Kelli Marshall, CPCU

Experience

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  United Fire Group

  May 1998 - Mar 2002

  Commercial Lines Underwriter

  Solicited new accounts, tailor coverage and pricing for renewal business, cross-sell additional services, provide guidance and assistance to agency staffManaged multiple agency relationships including travel to customer locations in KansasParticipated in Agency Reviews and Quality Reviews bi-annually

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  Allied Insurance a Nationwide Company

  Mar 2002 - Sept 2013

  Guided team of field and in-office associates with a focus on professional developmentManaged $30 million territory averaging 15% growth and exceeded goalsTrained new underwriters on appetite, workflow, specific coverages and customer interactionsDeveloped and implement state and regional profit strategies to mitigate foreseen and unforseen loss events including focus on both macro and micro levelMonitored quality results daily and quarterly with file audits performed to provide feedback on future improvement, identified trends and provide summary to Commercial Underwriting DepartmentDesigned and developed material for company-wide School of Commercial Underwriting including serving as a Subject Matter Expert on primary underwriting operating systems Show less

  • Commercial Lines Underwriting Manager

    Oct 2004 - Sept 2013

  • Senior Commercial Lines Underwriter

    Mar 2002 - Oct 2004
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  Nationwide

  Sept 2013 - Sept 2019

  Built new Small Market Unit within Regional Office – hired team, developed strategy and vision, communicated with impacted areas, improved department productivity and small business workflowResponsible for team of 14 associates which includes performance management, salary planning and administration, organizational planning, hiring and placementPartner with agency customers to assist them with tailoring comprehensive insurance coverage solutions for their clientele including customer visitsExecute profit and growth strategy for $43 million, 700 agency locations, eight state territoryManage the acceptance, classification, improvement and retention of customers to produce desired loss frequency, severity and expense objectives for both agency customers and companyInteract with the Commercial Underwriting Director and Associate Vice President to develop overall regional strategy to improve workflow and efficiency Show less

  • Technical Consultant, Commercial Lines

    Oct 2015 - Sept 2019

  • Commercial Lines Underwriting Manager - Small Business

    Jun 2014 - Oct 2015

  • Project Management, Automated Underwriting

    Sept 2013 - Jun 2014
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  Continental Western Group (a Berkley Company)

  Sept 2019 - now

  • Underwriting Director

    Aug 2022 - now

  • Underwriting Manager, Middle Market

    Sept 2019 - Sept 2022