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Skills

  • Insurance coverage gap identification
  • Data-driven process improvements
  • Policy endorsement review and accuracy
  • Operational improvement
  • Advanced communication (written and verbal)
  • Great mathematical skills
  • Commercial lines rating software proficiency (ServiceNow)
  • Project organization
  • Relationship development
  • Expert use of CRM tools (Microsoft Excel)

Work Experiences

  • Analyzed competitor policy offerings.
  • Analyzed claims data.
  • Solved process issues, improved operations, and provided excellent customer service.
  • Analyzed competitor policy offerings and adjusted the pricing strategy for commercial property insurance, increasing market share by 36%.
  • Adjusted quotes within set guidelines.
  • Centralized rating activities on a digital platform.
  • Achieved a 58% reduction in manual rate interventions.
  • Based calculations on policy-specific needs.
  • Communicated with agents and brokers.
  • Achieved a policy retention rate of 52% %.

Summaries

  • Achieved a 80% decrease in quote revision requests.
  • Commercial Lines Rater with 9 years of successful budget management and team leadership experience.
  • Hardworking Commercial Lines Rater with 7 years of telecommuting experience meeting customer needs.
  • Achieved a $12 reduction in underwriting losses.
  • Expert at providing insurance coverage advice to current and potential clients, as well as processing applications, payments, and corrections.
  • Selling over 16 policies weekly and maintaining excellent relationships with customers and coworkers are two of my strongest skills.
  • Commercial Lines Rater with 13 years of experience, dedicated to providing personalized, courteous service.
  • Knowledge of insurance guidelines and regulations for system and standard.
  • Achieved a 62% reduction in premium adjustments.
  • Advised underwriters on exposure-limiting strategies.

Accomplishments

  • Analyzed historical data to develop seasonally adjusted rates that increased profitability by 65% across all commercial lines.
  • Resolved product issue through consumer testing.
  • Documented and resolved standard which led to framework.
  • Developed custom training programs on new commercial lines rating tools, improving team processing speed by 40%.
  • Orchestrated a significant upgrade to the policy renewal pipeline that reduced renewal times by 48% and led to 3 in saved operational costs.
  • Facilitated an internal audit of over 16 policies to ensure adherence to state and federal insurance regulations, achieving 39% compliance.
  • Built and maintained long-term relationships with key commercial insurance brokers, leading to a 24% growth in annual renewals.
  • Optimized insurance rating algorithms for commercial policies resulting in a 33% reduction in quote revisions.
  • Led a team of 18 to launch a commercial rate recalibration project that increased company revenue by $8 within 2017.
  • Worked with the claims and underwriting teams to update loss exposure factors, improving pricing models that increased total revenue by $9.

Affiliations

  • Association for Supply Chain Management (APICS)
  • National Association of Professional Insurance Agents (PIA)
  • International Association of Administrative Professionals
  • American Society of Safety Professionals
  • National Alliance for Insurance Education & Research
  • Council of Insurance Agents & Brokers (CIAB)
  • Project Management Institute
  • National Association of Mutual Insurance Companies (NAMIC)
  • Commercial Lines Education Foundation
  • Insurance Accounting and Systems Association (IASA)

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • First Aid/CPR Certified
  • Apple Certified Associate (ACA)
  • Associate in Reinsurance (ARe)
  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP)
  • Certified Insurance Counselor (CIC)
  • Certified Property and Casualty Insurance Professional (CPCIP)
  • Loss Control and Prevention Specialist Certificate Meridian
  • ISO 9001 Foundation method

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