Ashlee P. Email & Phone Number

United States

Specialize in servicing expertise in Large Casualty multi-line business via account analysis, rating, quoting and issuance of large accounts.• Manage the accurate and timely servicing of large and complex multi-line prospective and renewal accounts as it pertains to the policy life cycle.• Accurately analyze incoming prospective new and renewal business accounts in collaboration with Underwriter for rating, policy and transactional issuance and loss run data review.• Collaborate closely with Underwriters and Brokers to obtain necessary information needed for the underwriting and issuance of new and renewal business.• Assist in analyzing unit processes and functionality to identify needed system enhancements for improved workflow efficiencies.

Remote

Commercial Package Policy UnderwriterManage the renewals, issuance and transactions for 100+ Commercial Package Policy accounts and new business submissions. Directly influence product growth through underwriting discipline.• Promptly and accurately review incoming/renewal policies for commercial package lines including: Property, General Liability, Inland Marine and Crime lines of business.• Assess renewal and new business prospects for insurability and confirm they meet underwriting appetite.• Review and analyze submissions loss history and relevant records.• Collect and review accounts for additional underwriting criteria to appropriately gauge insurability and pricing requirements.• Appropriately determine the level of risk for insuring renewal or new business prospect• Assembled data and criteria to determine appropriate premium proposal.• Accurately prepare applications and submissions and send to rating for quote and data entry.

Fenton, Missouri

Manage the quoting, rating and endorsement processes for 300+ high volume commercial accounts to consistently exceed company standards. • Lead and train specialty team in the launch of a new high-volume program.• Lead team in completing time sensitive project on Home Delivery’s fastest growing producer.• Process high volume endorsements for 300+ assigned accounts on all lines consistently above team average and expectations.• Specialize in high volume Home Delivery and Parcel Delivery accounts.• Complete and analyze auto rate testing to ensure accuracy of newly implemented rates for individual states.• Maintained high priority role in interviewing, training and guidance of new team members.

Managed various special projects and data compilation while maintaining the structure and quality control for outgoing policy disbursement.• Accurately compile new and renewal business spreadsheets on a monthly basis.• Timely assemble and review policy documentation and audit statements for accuracy and quality purposes.• Manage and distribute the assignment of accounts and endorsement requests.• Spearheaded various special projects and training including MVR review, Auto rate testing, and imputing vehicle schedules.

United States

Responsible for day-to-day claims assistance operations including submitting timely state filings and claims invoices while cultivatinga relationship with claimants.• Accurately complete and submit mandatory paper and electronic filings in a timely manner per state guidelines.• Timely issue payments for invoices to providers and reimbursements to claimants.• Promptly and accurately complete ISO indexing reports as requested.• Obtain provider’s W-9 information and verify matching IRS data to system vendor table.• Provide file copies and reports for claims defense attorney files.• Meet with state defense attorneys regarding large loss files.

United States

• Customer Service Award – for successfully completing multiple special projects within an efficient time frame as the Project Leader. This included identifying and building a five-person team, assigning specific roles to each team member, progress tracking, and developing progress reports. Time management was crucial as I was involved with multiple projects at the same time. Projects included but not exclusive to nonrenewal policies and working with data entry system errors.• Ensure that policies meet underwriting guidelines or place non-renewal status based on underwriting criteria.• Interviewed prospective clients to obtain data about their need of person or property to be insured and discuss any existing coverage.• Recipient of multiple “Agent of the Week Awards” for top weekly sales in office.• Consistently praised by management for the attention to detail, exemplary customer service delivery and team player attitude.