Commercial Placement Specialist

• Oct 2021 - Present

Education Consultant II

• Jan 2017 - Oct 2021

Responsible for training all the current sales staff with Ivantage. Traveled often to train the new employees for the commercial sales/placement role. Trained on processes/procedures, carrier appetites and multi carrier rating system and carrier platforms. Acts as the administrator for all the carrier sites when adding new employees (company-wide) access to our carrier sites. Developed a training manual for all sales/placement employees to use as a reference tool while performing their role. Acts as a liaison between commercial sales/placement teams, leadership, legal/compliance, quality and agency training departments. Involvement in the implementation and testing of the current multi carrier rating system used by Ivantage (implemented in 2019). Show less

Commercial Lines Underwriter/Placement Specialist

• Jan 1993 - Jan 2017

Nationwide sales/customer service for various captive and independent agents. Evaluating, classifying, rating and quoting various lines of commercial coverage – including General Liability, Commercial Auto, Commercial Property, Commercial Umbrella, Workers Comp and Professional Liability. Knowledge of all the commercial carriers’ appetite and workflow. Working relationship with all the carrier underwriters. Commercial lines placement using a multi carrier rating system. Lead disciplined sales execution through collaborative partnership with regional leadership to ensure multi-disciplined teams effectively execute agency engagement, workflow and processes that efficiently delivered results and maximized territorial growth potential. Show less