Bio
Credentials
-
Insurance Agent (Health, Property, Casualty)
Texas Department of Insurance
Experience
-
EMPLOYERS
-
Tulsa, Oklahoma, United States
-
SPA Senior Underwriter
-
Mar 2023 - Present
-
Tulsa, Oklahoma, United States
-
-
-
Vensure Employer Services
-
Tulsa, Oklahoma, United States
-
AVP of Underwriting - West
-
Sep 2021 - Mar 2023
-
Tulsa, Oklahoma, United States
-
-
-
-
United States
-
Human Resources Services
-
1 - 100 Employee
-
Underwriting Manager (Remote)
-
Mar 2018 - Mar 2023
Provides consistent underwriting and consulting expertise to a vastly reputable insurance company. Offers more than 10 years of progressive growth to a company that has both grown in value, but downsized in seats. Essentially wore numerous hats through expanded scope of work since joining the company in 2010; including the expansion of new business, existing business, audits and other responsibilities.• Trusted underwriter; seamlessly underwrites new accounts to determine acceptability and best fit for multiple workers’ compensation programs ranging from guaranteed cost to large deductible policies.• Entered into the company working on large deductible stand-alone policies to now managing more than 600 clients, $350M+ in annualized payroll and $15M+ in premiums through 6 PEO programs with various risk appetites.• Responsible for managing all regions within the company.• Proactively communicates in order to foster positive relationships with sales, vendors, peers and management up and down the organizational structure.• Closely works with various divisions throughout the company to address, resolve and improve client relations.• Consistently engages with clients to determine insurance expectations, needs and long-range goals.• Manages and maintains all records of client policy changes, including management of pricing, carrier coordination and billing.• Successfully processed quotes in a timely fashion.• Ascertains that all documentation complies with pricing guidelines, authority level standards, profitability and passes all audits.• Reviews all business applications to various insurance carriers.• Promoted within the company from Junior Underwriter to Underwriting Manager.
-
-
Customer Service Representative
-
Jun 2010 - Mar 2018
-
-
Education
-
2004 - 2008Oklahoma State University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community