Jodi Frye (Formerly Jodi Moreno)

Experience

• 

  Chubb NA

  Dec 2003 - Dec 2016

  -Supervised a team of 13 multinational account coordinators across the US. Was the escalation and team manager while managing a personal book of 17.3M in renewal and newline foreign business (1,700 policy count) for the New York City and the East Coast Region-Lead annual and midterm discussions on performance, approved vacation and PTO requests.-Provided underwriting with guidance and expert advice on the foreign policy processes and global implementation-Collaborated with US Brokerages providing stellar service to help meet insurance needs for multinational clients-Acting co-CE instructor, providing training classes to underwriters and brokerages in the Mid-Atlantic and NY Region. -Coordinated with a global network in over 115 countries to place a wide range of casualty and professional line coverages-Facilitated group and individual training for underwriters, US brokerages and Insureds on foreign placement processes-Provided solutions and managed conflicts on foreign transactions to foreign brokers, foreign offices and their US counterparts. -Audited accounts, composed and prepared monthly reports.-After merger, provided training to ACE Global managers on our service standards, systems and workflows. Also provided training and mentorships for multinational coordinators and underwriting assistants.-Established and maintained strong customer and internal team relationships Show less -Worked with the Baltimore Region Professional Lines manager on a 6.2M book of business-Provided underwriting support and acted as a junior underwriter by underwriting small commercial private companies for middle market business-Completed risk and financial assessments, risk reports, loss evaluations and guidance reviews on all assigned accounts-Facilitated, along with the underwriting team, agency visits and agency training to various producers in the Baltimore region -Maintained positive relationships within internal and external customers as well as provide support for any and all needs. Show less -Managed a 5.2M book of business with a 600 policy count for the Southern and Mid-West Region-Coordinated with a global network in over 60 countries to place a wide range of casualty and professional line coverages-Marketing, event planning and preparation for internal and external customers-Establish and maintain strong customer and internal team relationships -Ordered marketing materials, kept supply closet and set up catered events.-Dallas branch event planner and stand in marketing assistant. Planned all annual Christmas events, Agent Meet & Greets, Softball Tournaments & the Dallas branch gifts committee. Show less

  • Senior Account Service Manager

    Sept 2013 - Dec 2016

  • Specialty Underwriting Associate - Junior Underwriter

    Dec 2011 - Sept 2013

  • Multinational Account Coordinator - Marketing Assistant

    Apr 2006 - Dec 2011

  • Claims Assistant

    Dec 2003 - Apr 2006
• 

  Arthur J. Gallagher & Co.

  Dec 2016 - May 2017

  Client Service Manager

  -Handled and managed small commercial accounts for the Dallas region-Worked with insurance Clients to help decide coverage needs, explaining coverage details and supporting all facets of insureds requests-Managed the total process of client renewals and newlines in the agency management system and through online portals-Created client presentations, proposals and marketing documents -Obtained my Texas P&C Brokers license in 3 weeks of hire.

• 

  Chubb NA

  May 2017 - May 2021

  Professional Lines Underwriting Associate

  -Managed public accounts in the New York City region for Financial Institutions with a book of 15.6M in premium. -Active team lead and subject matter expert for the New York region underwriting assistants completing reports for upper management on workflows, close lists, policy counts, endorsement accuracy and financials. -Worked with insurance brokerages and underwriting teams on renewals and new business, handling all needed documents and compliance information. -Reviewed underwriting information and prepare accounts for underwriting needs as required for newline and renewal business. -Created quotes, binders, policy documents, letters and all other necessary account items. -Coached and guided underwriters and assistants on multinational processes and provide a walk through foreign exposure account rounding opportunities. -Conducted underwriting and assistant onboarding of new hires and trainees via virtual training and workflow classes as well as one on one system training & rating tools. -Member of public FI audit team; auditing all files for completion and integrity and then completing various audit checklists. Show less

• 

  CNA Insurance

  May 2021 - now

  -Manage a large public book of business for three underwriting consulting directors for professional lines underwriting. -Work with insurance brokerages and underwriting teams on renewals handling all needed documents and compliance information. -Review underwriting information and prepare accounts for underwriting needs as required for newline and renewal business. -Create quotes, binders, policy documents, letters and all other necessary account items. -Coach and guide fellow underwriting techs on implementation of processes and training. -Conduct underwriting and assistant onboarding of new hires via virtual training as well as one on one system training.-Member of public audit team; auditing all files for completion and integrity and then completing various audit checklists. Show less

  • Specialty Multinational Specialist

    Mar 2023 - now

  • Senior Underwriting Tech

    May 2021 - Mar 2023