Experience

Vermont Mutual Insurance Group

• United States
• Insurance
• 100 - 200 Employee

• Senior Product & Compliance Analyst

  • Apr 2023 - Present

  Montpelier, Vermont, United States

• Product & Compliance Analyst

  • Jul 2019 - Apr 2023

  Montpelier, VT Responsible for monitoring, tracking, and communicating statutory or regulatory changes that impact any business area within the company and collaborating with each area on assessment and response as needed. Assist with monitoring, tracking compliance, and coordinating responses for market conduct exams, data calls, consumer complaints, and department of insurance inquiries. Assist in preparing and submitting state filings related to company rate, rule and/or form introductions… Show more Responsible for monitoring, tracking, and communicating statutory or regulatory changes that impact any business area within the company and collaborating with each area on assessment and response as needed. Assist with monitoring, tracking compliance, and coordinating responses for market conduct exams, data calls, consumer complaints, and department of insurance inquiries. Assist in preparing and submitting state filings related to company rate, rule and/or form introductions, changes or updates using NAIC’s System for Electronic Rates & Forms Filings (SERFF). Responsible for developing new or updated insurance products. Development work involves researching statutes and regulations, authoring forms and rules, reviewing programming requirements, working with actuaries, and tracking any changes to products offered by Insurance Services Office (ISO).

• Senior Commercial Lines Underwriter

  • Mar 2018 - Jul 2019

  Montpelier, VT Underwrote a $10 million territory in Vermont, New Hampshire, and Maine. Mentored and trained associate underwriters on all commercial lines products offered by the company, including Businessowners, Commercial Umbrella, Commercial Inland Marine, and Commercial Auto policies. Reviewed large, complex, and problematic accounts.

• Commercial Lines Underwriter

  • Sep 2014 - Mar 2018

  Montpelier, VT Managed an assigned underwriting territory working closely with up to thirty independent insurance agencies to place comprehensive and competitively priced coverage. Performed key liaison functions with agents including visiting agencies and attending company functions and conventions.

• Commercial Lines Associate Underwriter

  • Mar 2012 - Sep 2014

  Montpelier, VT Assisted with the duties of underwriting commercial lines property/casualty insurance including, but not limited to processing renewals, handling endorsements, and analyzing loss control reports.



VT CPCU Society Chapter

• Director

  • Jan 2022 - Present

  Montpelier, VT

• Past President

  • Jan 2021 - Dec 2021

  Montpelier, VT

• President

  • Jan 2020 - Dec 2020

• Vice President

  • Dec 2018 - Jan 2020

  Montpelier, VT

• Secretary

  • Dec 2017 - Dec 2018

  Montpelier, VT



Monteverdi Music School

• Clarinet Teacher

  • Jan 2012 - Dec 2016

  Montpelier, VT



Green Mountain Agency

• Commercial Lines Underwriter Assistant

  • Jan 2011 - Feb 2012

  Rutland, Vermont Serviced accounts written with a variety of carriers including Lloyds, Atlantic Casualty, Capitol Specialty, and Markel Insurance Company.



Vermont Public

• United States
• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Productions Assistant

  • Jan 2010 - May 2010



Burlington Chamber Orchestra

• Arts Administrative Assistant

  • Jan 2010 - May 2010



University of Vermont

• United States
• Higher Education
• 700 & Above Employee

• Residential Advisor

  • Aug 2009 - May 2010

  Burlington, VT