Burns Halverson Email & Phone Number

• Exceeded the captive goal of $100M in annual premium by underwriting new business opportunities
• Traveled to present Exposure & Loss summaries to 200+ C-suite executives and captive members
• Maintained renewals for several accounts in excess of $1M in standard premium
• Developed and implemented underwriting guidelines showing best practices for specific instances other departments encounter
• Collaborated with cross-functional teams to review coverage terms for new corporate business policies

Brookfield, Wisconsin, United States

• Worked with outside captive managers to grow the shared portfolio by 30+ members
• Optimized Exposure & Loss Summary reports for renewal and mid-term reviews, increasing efficiency 60%
• Assisted policy production in auditing the Uninsured/Underinsured Auto coverage forms for new policies
• Worked closely with senior leadership to develop group captive new business report for 8+ group captives
• Analyzed and evaluated employee concentrations for 500+ companies across the US

Waukesha, WI

• Assisted in tracking and managing a global insurance program
• Developed claim management procedures and handled premium allocation
• Coordinated with finance team to provide reports and forecasts, as well as invoice payments
• Managed 300+ performance/payment bonds with our third-party administrators
• Supported branches with OCIP/CCIP enrollment and provided rate letters and Certificates of Insurance
• Assisted Director of Risk and Senior Leadership with special projects within the Risk Department

Delafield, WI

• Trained and supervised 30+ new employees, fostering a team-oriented environment and boosting productivity
• Co-led implementation of a new inventory management system, resulting in a 20% increase in accuracy to inventory counts
• Prepared and assembled food quickly and efficiently, collaborating with kitchen staff to ensure accurate and timely order delivery
• Managed front-of-house operations, ensuring guest satisfaction and a clean, friendly environment
• Coordinated scheduling for all employees and assisted with individual time-off requests

Delafield, WI

• Prepared and stocked ingredients for daily use
• Assembled and cooked orders promptly, assisting with food running to customers
• Developed an opening and closing checklist to be followed by team members
• Operated kitchen equipment and followed safety procedures