Experience

SageSure

• United States
• Insurance
• 300 - 400 Employee

• Senior Personal Lines Underwriter

  • Oct 2015 - Present

  Analyzed & Reviewed Businesses to Determine Eligibility for Company Assigned Programs Consulted and Advised Agents & Policyholders Concerning Loss Mitigation, Loss Control, and Marketing Opportunities Managed 40 + Agents and Offices for Property & Casualty Administration. Developed Risk and Profit Analysis On Agents' Books of Business Assisted in Training the Agency Staff on Company Underwriting Programs Kept Current on State Insurance Regulatory Changes Provided Assigned Agents with Necessary Training Show less



Travelers

• United States
• Insurance
• 700 & Above Employee

• Senior Personal Lines Underwriter

  • May 2004 - Apr 2014

  • Handle underwriting decisions on new business, renewals and referrals that fall outside the guidelines and within delegated authority levels. • Handle assigned workload within quality, productivity and service standards as established by the business center. • Provide technical underwriting support for team members • Handle underwriting edits • In conjunction with business center management and field marketing, and Agency Portfolio Mangers Assist with agency management including monitoring of loss ratio and agency expectations • Handle Adverse decision letters for own decisions • Provide support for personal insurance counselor staff • Assist with book transfer • Handle Insurance department complaints • Keeps up to date on regulatory changes, PLUM bulletins and other ongoing training • Provides assistance in underwriting training for team members or office • Represent manger or perform key responsibilities in a back-up capacity • Is the subject matter expert on the Underwriting Work Management System (UWMS) • Take leadership role in the monitoring of loss ratios and agency management issues • Business travel as needed • Review files in the underwriting quality assurance process Show less



State Farm

• United States
• Insurance
• 700 & Above Employee

• Personal Lines Underwriter

  • Feb 2001 - May 2003

  • Obtained a specialized knowledge of Fire underwriting process and policies, federal and state requirements, and agency marketing practices. • Analyzed/reviewed business to determine eligibility for company assigned programs • Developed working relationships with assigned agents and developed risk and profit analyses on agent’s book of business • Assist in training/educating Agency force and staff on company underwriting programs • Consult/Advise agents and policyholders on company and industry policies in loss mitigation, loss control, and marketing opportunities • Manage over 40 agents and their offices offering both guidance and approval for all Fire lines of business • Assist in book reviews and other special projects • Keep up to date on regulatory changes, PLUM bulletins and other ongoing training • Provide assigned agents with necessary training Show less