Lori J. Whitney CIC, AU-M, AIC, CRIS, WCP, AINS

Team Lead at Patriot Insurance
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Team Lead
      • Apr 2022 - Present

    • Senior Commercial Underwriter
      • Sep 2019 - Present

    • United States
    • Insurance
    • 100 - 200 Employee
    • MA New Business C/L Underwriter
      • Oct 2018 - Sep 2019

      Duties include building agency relationships while driving growth and profitability through book management; actively pipeline accounts while working with leadership to strategically grow within the territory; focus engagement with partner agents while working with marketing reps to build annual sales objectives within the territory (MA). Duties include building agency relationships while driving growth and profitability through book management; actively pipeline accounts while working with leadership to strategically grow within the territory; focus engagement with partner agents while working with marketing reps to build annual sales objectives within the territory (MA).

    • Spain
    • Insurance
    • 700 & Above Employee
    • Commercial Lines Underwriting Supervisor
      • Oct 2016 - Oct 2018

      Duties include supervising one unit within the Commercial Lines Underwriting Department; planning and monitoring timely and accurate completion of the unit's responsibilities; monitoring the acceptability and profitability of the business produced by agencies assigned to the unit's Underwriters, taking corrective action when necessary. Assumes responsibility for monitoring the underwriting experience for specific lines of business. Provides technical underwriting direction and assistance to the unit and department in regard to complex functions or accounts. Oversees career development of the unit's staff, and assures the unit's functions are performed within established underwriting guidelines and standards.

    • Senior Commercial Underwriter
      • Jul 2013 - Sep 2016

      Duties include profitably managing an assigned underwriting territory as well as selecting, declining or providing alternatives for accounts submitted from agents within my territory; acting within clearly defined underwriting authority levels, guidelines, and philosophies. Perform agency management responsibilities that involve analyzing, monitoring and evaluating assigned agencies, to identify potential concerns or trends within the book of business. Underwriting territory was MA. Duties include profitably managing an assigned underwriting territory as well as selecting, declining or providing alternatives for accounts submitted from agents within my territory; acting within clearly defined underwriting authority levels, guidelines, and philosophies. Perform agency management responsibilities that involve analyzing, monitoring and evaluating assigned agencies, to identify potential concerns or trends within the book of business. Underwriting territory was MA.

    • United States
    • Insurance
    • 100 - 200 Employee
    • Senior Underwriter
      • Sep 2012 - Jul 2013

      Responsibilities included selecting, pricing, quoting and declining new business referrals in accordance with company underwriting guidelines, as well as application of sound underwriting judgment. Review, price and manage renewal business in accordance with company guidelines. Develop and maintain collaborative business relationships with appointed agents to foster growth of profitable business. Underwriting territory included MA, CT, VT, RI, NH, ME and Buffalo, NY. Responsibilities included selecting, pricing, quoting and declining new business referrals in accordance with company underwriting guidelines, as well as application of sound underwriting judgment. Review, price and manage renewal business in accordance with company guidelines. Develop and maintain collaborative business relationships with appointed agents to foster growth of profitable business. Underwriting territory included MA, CT, VT, RI, NH, ME and Buffalo, NY.

    • Commercial Lines Production Underwriter
      • Jul 2008 - May 2012

      Responsibilities included making key contributions to branch production goals, as well as maintain renewal retention rates; ensure proper risk selection for profitable loss ratio; maintain knowledge of systems as well as provide training to agents in an effort to facilitate online production; contribute to the overall territory management and growth with frequent travel within the assigned territory, which included MA, CT and RI. Responsibilities included making key contributions to branch production goals, as well as maintain renewal retention rates; ensure proper risk selection for profitable loss ratio; maintain knowledge of systems as well as provide training to agents in an effort to facilitate online production; contribute to the overall territory management and growth with frequent travel within the assigned territory, which included MA, CT and RI.

    • Insurance
    • 100 - 200 Employee
    • Casualty Claims
      • Sep 2005 - Jul 2008

    • United States
    • Insurance
    • 400 - 500 Employee
    • Commercial Lines Underwriter
      • 1999 - 2005

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