Bio
Credentials
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Chartered Property Casualty Underwriter (CPCU)
The Institutes CPCU SocietyDec, 2022- May, 2026 -
Program in Supervisory Management (SM)
The InstitutesMar, 2017- May, 2026 -
Associate in Premium Audit (APA)
The InstitutesJan, 2017- May, 2026 -
Associate in General Insurance (AINS)
The InstitutesMar, 2013- May, 2026
Experience
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United States
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Insurance
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700 & Above Employee
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Learning & Knowledge Specialist
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Apr 2020 - Present
Consulting with various departments at UFG to provide solutions to their training, learning, and knowledge needs. I also facilitate some classes as requested.
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Commercial Underwriting Lead
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Jan 2016 - Apr 2020
One of three team leaders in the underwriting support staff (rating) department.Supervises a team of four underwriting assistantsWork directly with both underwriters and the underwriting supervisorAlso perform the same duties listed below for a Rating Associate.
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Customer Service Technician
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Feb 2015 - Jan 2016
Same duties as a rating associate listed below, but with higher authority levels
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Premium Audit Coordinator
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Mar 2014 - Feb 2015
-In house premium auditor with occasional field audits-Managing third party audit vendors as well as outside auditors-Supervising premium audit workflow-Assisting in audit dispute and finding resolutions
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Rating Associate (Underwriting Assistant)
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Jun 2011 - Mar 2014
-Preparing Quotes-Issuing Policies-Applying changes to policies-Proving customer service to agents-Other tasks as assigned by underwriter
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University of Houston-Clear Lake
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Houston, Texas Area
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Financial Aid Student Assistant
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Jan 2010 - Jun 2011
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Houston, Texas Area
-Scanning financial aid documents-Determining the amount of financial aid awarded to students-Answering phones and Faxing-Assisting walk in students-Helping students fill out FAFSAs-Assisting students with scholarship programs-Pull up student information when requested by counselors-Delivering ti...
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Education
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2010 - 2011University of Houston-Clear Lake
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2005 - 2009Texas Tech University
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2008 - 2008Saint Petersburg State Polytechnical University
Suggested Services
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Industry Focus. “Insurance and Risk Management”
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