Eric Meberg

Eric Meberg

Staff Auditor

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  • Timeline

  • About me

    Underwriting Assistant at Zurich North America

  • Education

    • Chaminade High School

      1997 - 2001
    • St. John's University

      -
      Pharmacy
    • Queens College

      2006 - 2010
      Accounting and Information Systems Accounting

      Activities and Societies: General Student Organization Student Accountiong Society Dean List

  • Experience

    • Figliozzi & Company C.P.A.'s

      Aug 2010 - Oct 2010
      Staff Auditor

      • Participated in the final Medicare cost report audit of 14 Cahaba Safegaurd Administrators hospitals • Responsible for reviewing the financial statements of National Government Services prepared by KPMG • Consulted KPMG to establish accounting entries and to clarfiy discrepancies on quarterly Medicare financial statements• Reported to management regarding daily audit findings and updates on behalf of the audit staff• Interacted directly with various clients and other accounting firms regaurding data obtained from various fanancial statements Show less

    • Zurich North America

      Jun 2012 - Jan 2015
      Underwriting Support Services - (Global Property)

      •Specializes in the processing and underwriting support of Property Insurance including domestic and multinational/global policies. •Establish contacts by email & phone working with agents and Underwriters. •Attend broker and customer meetings with Underwriters to identify new business opportunities and maintain renewal business.•Makes agent/broker/customer on-sight calls with a planned and well-prepared purpose.•Review appraises and recommend submissions for acceptance or refusal.•Through different modeling tools, assist in developing Average Annual Loss rates.•Screens new/renewal submissions based on underwriting appetite.•Review Loss Runs and check submission for OFAC Sanctions.•Review Limits of Liability and deductibles to ensure they’re within authority levels and/or submit referrals for an increase in authority for specified coverage’s.•Evaluate the experience of a risk against the class of business under scope of authority.•Evaluate potential loss due to severity and/or frequency of catastrophic events.•Assemble policy for underwriter review, checking previous policy rating.•Facilitate the processing of new business, renewals, including the creating of endorsements, invoices, and comprehensive Loss Runs.•Calculate Target Price accurately by utilizing underwriting tools appropriately.•Initiates underwriting documentation and pricing tools, summarizes loss information, in order for Underwriter to efficiently review/price/negotiate risk. •Compute premiums for policies, compile appropriate declarations, coverage forms, national/local forms.•Knowledge of time restraints for quotes on new and renewal business.•Provides support to members of the underwriting department in the areas of underwriting operations, procedures and policy transactions. •Provide end-to-end support in evaluating, pricing, documenting, and issuing new or renewal policy.•Evaluate reinsurance opportunities•Strong ability to prioritize and monitor work flow deadlines. Show less

  • Licenses & Certifications

    • CPCU Exam 500

      Chartered Property Casualty Underwriters (CPCU) Society
  • Honors & Awards

    • Awarded to Eric Meberg
      Chartered Property Casualty Underwriter (Exam 500) Chartered Property Casualty Underwriter Sep 2012