Steven Whitaker

Experience

• 

  Farmers Insurance | MetLife

  Aug 2015 - Jan 2022

  Senior Customer Service Rep II

  Vital member of the Agency Response Center. Assisted agents and policyholders in virtual inbound call center environment for Property and Casualty insurance products. Supported customers with policy endorsements, payments, policy reinstatements and new business applications.• Assisted independent insurance agents with technical application support in various areas, including confirming identification and authentication controls.• Created high quality customer interactions by offering solutions for both agents and policyholders.• Demonstrated ownership for each call and found ways to de-escalate various situations.• Met and maintained performance goals/metrics while performing Best in Class performance on each call.• Utilized multiple systems for tracking, information gathering, and troubleshooting.• Assisted in obtaining JD Power certification for Agency Response Center. Show less

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  Farmers Insurance

  Jan 2022 - Aug 2023

  Property Casualty Underwriter

  Underwrote new business, renewals, and endorsements for Auto, Property, and Umbrella lines of business operating within established underwriting guidelines, authority levels, and documented processes. • Analyzed and researched existing and new processes which were congruent to existing underwriting philosophies or identified new philosophy recommendations. • Ensured appropriate rate classification of risk at renewal or new business.• Acted as consultant to individual Service Operations representatives in matters requiring underwriting judgment. Aided agents and customers with non-underwriting service issues.• Handled risk selection decisions in a quality, timely, and productive manner.• Documented and communicated underwriting guidelines, philosophies, and decisions.• Received multiple formal recognitions. Show less

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  James River Insurance Company

  Jun 2024 - Mar 2025

  Excess Liability Associate Underwriter

  • Evaluate underwriting data to assess risks and determine premium, coverage, and terms. Analyze new business opportunities and develop renewal strategies to meet company goals. Build and maintain strong relationships with brokers to drive profitable growth. • Use critical thinking and negotiation skills to place business while adhering to underwriting standards. • Travel to meet brokers within assigned territories and maintain ongoing communications. • Collaborate with internal teams to ensure efficient underwriting practices. Show less