Experience

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  Kaiser Permanente

  • Service Unit Manager

    • Mar 2022 - Present

  • Administrative Services Supervisor

    • Aug 2020 - Mar 2022

• 

  Seeking Employment

  • San Ramon, CA

  • Underwriting/Operations Manager

    • Dec 2018 - Aug 2020
    • San Ramon, CA

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  Bridger Insurance Technology

  • Pleasanton, CA

  • Vice President of Underwriting

    • May 2017 - Dec 2018
    • Pleasanton, CA

    Developed, executed and monitored underwriting processes and strategies to meet or exceed profit/sales objectives. Evaluated effectiveness of underwriting programs, devised new plans and implemented improvements. Coordinated and conducted policy audits. Served as Underwriting Officer. Collaborated with insurance carriers and Department of Insurance. *Effectively interfaced with senior management to deploy key recommendations. *Successfully served as leader, mentor, and resource on underwriting and policy administration.*Implemented new policy management system.

• 

  SCJ Insurance Services

  • United States
  • Insurance
  • 1 - 100 Employee

  • Vice President of Underwriting

    • May 2011 - May 2017

    Developed, executed and monitored underwriting processes and strategies to meet or exceed profit/sales objectives. Evaluated effectiveness of underwriting programs, devised new plans and implemented improvements. Coordinated and conducted policy audits. Served as Underwriting Officer. Collaborated with insurance carriers and Department of Insurance. *Effectively interfaced with senior management to deploy key recommendations. *Successfully served as leader, mentor, and resource on underwriting and policy administration.*Implemented new policy management system.

  • Underwriting Manager

    • Jun 2006 - May 2011

    Managed all aspects of underwriting operations including the review, analyses, auditing and refinement of new and existing policies and claims. Trained new underwriter staff. Mentored team on exceeding company sales/profit goals.*Successfully regulated and negotiated underwriting pricing, coverage, terms/conditions.*Generated revenue streams through forging strong ties with brokers and agents.

  • Underwriting Supervisor

    • Sep 2002 - Jun 2006

    Supervised daily underwriting operations, i.e., monitored phone correspondence, delegated team workload/tasks, as well as managed underwriter and customer service staff. Built and maintained relationships with customers and brokers. Trained and developed staff. Motivated team towards meeting and exceeding company goals.*Authored procedures/manuals for underwriting and customer service.*Worked directly with managers/supervisors to enhance customer service and overall operations.*Tactfully resolved customer complaints and overall retained optimal customer satisfaction levels.

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  Farmers Insurance Group

  • Pleasanton, CA

  • Personal Lines Portfolio Underwriting Supervisor

    • Aug 2000 - Sep 2002
    • Pleasanton, CA

    Supervised underwriting department. Reviewed new applicants, as well as existing policies for underwriting quality and rating classification. Co-facilitated agent meetings, educational agent clinics and trained/developed new underwriters.*Successfully led peers through corporate certification programs.*Modified underwriting processes and achieved stability, risk acceptance improvement and proper classification.*Improved company profitability by advising agents on developing aggressive and strategic action plans.