Anna Peterson Email & Phone Number

Sheboygan, Wisconsin, United States

• Underwrite new business submissions and renewals across all lines of business.• Conduct risk analysis to assess eligibility and pricing for commercial accounts.• Successfully completed 15 weeks of intensive commercial lines training.

Dallas, Texas, United States

• Reviewed state surplus lines “stamp” requirements and stamped SL forms, policies, binders, and endorsements as necessary. • Assisted in company binding procedures, from marketing all the way to policy transmittal. • Entered endorsements into the system and dispersed them to the required individuals.• Logged new and renewal submissions into the corporate database. • Learned the types of construction project programs and how to write an indication. • Completed a mock broker account. Began with the submission and talked to “Markets” and the “Retail Agent.” Ultimately, a policy was issued to the bound account.

Madison, Wisconsin, United States

• Reviewed ISO surveys and specified recommendations of improvement (Potential life and death, trip/ fall, etc. hazards) for underwriters• Compiled underwriting policy premiums and effective dates to create pivot tables demonstrating the amount of premium and percentage chance per underwriter and per brokerage account• Reviewed underwriting procedures on renewal and new business basis• Learned underwriting rating, quoting, and binding procedures• Attended professional development meetings on underwriting, operations, and risk appetite• Assisted in formatting contractual agreement outlines for future use in business operations• Assisted in formatting and drafting Underwriting and Brokerage guidelines• Strengthened my knowledge in standardized ISO coverage forms• Gained further industry knowledge and education on primary and excess coverage • Analyzed annual premium and rate changes per renewal account. Then, compiled the account changes into a large data set with multiple pivot tables and slicers to present to the CUO.

Kewaskum, Wisconsin, United States

• Integrated email marketing software into the current company software• Developed a new system of advertising outreach• Helped write and fulfill custom orders and sale of stock furniture• Designed and constructed merchandise display areas

Kewaskum, Wisconsin, United States

• Greeted customers and assisted with preparation of interior design home plans• Attended multiple furniture markets (including High Point Market, NIWA Expo); assisted in market purchasing and merchandising decision-making process• Assisted in preparing social media advertising campaigns with marketing director

West Bend, Wisconsin, United States

• Researched the current OSHA Safety signs and provided the current signs to the Director of Loss Prevention to be sent out to the insured• Reviewed home and business surveys and sent out recommendations of improvement (Potential life and death, trip/ fall, etc. hazards)• Contacted insured/agents to discuss plans on home improvement/future hazards• Created and sent out survey requests to surveying companies/representatives• Curated service logs through Excel for Loss Prevention Field Representatives

• Reviewed home and business surveys and sent out recommendations of improvement (Potential life and death, trip/ fall, etc. hazards)• Contacted insured/agents to discuss plans on home improvement/future hazards• Created and sent out survey requests to surveying companies/representatives