Casey Wishon, Cpcu Email & Phone Number

Peoria, AZ, US

• In my current role as Underwriting Manager (Commercial E&S) at Pathpoint, I
• Manage a region of the U.S., quoting and servicing new and renewal accounts.
• Analyze coverage needs and interpret risk exposure in order to provide terms within our carrier partners’ guidelines.
• Communicate with team members utilizing digital communication tools such as Slack, Salesforce and Zoom.
• Use carrier systems to quote, bind and service accounts.
• Manage accurate and complete documentation for accounts per Pathpoint and carrier requirements.

Phoenix, AZ

• In my prior role as Senior Underwriter/Manager, I:
• Oversaw the creation and implementation of strategic plans to foster the growth and profitability of management liability business within the Phoenix market, measured by financial performance, profit, rate, retention.
• Established relationships with and mentor agents within the agency to maximize opportunities and achieve profitable growth. Developed personal agency and goals, track progress continually, and utilized data to adjust.
• Increased market share by selling existing products and services and cultivated positive relationships with producers and customers. Drove sales by cross-selling products and services to clients.
• Utilized various tools to determine acceptable risk characteristics and analyze risk within Private/Not-for-Profit guidelines, ensuring proper documentation.
• Set and lead negotiations for pricing, coverage and terms and conditions for all new business and renewals, and recognize account rounding opportunities.

Phoenix, Arizona

• In my previous role as Commercial Renewal Underwriter II, I:
• Led the management of a $9 million monoline property business portfolio consisting of many accounts with agents in the Midwest region for accounts worth over $50K in premium.
• Reviewed, accepted, rejected, or adjusted risks within established underwriting guidelines and authority and ensured risk improvement was processed in line with the business process.
• Built and maintained strong relationships with agents, brokers, and colleagues to execute strategies and achieve established team and company goals.
• Supported the development of profitable intermediary relationships to develop and retain goals. Maintained technical, legal, and market knowledge and developed personal knowledge, skills, and underwriting authority.
• Scoped and prioritized activities based on business and customer impact and provided hands-on leadership, methodology, structure, and information necessary to coordinate decision-making and development.

Phoenix, AZ

• In my previous role as Commercial Express Underwriter, I:
• Administered an assigned portfolio of business involving accounts generally less than $50K in premium; reviewed and evaluated renewal business and recommended appropriate actions to retain premium rate and loss ratio.
• Performed in-depth analysis before approving change requests and general service inquiries for an assigned business book containing 1600-2100 policies and over $16 million written premium.
• Reviewed, analyzed, and verified underwriting documentation to ensure completeness and confirm corporate standards adherence.
• Provided prompt and accurate underwriting responses, ensuring adherence to local and corporate workflows and business strategies. Completed various underwriting assignments as directed by the senior leadership.
• Cultivated positive and constructive working relationships with the company’s marketing professionals to attract and retain clients.

Phoenix, AZ

• In my previous role as Endorsement Underwriter, I:
• Expertly underwrote all non-commercial express renewal endorsement requests and ensured compliance with both corporate and business strategies.
• Efficiently collected and analyzed change requests, general service inquiries, and endorsement requests originating from the producer’s request.
• Performed all tasks in alignment with jurisdictional documentation standards and oversaw the timely completion of all underwriting documentation.
• Addressed producer inquiries related to endorsement and service inquiries, strictly adhering to workflows and business rules/guidelines.

Phoenix, AZ

• In my previous role as Underwriting Services Associate II, I:
• Efficiently managed and completed all initiatives alongside established workflows to ensure data accuracy in support of new business and renewal books.
• Collaborated with business partners to perform delegated tasks and support/drive the retention and servicing of renewals.
• Provided support to the underwriting staff to meet the branch’s operational needs and participated in teams tasked with creating and coordinating the implementation of new procedures to improve the effectiveness of.
• Oversaw data entry, initial analysis, account set transactions, reported analysis and resolutions, and efficiently processed high-volume, time-sensitive transactions.
• Supported the senior management with training and mentoring new underwriting associates and performed other duties as assigned by the underwriting supervisor.

Phoenix, AZ

• In my previous role as HRIS Data Processor, I:
• Updated database and maintained associate transactions.
• Used compensation pay bands to assist stores in merit increases.
• Acted as liaison between field associates and home office.
• Worked with payroll to ensure on time payroll.

Phoenix, AZ

• In my previous role as Corporate Receptionist, I:
• Operated multi-line telephone console.
• Greeted customers and/or vendors and notified the person called upon.
• Responsible for ensuring PetSmart compliance with the government's mandatory Trip Reduction Program.
• Coordinated blood drives.