Stephen Holmes, CPCU, CIC, CISR
Director of For Profit at Insurors of Tennessee- Claim this Profile
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Experience
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Insurors of Tennessee
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United States
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Insurance
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1 - 100 Employee
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Director of For Profit
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Jan 2019 - Present
- Manage new and continuing business: oversee multi-million insurance book, including underwriting authority; coordinate with marketing team to build association relationships; provide regular reports to association Board of Directors - Serve as a go-to resource for policy language and interpretation; facilitate resolution of complex insurance scenarios; participate in continuing education and training programs - Train and manage staff; communicate performance expectations and provide… Show more - Manage new and continuing business: oversee multi-million insurance book, including underwriting authority; coordinate with marketing team to build association relationships; provide regular reports to association Board of Directors - Serve as a go-to resource for policy language and interpretation; facilitate resolution of complex insurance scenarios; participate in continuing education and training programs - Train and manage staff; communicate performance expectations and provide direction, support, and motivation to team - Exceed benchmarks in sales (94th percentile) and administration (97th percentile), with national program recognition
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Errors & Omissions Specialist
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Aug 2010 - Jan 2019
- Develop prospects, cross-sell, and finalize sales of insurance products: E&O, EPLI, Cyber, Agent’s Umbrella, COBRA Administration, HR Consulting, Personal Umbrella, and Home Business - Perform underwriting duties with wide-ranging knowledge and implementation of stated guidelines; binding authority on new & renewal business - Administer day-to-day operations, including account management, detailed documentation, and premium collection - Work collaboratively on association… Show more - Develop prospects, cross-sell, and finalize sales of insurance products: E&O, EPLI, Cyber, Agent’s Umbrella, COBRA Administration, HR Consulting, Personal Umbrella, and Home Business - Perform underwriting duties with wide-ranging knowledge and implementation of stated guidelines; binding authority on new & renewal business - Administer day-to-day operations, including account management, detailed documentation, and premium collection - Work collaboratively on association initiatives, including in-person sales calls, conferences, and publications
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Meadowbrook Insurance Group
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Accounting
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Underwriting Assistant I & II
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Jan 2004 - Jun 2010
- Offer in-depth customer service, including marketing, analysis, pricing, research, negotiation, and documentation - Train new staff in policies and procedures - Offer in-depth customer service, including marketing, analysis, pricing, research, negotiation, and documentation - Train new staff in policies and procedures
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Education
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University of Tennessee, Knoxville
Communications, Journalism