Experience

Hiscox USA

• United States
• Insurance
• 300 - 400 Employee

• Senior Program Manager -Delegated Authority

  • Sep 2022 - Present

  WFH Establish procedures and guidelines for internal Delegated Authority operations. Work with Delegated Authority partners to ensure program compliance. Work with internal teams to evaluate programs for onboarding or offboarding based on fit and performance. Assist with project/enhancement delivery. Track budget progress and forecast premium volumes.

• Delegated Authority Program Manager - Underwriting

  • Nov 2021 - Sep 2022

  Worked with Delegated Authority partners to remediate audit results and ensure compliance with program guidelines. Provided bulletins and moratoriums to partners and verified implementation. Established relationships to foster profitable growth.



Wisconsin Reinsurance Corporation

• United States
• Insurance
• 1 - 100 Employee

• Senior Manager - 1st Auto Underwriting and Marketing

  • Nov 2017 - Nov 2021

  Madison, Wisconsin Area *Oversee 1st Auto Underwriting, Billing and Marketing departments. *Recommend and implement necessary staff/position changes within department; develop staff. This has resulted in aligning task to talent, shifting from processing to analytical decision-making, and increased service levels for staff. We have doubled the volume of calls handled while cutting the unanswered/voicemail call percentages by half across multiple hunt groups. *Assist with rate and performance analysis for… Show more *Oversee 1st Auto Underwriting, Billing and Marketing departments. *Recommend and implement necessary staff/position changes within department; develop staff. This has resulted in aligning task to talent, shifting from processing to analytical decision-making, and increased service levels for staff. We have doubled the volume of calls handled while cutting the unanswered/voicemail call percentages by half across multiple hunt groups. *Assist with rate and performance analysis for personal auto, business auto, personal/farm umbrella and personal/farm liability lines of business across 6 states. This reversed a trend of stagnant/decreasing policy counts and written premium; now seeing 10-20% growth in policy and premium counts. *Develop marketing plans and strategies aligned with corporate goals, including PR functions. *Develop and maintain guidelines and procedures for 1st Auto underwriting, billing and marketing. *Provide training and educational opportunities to staff and agents, including creation and delivery of CE programs and creative team-building exercises. *Serve as underwriting lead for policy administration system conversion project. *Ensure 1st Auto functions as a vital partner to WRC for re-insured mutual company clients.

• 1st Auto Underwriting Manager

  • Mar 2014 - Oct 2017

  Madison, Wisconsin Area *Set department mission and vision; aligned department goals with corporate goals; drove culture of teamwork. *Aligned task to talent for staff ranging from Production Room to Senior Underwriter while allowing for individual interests and advancement. Worked closely with senior staff to set staffing levels and recruit talent. *Created and monitored production metrics for staff. Coached staff to improve quality and efficiency. *Worked closely with senior staff to set underwriting rules… Show more *Set department mission and vision; aligned department goals with corporate goals; drove culture of teamwork. *Aligned task to talent for staff ranging from Production Room to Senior Underwriter while allowing for individual interests and advancement. Worked closely with senior staff to set staffing levels and recruit talent. *Created and monitored production metrics for staff. Coached staff to improve quality and efficiency. *Worked closely with senior staff to set underwriting rules and rates for personal auto, commercial auto, farm truck, umbrella and home/farm liability products. *Monitored marketing reports for feedback from agents; analyze and create action plans to address areas of concern. *Underwriting Lead for policy administration system update.



Ameriprise Auto & Home Insurance

• United States
• Insurance
• 100 - 200 Employee

• Underwriting Supervisor

  • Jul 2013 - Feb 2014

  *Lead a team of underwriters and associate underwriters; included hiring, ongoing training and development and retention of staff. Conducted monthly 1:1 meetings as well as informal touchpoints as needed. Coordinated with peers to present consistent leadership to overall underwriting team *Monitored workload volume and turn-around times for underwriting staff to be sure tasks were completed in a timely manner and commitments to other business areas were met *Monitored online quoting… Show more *Lead a team of underwriters and associate underwriters; included hiring, ongoing training and development and retention of staff. Conducted monthly 1:1 meetings as well as informal touchpoints as needed. Coordinated with peers to present consistent leadership to overall underwriting team *Monitored workload volume and turn-around times for underwriting staff to be sure tasks were completed in a timely manner and commitments to other business areas were met *Monitored online quoting platform results to validate consistency and expected results of underwriting enhancements. Looked for opportunities to improve online experience without sacrificing bottom line results. Engaged vendors to verify credit, loss and reconstruction calculation results as needed *Implemented workload tracking and projections by policy and role to better predict workload and staffing needs *Partnered with claims personnel to develop and facilitate training of policy language relationship to underwriting guidelines and impacted business practices; course approved for 3 sales and claims continuing education credits. Represented underwriting on additional training and panel discussion to explain how business areas impact one another

• Senior Underwriter

  • Oct 2010 - Jul 2013

  *Participated on cross-functional projects to enhance and expand online home quoting capabilities, including development of requirements for enhancements and new states and writing/executing test plans *Identified, evaluated and communicated impacts to business processes of project and guideline changes, both within underwriting and in areas impacted by underwriting processes, such as sales or support *Participated in new hire training, business development training courses and department… Show more *Participated on cross-functional projects to enhance and expand online home quoting capabilities, including development of requirements for enhancements and new states and writing/executing test plans *Identified, evaluated and communicated impacts to business processes of project and guideline changes, both within underwriting and in areas impacted by underwriting processes, such as sales or support *Participated in new hire training, business development training courses and department training and development through classroom instruction and individual audit process *Responded to consumer complaints regarding underwriting practices *Reviewed referrals exceeding underwriter and associate underwriter authority level, provided meaningful feedback on decision process and risk evaluation

• Underwriter I

  • May 2009 - Oct 2010

  *Monitored underwriting performance metrics for personal auto, home and umbrella insurance in a territory of 5 states and implement action plans for metrics not meeting performance goals *Developed associate underwriter staff assigned to territory *Participated on cross-functional team in testing and implementation of online home quoting site *Led or participated in numerous state-specific enhancement projects for assigned territory

• Associate Underwriter

  • Nov 2007 - May 2009

  *Reviewed new business applications for personal lines auto, home and umbrella policies *Led group presentation of accepting/dealing with change *Led and participated in home valuation conversion and personal client contact with selected policyholders; co-trained project team



Ameriprise Auto & Home Insurance Agency

• Sales Agent

  • Feb 2005 - Nov 2007

  *Sold specialty lines insurance products such as umbrella, flood, boat and RV through a variety of partner companies