Managed a new business territory in both Texas and Pennsylvania on a growth goal of $3M per year and a portfolio book of $12M+Served on the company’s first book roll/transfer team and successfully secured $1M in premiums. Understand initiatives and appetite, utilizing underwriting tools to make pricing and risk decisions while executing disciplined underwriting practices. Proactively found ways to write new business while considering profit goals and pricing strategies. Practice the Lean culture of process and efficiency with desk management. Built strong relationships with agents for constructive communication. Serve as a mentor to new hires and current associates with training and development. Acted as an informal leader to my peers for guidance and support.

Analyzed all personal lines of business to determine acceptability of insurance according to company guidelines and within my binding authority. Underwrite homeowners, auto, umbrella and inland marine business for Texas, Oklahoma, and ArkansasGenerate new business through customer and web-based referrals as well as cross selling to current customer base.

Worked for an independent agent providing service for 15+ insurance carriers.Consult with new and existing customer to evaluate needs to determine best options for policy placement between qualified carriers.Serviced new and existing clients to ensure they maintained an understanding of their current insurance policy and coverages purchased.