Experience

Method Workers' Comp

• United States
• Insurance
• 100 - 200 Employee

• Senior Production Underwriter CA Workers Compensation

  • Jan 2023 - Present

• Production Underwriter II CA Workers Compensation

  • Feb 2021 - Jan 2023

  • Understanding and knowledge of insurance risk and carrier appetite• Assess submission applications, loss runs, experience mod worksheets and other supplemental information that pertains to a specific risk exposure(s)• Analyze risk vs exposure in terms of rating, quoting, and binding accounts within specified underwriting guidelines• Understanding of market and competitor environment to provide insight and input on pricing and marketing strategies• Collaborates with internal staff to ensure that accounts are brought through the Lifecycle of a Submission and carried into production results accordingly• Liaison between our Agency Partners and other internal functions such as loss control, claims, business development, marketing, and Method’s Specialty Workers’ Compensation Program• Manage assigned agents efficiently including production reviews, providing Exceptional Service through responsive and timely communication, and effectively work through channel conflicts and/or expectation levels• Meet/exceed performance expectations including managing submissions, quotes, and binders each week/month based on assigned metric goals• Document all activity including contacts, calls (phone or in-person), appointments, and opportunities within our Agency Relationship Management (ARM) system



Breckpoint

• United States
• Insurance
• 1 - 100 Employee

• Underwriter

  • Jul 2020 - Feb 2021

  ● Process and underwrite new business applications. ● Process any rate and payroll adjustments for existing members. ● Maintain strong relationships with brokers, sales reps, loss control personnel, excess insurance carriers, and internal departments. ● Participate in data management and reporting projects. ● Collect and analyze data required for financial audits, compliance audits, and other regulatory audits. ● Compile underwriting status reports for presentation at monthly, quarterly, and annual board meetings.



Burns & Wilcox

• Insurance
• 700 & Above Employee

• Underwriting Assistant

  • Oct 2019 - Mar 2020

  Surplus lines underwriting brokerage​. ● Service a book of business under the direct supervision of an underwriter ● Log applications, prepare binders, and process policies and endorsements. ● Bind risk, post the invoice and process technical data. ● Process renewal applications and send out renewal letters with underwriter approval. ● Assist with new business development ● Order and follow up on inspections and handle endorsement requests and referrals for the underwriter. ● Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file



Sutherland

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Team Lead Manager- Seasonal Campaign

  • Aug 2019 - Oct 2019

  Seasonal manager for call center operations for the nations telecommunications client. Contract dispute for channels between our client and a network provider. Seasonal manager for call center operations for the nations telecommunications client. Contract dispute for channels between our client and a network provider.



Sutherland Healthcare Solutions

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Commerical Underwriting Assistant

  • Jan 2017 - Oct 2019

  Commercial Insurance Campaign Hiscox- April 2018- present ● Strong knowledge in Commercial insurance products- Errors and Omissions, Commercial General Liability, and Business Owners Policy’s. ● Endorsed and assisted in underwriting policies nationwide (non resident license in 49 states). ● Quote responsibilities include additional classes of businesses, review of services, premiums over 10k, BOP coastal commerical properties review, etc. ● Providing processes and claims assistance to claims counsel. Claims authority up to $50k per claim and/ or a frequency of 3 or below. ● Managing relationships with brokers including acting as a dedicated source. Personal Lines Campaign USAA- March 2017- April 2018 ● Product knowledge in Auto, Homeowners, Renters, and Floater insurance. ● Senior consultant- provided extensive floor support to inbound insurance agents. ● Answered any escalated questions or concerns from members. ● Explained coverage and billing options to customers. ● Multiple self made presentations regarding procedures and guidelines to stay within compliance became corporate module.



Sitel Group

• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Insurance Billing Agent

  • Jun 2016 - Mar 2017

  Senior billing representative for military based insurance company. ● Advised members of upcoming payments. ● Provided clarity on prorated increase, renewal payments, and expansion of product cost Senior billing representative for military based insurance company. ● Advised members of upcoming payments. ● Provided clarity on prorated increase, renewal payments, and expansion of product cost