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

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