Experience

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  Extended stay america

  Jan 1998 - Jan 2000

  Executive assistant to western regional real estate development manager
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  Insurance | agency/brokers

  Jan 2000 - Jun 2021

  Senior underwriter

  I help insurance companies to grow profit and sales through effective underwriting, customization of products, and impactful marketing.I am currently seeking a new role based remotely or in the San Francisco metropolitan area. I can be contacted via LinkedIn or at [email protected]

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  Tangram insurance services

  Jan 2000 - Jan 2015

  Responsible for underwriting a $55M annual book of Workers’ Compensation insurance policies for Nonprofits, including new business and renewals nationwide (with some state exceptions). • Performed underwriting for premiums from $200K to $2M for a full range of policies, including General Liability, Sexual Abuse, Directors & Offices, Workers’ Compensation.• Provided full-service management of policies, including claims monitoring, loss control, and audits.• Set performance targets with Agents, including reviews of book of business, monitoring key performance indicators (KPIs) and in some cases co-hosting client education events. • Co-created a new product introduction, Workers Comp & General Liability coverages for Artisan Contractors. • Traveled to agency offices to solidify partnerships, facilitate training, and market products. Assisted sales with business development and initiated marketing ideas and strategies. • Supervised a team of 3 Underwriting Associates and Central Underwriting Assistants, including goal setting, performance feedback and day to day management of work assignments. • Onboarded, trained, and mentored Underwriters. Conducted classroom and 1:1 training on all aspects of insurance and underwriting. Lihat lebih sedikit Managed $20M of new and renewal Workers’ Compensation clients for western U.S. (including California).• Determined individual risk acceptability from agents, brokers, or program managers, including exposures to loss, developing an adequate premium charge for the exposure, and determining appropriate endorsements and exclusions to address loss exposures for 100+ Brokers. • Achieved production and loss ratio goals within assigned territory by reviewing and analyzing claims, loss control, audit of insured’s payroll to calculate premium, and taking appropriate action on individual accounts.• Handled policy maintenance items and other mid-term requests. Reviewed endorsement requests and processes necessary changes to the policy. Reviewed loss control reports and makes recommendations to the agent and/or changes to the policy. Followed up on outstanding information as required. Reviewed claim activity and takes appropriate action.• Oversaw third party claims administrators, including scheduling client visits and coordination of client services. • Established and maintained effective relationships with brokers to generate premium dollars and profitably. Resolved broker/client issues and provided customer service. Lihat lebih sedikit

  • Senior Program Underwriter

    Jan 2011 - Jan 2015

  • Senior Underwriter, Commercial Workers’ Compensation

    Jan 2005 - Jan 2011

  • Underwriter, Commercial Workers' Compensation

    Jan 2000 - Jan 2005
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  Amtrust financial services, inc.

  Jan 2015 - Sept 2020

  Senior underwriter

  Performed underwriting in support of $300M in premium for the Northern and Central California territory, inclusive of 50 Brokers. • Managed policies valued up to $2M for the small business segment, including claims monitoring, loss control, and audit of premiums.• Assisted in driving $2M of new premiums by leveraging knowledge of the Nonprofit market to open a new sales channel. Helped to develop the underwriting guidelines and product structure. • Traveled to Brokers/Agencies with Sales to build customer relationships, market for new business development, train, and perform audits for multiple lines of insurance. o Uncovered client needs through discovery questions to reveal coverage gaps to demonstrate the value of the insurance solutions. o Provided subject matter expertise on Workers’ Compensation and EPLI. • Monitored individual agency premium books annually and generated KPI reporting.• Trained and mentored Underwriting Assistants on insurance regulations and guidelines. Lihat lebih sedikit

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  Copperpoint insurance companies

  Jun 2021 - now

  California Region

  • Manager, Underwriting

    Sept 2022 - now

  • Senior Underwriter

    Jun 2021 - Sept 2022