. Direct multiple allied health professional liability programs for allied health professionals such as physical therapist, pharmacists, and physician assistants. Program responsibilities include management of $15 - $20 million in annual premiums. Provide clarification directives to claims administrators regarding policy interpretation. Participate in claims reviews involving claims with a potentially large indemnity payout of $250K and greater. Full product management for non-standard program which requires individual risk analysis, pricing and offering terms for those accounts deemed acceptable within defined target appetite.  Perform regular Managing General Underwriter (MGU) audits to ensure distribution partners are aligned with underwriting philosophy and are operating within defined authority levels.  Analyze loss data to identify and address developing trends both within the professional industry and product level.  Co-facilitate regulatory filings as needed for rate action and policy form revisions. Show less

    • Underwriter
      • May 2004 - Apr 2008

      Develop and maintain strong producer relationships through regular communication sessions, association trade meetings and client visits.Direct multiple allied health professional liability programs for allied health professionals such as physical therapist, pharmacists, and physician assistants. Program responsibilities include management of $15 - $20 million in annual premiums.Provide clarification directives to claims administrators regarding policy interpretation.Participate in claims reviews involving claims with a potentially large indemnity payout of $250K and greater.Full product management for non-standard program which requires individual risk analysis, pricing and offering terms for those accounts deemed acceptable within defined target appetite. Perform regular Managing General Underwriter (MGU) audits to ensure distribution partners are aligned with underwriting philosophy and are operating within defined authority levels. Analyze loss data to identify and address developing trends both within the professional industry and product level. Co-facilitate regulatory filings as needed for rate action and policy form revisions. Show less

Education

  • Columbia College Chicago
    1995 - 1997
  • Kaplan University
    Licensed Property & Casualty Insurance Broker, Professional Liability Insurance
    2013 - 2013
  • Roberto Clemente High School
    General Studies
    1990 - 1994
  • Columbia College, California
    Business Administration
  • International Risk Management Institute

Community

You need to have a working account to view this content. Click here to join now