Amy Rocheford Email & Phone Number

Greater Minneapolis-St. Paul Area

Underwriting Assistant, Life Underwriting Senior Representative

Greater Minneapolis-St. Paul Area

Set up 1500 annual new business submission files in ImageRight file management system. Review applications and supplemental forms for complete, accurate information needed to provide new business quotations.Bind and issue new business, renewal, and process policy changes utilizing multiple carrier platforms with team's annual written premium of nearly $3 million.Review carrier and state guidelines, loss runs, inspection reports, MVR/CLUE, and supplemental forms for renewal business. Create and submit referrals for risks outside authority level.Issue legal notice of cancellation, non-renewal, conditional renewal, and rescission using Oden platform in accordance with state and carrier statutes.Utilize email, phone, instant messaging and in-person contacts with agents, carriers, and other departments to foster strong relationships.Assign renewal review, quoting, and policy change tasks for team of three using ImageRight and Excel.

Asset Protection Division

• Entered, evaluated, rated and approved 15,000 new business applications annually on marine vessels and recreational vehicles. Determined accuracy, eligibility, and verified funds totaling 8.3M annual premium. • Processed 1800 contract cancellations annually based on state-specific guidelines, utilizing Rule of 78s and Pro-rata methods. Processed ineligible application rejections. Reinstated lapsed contracts.• Audited and adjusted agent and dealer commissions totally $1.3 million annually.• Transferred PDF files and assigned dealer documents in Sharepoint for a team of eight. • Entered 3800 dealer and agent annually in core proprietary computer system.• Assisted sales support team with daily overflow of agent, dealer, and consumer calls.• Compiled a daily productivity report for a team of four to manage daily workflows.• Created and executed User Acceptance Testing (UAT) for implementation of software updates and system enhancements in core proprietary computer system.• Facilitated contract processing transition training for team of five.• Lead training effort to transition cancellation process for team of four and dealer set up process for team of four.• Placed and received calls via interpreter service to process French speaking Canadian contract cancellation requests and transfer applications.

• Reviewed 25,000 contracts annually totaling $10.8 million of premium. Verified funds and communicated outstanding issues to customer support. Approved final contracts.• Processed 800 contract cancellations annually based on state specific guidelines utilizing Rule of 78s and Pro Rata methods. Processed application rejections. Reinstated lapsed contracts.• Reviewed and adjusted agent and dealer commissions totaling $1 million annually. • Provided system and process training to coworkers and external customers

Business Administration And Management, General

Education record

Activities and Societies: Business Professionals of America, Post Secondary Enrollment, Yearbook club

Business Administration And Management, General