Experience

Columbia Insurance Group

• United States
• Insurance
• 100 - 200 Employee

• Commercial Lines Underwriter

  • Oct 2018 - Present

  Commercial Lines Underwriter-- (April 2023) *Underwrite new and renewal Property & Casualty, General Liability, Auto, Worker Compensation and BOP risks to achieve a profitable book of business. *Handled a book of business consisting of Commercial Package, Auto, Worker Compensation and Umbrella ranging from $20,000 to $400,000 and BOP ranging from $500 MP to $50,000 in the states of MS, GA & TN. Types of risk: Contractor's, Restaurant, Light Mfg, Wholesaler and LRO's. * Price and select commercial lines accounts that fits company's underwriting guidelines and appetite. *Review claims and loss control reports for underwriting purposes and determine underwriting actions as required. *Marketing visits in coordination with Territory Managers to assure agency management, and development goals are achieved. Commercial Lines Underwriter Trainee--(August 2021) Commercial Lines Underwriting Assistant October 2018 * Assist underwriters in the rating, evaluation and processing of new business application, quotes, endorsements and renewals. * Review applications, renewals and change requests, gather necessary information and make decisions regarding acceptability within prescribed limits of authority. * Review cancellation and reinstatement notice and send to processing to be processed accordingly. *Communicate with agents regarding risk acceptance, declination or modification within limits of my authority. * Make periodic field visits to improve quality of submission and improve company/agency relations. Show less



Key Risk (a Berkley Company)

• United States
• Insurance
• 100 - 200 Employee

• Senior Policy Services Representative

  • Sep 2013 - Jul 2018

  * Assist underwriters with the Small Business ($1,000-$25,000) & Mid-Market (premium size $25,000-over $1,000,000) quote and policy issuance workflow for Worker’s Compensation policies. * Work with and follow up with producers for any outstanding information. * Review cancellation and reinstatement notice and process accordingly. * Bill and process policy in a timely manner and review A/R detail report. * Review billing history with the agency or policy holder and discuss the billing invoice * Prepare all policies in accordance with final binding instructions from the underwriter while maintaining and implementing a service reputation that is recognized as superior in the industry. * Non-renewal of accounts that are no longer represented by the company or underwriter decision. * Automatically renew accounts under $25,000 within my authority. * Return calls and emails promptly and in most cases within 24 hours and provide backup to other Policy Service Representative when necessary. Show less



Columbia Insurance Group

• United States
• Insurance
• 100 - 200 Employee

• Underwriting Assistant

  • Mar 2008 - Sep 2013

  * Evaluate Property & Casualty, General Liability, Auto, Worker Compensation and Business Owner risks within my underwriting authority. * Review applications, MVR’s, Experience Mods, and Loss Experience. * Communicate with agents regarding risk acceptance, declination or modifications within prescribed limits of authority. * Assist senior underwriter with agency visits  Perform other duties as assigned by the underwriting team * Evaluate Property & Casualty, General Liability, Auto, Worker Compensation and Business Owner risks within my underwriting authority. * Review applications, MVR’s, Experience Mods, and Loss Experience. * Communicate with agents regarding risk acceptance, declination or modifications within prescribed limits of authority. * Assist senior underwriter with agency visits  Perform other duties as assigned by the underwriting team