Experience

Helmsman Management Services LLC

• United States
• Insurance
• 1 - 100 Employee

• Manager - TPA Operations / Manager - Operations Excellence

  • Feb 2018 - Present

  Boston, MA • Oversee team responsible for ensuring that Helmsman's contractual commitments are met for all carrier relationships and assigned risk business by working closely with internal service partners and external vendors. • Responsible for assigned risk business acquisition and retention process, including relationship management, RFP response development, and operationalizing contracts post-award. Since 2015, have increased Liberty Mutual’s assigned risk market share by over 5 percentage… Show more • Oversee team responsible for ensuring that Helmsman's contractual commitments are met for all carrier relationships and assigned risk business by working closely with internal service partners and external vendors. • Responsible for assigned risk business acquisition and retention process, including relationship management, RFP response development, and operationalizing contracts post-award. Since 2015, have increased Liberty Mutual’s assigned risk market share by over 5 percentage points, added 5 new state contracts, and strengthened relationships with plan administrators and state regulators. • Manage development and maintenance of internal procedural documents and knowledge management sites for CSO. Serve as referral resource for underwriting and inside audit questions from CSO Operations staff. • Monitor compliance results for all service partners and address any concerns as required. Serve as SME resource for development of quality control programs that assess adherence to contractual requirements. Manage all plan administrator and state audits. In 2017, maintained overall commendable rating on NCCI triennial onsite audit with improvement in final score. • Resolve customer issues that rise to the regulatory level. Show less



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Product Manager

  • Oct 2014 - Feb 2018

  • Oversee team responsible for ensuring that Liberty Mutual's contractual commitments are met for assigned risk or other fully reinsured program business by working closely with internal service partners and external vendors. • Responsible for business acquisition and retention process, including relationship management, RFP response development, and operationalizing contracts post-award. Since 2015, have increased Liberty Mutual’s assigned risk market share by over 5 percentage points… Show more • Oversee team responsible for ensuring that Liberty Mutual's contractual commitments are met for assigned risk or other fully reinsured program business by working closely with internal service partners and external vendors. • Responsible for business acquisition and retention process, including relationship management, RFP response development, and operationalizing contracts post-award. Since 2015, have increased Liberty Mutual’s assigned risk market share by over 5 percentage points, added 5 new state contracts, and strengthened relationships with plan administrators and state regulators. • Manage development and maintenance of internal procedural documents and knowledge management sites for CSO. Serve as referral resource for underwriting and inside audit questions from CSO Operations staff. • Monitor compliance results for all service partners and address any concerns as required. Serve as SME resource for development of quality control programs that assess adherence to contractual requirements. Manage all plan administrator and state audits. In 2017, maintained overall commendable rating on NCCI triennial onsite audit with improvement in final score. • Resolve customer issues that rise to the regulatory level

• Underwriting Specialist

  • Jun 2006 - Oct 2014

  Charlotte, NC and Columbia, MD • Job requires working collaboratively with Agents, other Underwriters and internal service partners in the preparation of renewals and new business proposals. Experience underwriting all primary lines of coverage, with expertise in Workers Compensation, Business Auto and General Liability. Rating plan experience includes guaranteed cost, large deductibles, retrospective plans, dividends and SIR’s. • Currently manage a $12.5M renewal book of accounts in the Middle Market segment for key… Show more • Job requires working collaboratively with Agents, other Underwriters and internal service partners in the preparation of renewals and new business proposals. Experience underwriting all primary lines of coverage, with expertise in Workers Compensation, Business Auto and General Liability. Rating plan experience includes guaranteed cost, large deductibles, retrospective plans, dividends and SIR’s. • Currently manage a $12.5M renewal book of accounts in the Middle Market segment for key agent and broker partners in VA, DC and MD region. • Industry specialties include Real Estate and Hospitality but currently underwriting all industries within the Middle Market segment. • Consistently writing $3M to $4M of new business each year. • Contributed as a subject matter expert to the Systems team developing a new underwriting platform for all of Commercial Markets within Liberty Mutual. Projects have included development of a new proposal, policy form rules and requirements, and reinsurance request requirements. Requires coordination between Business Analysts and IT to develop requirements and detailed specifications. • Department resource for underwriting systems and underwriting process. Conducted numerous trainings for local office to assist in employee development.



Towers Perrin

• Actuarial Associate

  • 2005 - 2006

  Charlotte, NC • Responsible for day to day support of client activities for the Health and Welfare practice. Perform financial analysis and data management. • Researched new market initiates, and analyze impact for clients. • Vendor/client main source of contact. Supported consultants and principals in providing information to the client on time and accurately. • Performed testing for eValuator tool sold by Towers Perrin to clients. Tested each client personalized tool to ensure that each client… Show more • Responsible for day to day support of client activities for the Health and Welfare practice. Perform financial analysis and data management. • Researched new market initiates, and analyze impact for clients. • Vendor/client main source of contact. Supported consultants and principals in providing information to the client on time and accurately. • Performed testing for eValuator tool sold by Towers Perrin to clients. Tested each client personalized tool to ensure that each client was receiving a tool with proper calculations and correct benefit information. • Supported marketing efforts to gain new clients and additional business opportunities with current clients • Worked on teams both locally and cross-office Show less



Anthem Blue Cross Blue Shield

• 1 - 100 Employee

• Actuarial Associate

  • 2003 - 2005

  Richmond, VA • Provided support for maintenance and updates of Tabular Rating System. Coordinate quarterly updates for trend and model improvements. Develop updated factors with annual experience updates. Assist IT programmers with model improvements and testing. Evaluate reasonableness of results for each update. • Provided on-call support for ad-hoc underwriting non-standard pricing requests. Research and supply claims adjustments for benefits that cannot be priced by available methods. Maintain… Show more • Provided support for maintenance and updates of Tabular Rating System. Coordinate quarterly updates for trend and model improvements. Develop updated factors with annual experience updates. Assist IT programmers with model improvements and testing. Evaluate reasonableness of results for each update. • Provided on-call support for ad-hoc underwriting non-standard pricing requests. Research and supply claims adjustments for benefits that cannot be priced by available methods. Maintain and develop pricing models to provide accurate adjustments for common requests. • Organized 100+ and Voluntary Dental Pricing. Developed quarterly dental rates and created rate filings. Maintained dental rate calculator for underwriters with current rates, and update as needed for changes in standard product offerings. Show less