Experience

Securico Life Insurance Company

• United States
• Insurance Carriers
• 1 - 100 Employee

• Marketing Director

  • Jan 2020 - Present

  Austin, Texas, United States Lead the creation and execution of a market leading agent experiences in support of our Final Expense products and new agent recruiting. Lead the development and implementation of a balanced reporting tool to measure the effectiveness of agent production and identify opportunities for continuous improvement. Design the strategy and influence and align with marketing colleagues, key internal business partners, and other cross-functional teams for our Final Expense products and new… Show more Lead the creation and execution of a market leading agent experiences in support of our Final Expense products and new agent recruiting. Lead the development and implementation of a balanced reporting tool to measure the effectiveness of agent production and identify opportunities for continuous improvement. Design the strategy and influence and align with marketing colleagues, key internal business partners, and other cross-functional teams for our Final Expense products and new agent recruiting. Lead Agent production improvement efforts and action plan development; drive alignment with key company personnel and lead implementation of improvement and test and learn efforts. Lead by example by emulating behaviors consistent with the new ways of working, as well as Securico Life values.

• Contracting Specialist

  • Oct 2019 - Jan 2020

  Austin, Texas, United States Solicit, evaluate, negotiate, and award contracts to licensed Life Insurance agents to sell the Securico Life products. Administer contracts by assuring compliance with the terms and conditions of contracts, including resolution of problems concerning the obligations of the parties. Terminate contracts by analyzing persistency and production of our contracted agents. Plan, establish, or review contracts, programs, policies, or procedures. Formulate and administer policies and… Show more Solicit, evaluate, negotiate, and award contracts to licensed Life Insurance agents to sell the Securico Life products. Administer contracts by assuring compliance with the terms and conditions of contracts, including resolution of problems concerning the obligations of the parties. Terminate contracts by analyzing persistency and production of our contracted agents. Plan, establish, or review contracts, programs, policies, or procedures. Formulate and administer policies and procedures to ensure achievement of company goals.



DMI Insurance Services, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Senior Commercial Line Underwriter

  • Oct 2016 - Oct 2019

  Austin, Texas, United States Delivery of high-quality multi-line risk evaluations and loss analysis of exposures and controls related to Property, Commercial Auto, Garage Liability/Dealer’s Blanket and General Liability. Have a team-based approach working with other internal associates and departments, as well as our agency partners, to provide effective risk improvement consultations to Commercial policyholders that positively influence loss ratios, relationships, profitable new business growth and account… Show more Delivery of high-quality multi-line risk evaluations and loss analysis of exposures and controls related to Property, Commercial Auto, Garage Liability/Dealer’s Blanket and General Liability. Have a team-based approach working with other internal associates and departments, as well as our agency partners, to provide effective risk improvement consultations to Commercial policyholders that positively influence loss ratios, relationships, profitable new business growth and account retention. Negotiate/execute new and renewal production and goals as established with management, managing a $3.5 million dollar book of business for a selective group of agents/brokers. Maintained thorough knowledge of latest and existing products by learning what the companies offer, how the insurance market is changing, networking by working with colleagues. Show less



Mercury Insurance

• United States
• Insurance
• 700 & Above Employee

• Insurance Underwriter

  • Jun 2007 - Oct 2016

  Brea, California, United States Knew and applied underwriting concepts including risk selection, exposure and hazard identification and control, coverage implications, and loss analysis. Used all appropriate underwriting tools, disciplines, and strategies to ensure underwriting guidelines were followed. Understand pricing components and rating methodology and correlates pricing to exposures. When presented with minimal information on a risk, instinctively understand the questions to ask to ascertain the full scope of… Show more Knew and applied underwriting concepts including risk selection, exposure and hazard identification and control, coverage implications, and loss analysis. Used all appropriate underwriting tools, disciplines, and strategies to ensure underwriting guidelines were followed. Understand pricing components and rating methodology and correlates pricing to exposures. When presented with minimal information on a risk, instinctively understand the questions to ask to ascertain the full scope of operations and the key exposures and needed controls. Completed file documentation according to best practices guidelines and clearly explained account decisions. Provided clear and concise rating instructions for quotes prior to generating proposal for presentation to the agent. Show less