Experience

InShare

• Norway
• Research Services
• 1 - 100 Employee

• Vice President of Underwriting

  • Aug 2023 - Present

  San Antonio, TX

• Director of Underwriting

  • Jan 2023 - Aug 2023

  San Antonio, Texas, United States



Union Standard Insurance Group (a Berkley Company)

• United States
• Insurance
• 100 - 200 Employee

• AVP - Small Commercial Underwriting

  • Mar 2022 - Nov 2022

  San Antonio, Texas, United States Promoted to AVP reporting to the VP of Field Underwriting and accountable for P&L for over $60million in Small Business Premium. Led a cross functional team consisting of 6 UWs reporting to Field Underwriting and 3 AUs and one AU supervisor reporting to Operations. Analyzed premium and loss data on a regular basis to make adjustments to appetite, rates, rules and UW guidance. Accomplishments: - Exceeded plan every month for Total Written Premium and over 100% to plan for New Written… Show more Promoted to AVP reporting to the VP of Field Underwriting and accountable for P&L for over $60million in Small Business Premium. Led a cross functional team consisting of 6 UWs reporting to Field Underwriting and 3 AUs and one AU supervisor reporting to Operations. Analyzed premium and loss data on a regular basis to make adjustments to appetite, rates, rules and UW guidance. Accomplishments: - Exceeded plan every month for Total Written Premium and over 100% to plan for New Written Premium - In July of 2022, 6 Small Business UWs wrote more new business premium that 17 MM UWs - Redeveloped the Small Biz and Middle Market workflows to alignment - Initiated and managed a full review of all Bindable Quote rules for each line of business, increasing pass through rate from 6% to 35%

• Underwriting Manager

  • May 2021 - Mar 2022

  Promoted to Underwriting Manager reporting to the VP of Field Underwriting. Led a fully remote team consisting of 6 UWs and 4 AUs across 5 states. Managed the rate modeling and rules for the online rating platform Accomplishments: - Redesigned the underwriting workflow resulting in an improvement in average new business response time from 5.5 days to 1.2 days. - Discovered and corrected an error in our property rating algorithm resulting in an immediate improvement in new… Show more Promoted to Underwriting Manager reporting to the VP of Field Underwriting. Led a fully remote team consisting of 6 UWs and 4 AUs across 5 states. Managed the rate modeling and rules for the online rating platform Accomplishments: - Redesigned the underwriting workflow resulting in an improvement in average new business response time from 5.5 days to 1.2 days. - Discovered and corrected an error in our property rating algorithm resulting in an immediate improvement in new business production, retention and profitability

• Underwriting Supervisor

  • Mar 2019 - May 2021

  San Antonio, Texas Promoted to Underwriting Supervisor reporting to the VP of Operations. Oversaw a total transformation transitioning the Small Business Unit from a passive, reactionary team receiving and underwriting submissions to a team focused on new business development including effective agency management and account pipelining. Led a hybrid remote team consisting of 7 UWs and 4 AUs geographically dispersed across 5 states. Accomplishments: - Drove profitable growth increasing the Small… Show more Promoted to Underwriting Supervisor reporting to the VP of Operations. Oversaw a total transformation transitioning the Small Business Unit from a passive, reactionary team receiving and underwriting submissions to a team focused on new business development including effective agency management and account pipelining. Led a hybrid remote team consisting of 7 UWs and 4 AUs geographically dispersed across 5 states. Accomplishments: - Drove profitable growth increasing the Small Business Total Written Premium by 43% - Highest ranked UW unit in the company starting in June of 2019 and maintained that spot every month to present - Increased UW Sales Call activity by 240% - Increased team performance and accountability with the creation and implementation an Underwriting Activity Dashboard to drive the targeted underwriting, sales and agency management behaviors - In 2020, converted all Texas Small Business from standard paper to E&S in response to the lack of communicable disease form; converted the entire book back to standard lines when the form was approved by the State of Texas

• Lead Commercial Lines Underwriter

  • Nov 2017 - Mar 2019

  San Antonio, Texas Area Promoted to Lead Underwriter reporting to the Small Business UW Manager. Supervised the Texas Small Business team of 2 UWs and 2 AUs while directly handling a $15 million territory - Top performer in the company, ranking first in New Business to Plan, Loss Ratio, Issue Rate, Retention and Sales Calls for 2018 - UW subject matter expert for the Bindable Auto Quote Rules Engine development project - Responsible for training, development, and mentoring of 2 underwriter trainees

• Commercial Lines Underwriter

  • Jun 2015 - Nov 2017

  Responsible for profitable growth from independent agents for a $10 million Middle Market and Small Commercial territory for new business and renewals in the San Antonio Branch Office - Top performer in the company, ranking first in New Business to Plan, Loss Ratio, Issue Rate, Retention and Sales Calls for 2016 and 2017 - Primary trainer for new underwriters in the San Antonio Branch Office



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Sales Representative

  • Jul 2012 - May 2015

  San Antonio, Texas Area Responsible for profitable growth from over 150 independent agents for both small commercial and personal lines for the Dallas Regional Office - Achieved goals for both Commercial and Personal lines in 2012, 2013, 2014 on track to hit plan for both in 2015 - Grew Personal Lines NWP by 65% and TWP by 17% in 2014 - Responsible for building and maintaining agency relationships, regular sales planning, rolling out new products and pricing programs, maintaining profitability, developing… Show more Responsible for profitable growth from over 150 independent agents for both small commercial and personal lines for the Dallas Regional Office - Achieved goals for both Commercial and Personal lines in 2012, 2013, 2014 on track to hit plan for both in 2015 - Grew Personal Lines NWP by 65% and TWP by 17% in 2014 - Responsible for building and maintaining agency relationships, regular sales planning, rolling out new products and pricing programs, maintaining profitability, developing new appointments, and leveraging agency compensation - Led, organized, and developed content for Central Division weekly team meetings and quarterly Sales Center national meetings - Led sales skill training courses for new and developing sales reps

• Select Customer Underwriter

  • Nov 2010 - Jul 2012

  San Antonio, Texas Area Supported the Northern and Southern California teams as a new business underwriter. Involved a variety of territory management projects including targeting disengaged agents