Experience

Marsh Pointe Insurance

• United States
• Insurance
• 1 - 100 Employee

• Senior Commercial Lines Account Manager

  • Jun 2017 - Present

  Work directly with Producer and Insurance Company representatives to market new and renewal accounts. Prepare Proposals to illustrate coverage being proposed to clients. Secure changes on existing policies and secure underwriting information as required by Insurance Companies. Work directly with Clients to answer incoming calls/questions on coverage and billings, provide quotes, facilitate changes in existing coverage, obtain underwriting information and assist in the claims process. Issue… Show more Work directly with Producer and Insurance Company representatives to market new and renewal accounts. Prepare Proposals to illustrate coverage being proposed to clients. Secure changes on existing policies and secure underwriting information as required by Insurance Companies. Work directly with Clients to answer incoming calls/questions on coverage and billings, provide quotes, facilitate changes in existing coverage, obtain underwriting information and assist in the claims process. Issue Certificates of Insurance, Evidence of Property Insurance, Auto Insurance ID Cards and Insurance Binders to evidence coverages. Online quoting for new/renewal policies and/or changes for existing policies. Show less Work directly with Producer and Insurance Company representatives to market new and renewal accounts. Prepare Proposals to illustrate coverage being proposed to clients. Secure changes on existing policies and secure underwriting information as required by Insurance Companies. Work directly with Clients to answer incoming calls/questions on coverage and billings, provide quotes, facilitate changes in existing coverage, obtain underwriting information and assist in the claims process. Issue… Show more Work directly with Producer and Insurance Company representatives to market new and renewal accounts. Prepare Proposals to illustrate coverage being proposed to clients. Secure changes on existing policies and secure underwriting information as required by Insurance Companies. Work directly with Clients to answer incoming calls/questions on coverage and billings, provide quotes, facilitate changes in existing coverage, obtain underwriting information and assist in the claims process. Issue Certificates of Insurance, Evidence of Property Insurance, Auto Insurance ID Cards and Insurance Binders to evidence coverages. Online quoting for new/renewal policies and/or changes for existing policies. Show less



Carolina Casualty Insurance Co

• Technical Compliance Analyst I

  • Feb 2006 - May 2017

  Maintain and update company forms database, company forms and rate/rule manuals on Network, Extranet and Intranet. Research and interpret ISO Circulars, state laws, statutes and bulletins. Research requirements, prepare materials, create and monitor electronic rate/rule/form filings in SERFF. Research and respond to inquires from company personnel and Insurance Departments. Create Change Management Directives for policy issuance and rating system. Maintain agent database, compile and… Show more Maintain and update company forms database, company forms and rate/rule manuals on Network, Extranet and Intranet. Research and interpret ISO Circulars, state laws, statutes and bulletins. Research requirements, prepare materials, create and monitor electronic rate/rule/form filings in SERFF. Research and respond to inquires from company personnel and Insurance Departments. Create Change Management Directives for policy issuance and rating system. Maintain agent database, compile and distribute Product Change Bulletins. Content manager for department page on Company Portal in SharePoint. Special projects as assigned. Show less Maintain and update company forms database, company forms and rate/rule manuals on Network, Extranet and Intranet. Research and interpret ISO Circulars, state laws, statutes and bulletins. Research requirements, prepare materials, create and monitor electronic rate/rule/form filings in SERFF. Research and respond to inquires from company personnel and Insurance Departments. Create Change Management Directives for policy issuance and rating system. Maintain agent database, compile and… Show more Maintain and update company forms database, company forms and rate/rule manuals on Network, Extranet and Intranet. Research and interpret ISO Circulars, state laws, statutes and bulletins. Research requirements, prepare materials, create and monitor electronic rate/rule/form filings in SERFF. Research and respond to inquires from company personnel and Insurance Departments. Create Change Management Directives for policy issuance and rating system. Maintain agent database, compile and distribute Product Change Bulletins. Content manager for department page on Company Portal in SharePoint. Special projects as assigned. Show less



National Grange Mutual Insurance Co./Main Street America Group

• Lead Commercial Lines Technical Analyst

  • Jun 2004 - Feb 2006

  Support Product Managers for BOP/Contractors, Auto, Umbrella, General Liability and Workers Compensation annual rate reviews, provide system specs to IT department and prepare materials for State Filings department to submit to D.O.I., update and maintain company manual pages for Intra and Internet, special projects as assigned. Support Product Managers for BOP/Contractors, Auto, Umbrella, General Liability and Workers Compensation annual rate reviews, provide system specs to IT department and prepare materials for State Filings department to submit to D.O.I., update and maintain company manual pages for Intra and Internet, special projects as assigned.



