Senior Account Manager

• Mar 2022 - Present

Account Manager

• Feb 2020 - Mar 2022

Underwriting Associate

• Jun 2017 - Feb 2020

Underwrite medical malpractice insurance by reviewing applications and supplemental information to analyze an insured’s eligibility within guidelines and profitability margins; calculate rates and premium charges and assign necessary forms to properly place desired business within company’s terms and conditions; review monthly renewals to maintain book of business and take action on accounts deemed high-risk; provide customer service to brokers to maintain relationships and develop additional new business; detail and analyze situations and provide recommendations to upper management on complex issues; train new hires on underwriting guidelines and procedures while demonstrating best practices on servicing accounts using underwriting tools and resources.

Assistant Account Manager

• Apr 2015 - Jun 2017

Serviced worker’s compensation accounts according to agency procedures and standards of agents and insured alike; ordered, analyzed, and processed change requests for current and renewal policies from both insureds and carriers; developed, retained, and grew relationships between insureds, agents, and carriers throughout policy life cycle; evaluated and created audit disputes by obtaining applicable information and providing to the carrier for review and revision; reviewed account billing history to communicate with agents regarding policy status and followed necessary protocol to ensure continuous coverage; quoted renewals to reserve markets, sent renewal quotes to agents, ensured renewal pricing was competitive, and serviced any policy change requests on renewals; provided customer service to agents and insureds regarding billing, audits, claims, and general policy inquiries.