Bio
Credentials
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Certified Insurance Counselor
Professional Insurance Agents of Nebraska and IowaJan, 2012- May, 2026
Experience
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Northwestern Mutual
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Cedar Rapids, Iowa, United States
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Northwestern Mutual
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Oct 2020 - Jan 2024
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Cedar Rapids, Iowa, United States
Connecting people to career opportunities in one of Eastern Iowa's biggest firms under the umbrella of a Fortune 100 companySupporting new financial professionals as they grow their businessesAttending community events to network with area professionals and leadersBuilding an internship team ...
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United States
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Insurance
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700 & Above Employee
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Business Consultant
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Aug 2015 - Nov 2019
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Commercial Quality Assurance
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Oct 2014 - Aug 2015
- Lead and facilitate the evaluation of small commercial lines underwriting practices and procedures to ensure legal compliance and adherence to corporate underwriting standards and guidelines. - Develop and deliver final assessments in regards to strengths and opportunities as well as provide recommendations for improvement on the company’s quality assurance execution. - Assist in the establishment of organizational best practices for small commercial by consulting with staff commercial and small commercial program developers. - Review and assist in analyzing regulatory issues.
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Insurance
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400 - 500 Employee
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Commercial Lines Underwriter
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Jun 2013 - Aug 2015
- Responsible for profitable growth and retention within Small Market Commercial Lines agencies.- Accepted, properly classed and priced commercial accounts to ensure competitiveness and proper product for the customer.
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SCU Underwriting Trainee
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Jul 2012 - Aug 2015
- Developed competence around the commercial lines underwriting profession. - Developed connections within the department and company as well as build an understanding around the history, vision, mission, values and product lines of Allied/Nationwide Insurance.- Built confidence, poise, courage, and etiquette needed to develop and maintain relationships within the underwriting division of Allied/Nationwide.- Utilized critical thinking to problem solve and think system/conceptual. Includes evidence of curiosity needed to be a successful underwriter. - Increased efficiency in communication skills through project presentations, speaking with agents, peers, leaders and other stakeholders.
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Personal Lines Underwriter
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Sep 2010 - Jul 2012
- Responsible for achieving profitable growth in 76 Michigan agencies. - Accountable for proper classification of risks to ensure price and product match for the customer. - Reviewed and analyzed reports to develop creative and profitable business recommendations. - Established relationships and strengthen partnerships with our agencies. - Participated in agency reviews and highlighted action plans taken/recommended on targeted agencies’ goals.
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Business Information Analyst
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May 2009 - Sep 2010
- Administered the Training and Rewards Program.- Managed the Allied Premier Agent Incentive Trip.- Oversaw the Optional Compensation Program.- Compiled and communicated competitive information to the regional sales teams.- Maintained integrity of information in internal databases.- Participated in special projects and teams.
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Staff Sales Department
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Aug 2007 - May 2009
- Managed and oversaw the Allied Calendar Program along with other projects.- Oversaw the Optional Compensation Program.- Prepared a monthly report of activities performed for the President of Allied Insurance.- Gathered information to update the Sales Manager Guide.
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Staff Sales Internship
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May 2007 - Jul 2007
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Building Coordinator/Lifeguard
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May 2005 - Dec 2008
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Education
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2013 - 2015Grand View University
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2005 - 2009Iowa State University - Ivy College of Business
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2008 - 2008Universitat de València
Suggested Services
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Industry Focus. “Insurance”
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