Allmerica Financial/Hanover Insurance Company

• Assistant Underwriter

  • Mar 2003 - Jun 2004

  Review and evaluate information relating to driving history, property characteristics, claims history and other pertinent data to underwrite CT home and auto insurance policies. Order necessary reports: MVR, Additional Driver Discovery, Profile property inspection, Choicepoint insurance score. Provide customer service for agents. Assist with special projects as needed. Review and evaluate information relating to driving history, property characteristics, claims history and other pertinent data to underwrite CT home and auto insurance policies. Order necessary reports: MVR, Additional Driver Discovery, Profile property inspection, Choicepoint insurance score. Provide customer service for agents. Assist with special projects as needed.



Boston Software Corp

• Insurance Data Analyst

  • Jan 2001 - Mar 2003

  Analyze and enter insurance company rates, endorsements and underwriting guidelines into proprietary software tool, use manual rating and company samples to test WinRater comparative rating software for accuracy. Work with programming team to correct deficiencies and make changes to the software when necessary. Perform routine updates to rate tables and underwriting guidelines, test for accuracy. Overflow receptionist and tech support for agency customers. Analyze and enter insurance company rates, endorsements and underwriting guidelines into proprietary software tool, use manual rating and company samples to test WinRater comparative rating software for accuracy. Work with programming team to correct deficiencies and make changes to the software when necessary. Perform routine updates to rate tables and underwriting guidelines, test for accuracy. Overflow receptionist and tech support for agency customers.



Worcester County Insurance Institute

• Faculty

  • Jan 1996 - Jan 2001

  Course leader for Insurance Institute of America Courses: Introduction to Property and Liability Insurance, INS-21, INS-22 and INS-23. Course leader for Insurance Institute of America Courses: Introduction to Property and Liability Insurance, INS-21, INS-22 and INS-23.



Fitchburg Mutual Insurance Company

• Underwriting Information Analyst

  • Jan 1989 - Jan 2001

  Provide support for assigned corporate and departmental projects including price reviews, product research and development, compliance, book profile analysis and system table updates and testing, company manuals. Staff Underwriting Assistant - Assist staff underwriting with product development and pricing projects, comparative rating and state filings, update company manual pages and prepare product announcements and mailings. Assisted with BOP rating software project. Personal Lines… Show more Provide support for assigned corporate and departmental projects including price reviews, product research and development, compliance, book profile analysis and system table updates and testing, company manuals. Staff Underwriting Assistant - Assist staff underwriting with product development and pricing projects, comparative rating and state filings, update company manual pages and prepare product announcements and mailings. Assisted with BOP rating software project. Personal Lines Rater/Entry Technician - Entry, endorsement, cancellation, reinstatement and manual and computer rating of homeowner, dwelling fire, personal auto and umbrella policies, provide customer service to agents. IS Liaison Assistant - Assisted with system replacement by entering new rates, rate changes and endorsements in mainframe (AS400) tables and testing for accuracy, trained policy entry staff on new system entry procedures, assisted in manual computer conversion. Cancellation/Inspection Clerk - Order property inspections via p.c., process cancellations and reinstatements in system, type legal notices of cancellation and reinstatement. Commercial Lines Clerk - Typing forms, assembling processed policies. Quality Control Clerk - Verify accuracy of processed transactions against source documents, prepare policies for mailing. Filing Clerk - Filing, mailroom duties Show less Provide support for assigned corporate and departmental projects including price reviews, product research and development, compliance, book profile analysis and system table updates and testing, company manuals. Staff Underwriting Assistant - Assist staff underwriting with product development and pricing projects, comparative rating and state filings, update company manual pages and prepare product announcements and mailings. Assisted with BOP rating software project. Personal Lines… Show more Provide support for assigned corporate and departmental projects including price reviews, product research and development, compliance, book profile analysis and system table updates and testing, company manuals. Staff Underwriting Assistant - Assist staff underwriting with product development and pricing projects, comparative rating and state filings, update company manual pages and prepare product announcements and mailings. Assisted with BOP rating software project. Personal Lines Rater/Entry Technician - Entry, endorsement, cancellation, reinstatement and manual and computer rating of homeowner, dwelling fire, personal auto and umbrella policies, provide customer service to agents. IS Liaison Assistant - Assisted with system replacement by entering new rates, rate changes and endorsements in mainframe (AS400) tables and testing for accuracy, trained policy entry staff on new system entry procedures, assisted in manual computer conversion. Cancellation/Inspection Clerk - Order property inspections via p.c., process cancellations and reinstatements in system, type legal notices of cancellation and reinstatement. Commercial Lines Clerk - Typing forms, assembling processed policies. Quality Control Clerk - Verify accuracy of processed transactions against source documents, prepare policies for mailing. Filing Clerk - Filing, mailroom duties Show less