Underwriter

• Jan 2023 - Present

Underwriter Trainee

• Jan 2021 - Present

Middle Market Account Manager / Underwriting Assistant

• Mar 2019 - Jan 2021

• Supported Middle Market Key Accounts underwriting staff by performing tasks associated with the gathering of information and rating of new business, renewals, and mid-term changes. • Prepared pricing models for underwriting partners including the review of losses, historical data, and catastrophe and terrorism exposures. • Solicited renewal information and analyzed accounts for cross-sell opportunities. • Conducted twice weekly “huddles” with underwriters which focused on a review of account statuses and operational changes, leading to increased efficiency in rating timeliness, policy issuance, and ARN/TORT completion. • Developed favorable relationships with agents, underwriters, and other business partners. Show less

Middle Market Account Manager

• May 2018 - Mar 2019

•Managed book of business with a strong focus on solar energy, construction, and real estate industries. Clients consisted of accounts with premiums as large as $400k. • Performed key service aspects of accounts including quoting, policy review, certificates, and cancellations. • Evaluated the needs of clients through recommending, adding, or removing coverages or endorsements and made sure these changes were processed correctly and in a timely fashion. • Maintained organized client information on agency management system by recording all activities Show less

Select Commercial Lines Account Manager

• Jun 2017 - May 2018

• Managed book of business exceeding $1.5M in revenue. Clients consisted of accounts generating up to $5,000 in revenue across multiple industries including but not limited to construction, homeowner’s associations, and professional services. • Analyzed risks and coverage needs and prepared proposals for new business and renewals. • Exceeded client expectations and assisted in all areas including service questions, coverage explanations, billing, claims, and administrative issues. • Managed book of business exceeding $1.5M in revenue. Clients consisted of accounts generating up to $5,000 in revenue across multiple industries including but not limited to construction, homeowner’s associations, and professional services. • Analyzed risks and coverage needs and prepared proposals for new business and renewals. • Exceeded client expectations and assisted in all areas including service questions, coverage explanations, billing, claims, and administrative issues.

Intern

• May 2016 - Aug 2016

•Participated in a 10-week insurance brokerage program while rotating through five major departments: Personal Lines, Commercial Lines, Employee Benefits, Public Entity, and Marketing •Gained exposure to national insurance companies through carrier meetings and Summer Lunch & Learns •Engaged with Team Leaders and Account Managers on day-to-day responsibilities •Participated in a 10-week insurance brokerage program while rotating through five major departments: Personal Lines, Commercial Lines, Employee Benefits, Public Entity, and Marketing •Gained exposure to national insurance companies through carrier meetings and Summer Lunch & Learns •Engaged with Team Leaders and Account Managers on day-to-day responsibilities