Dan Thibodeau Email & Phone Number

Us

Hartford, Ct, Us

National accounts underwriting. I handle a very large book of business as an in force underwriter. I handle renewals, reviews, accountings, plan changes and general risk management of my portfolio.

Hartford, Ct, Us

Performed as underwriting lead for client company. As client lead, I was first point of contact for the client in most areas. Content contributor for comprehensive underwriting manual. Content contributor to referral criteria for all lines of business and had ownership of referral decisions extended to client company. Underwrote renewals for client company and processed renewals and new business to establish reinsurance rates. Content contributor to establishing quality assurance criteria and performed in the role of QA analyst for client company.Assessed client company underwriting knowledge through development of case studies and results from which set the course for targeted risk training. Designed and delivered training on targeted risk content.

Boston, Ma, Us

Assess risk, financial, benefit plans and contract analysis on large, technically complex prospective and renewal business and establishes pricing for group disability and group life insurance policies.Advanced analytical skills.Aggressively and proactively manages accounts to assure problems are resolved while taking into consideration the financial impact of decisions.Manages 17 customers ranging in case size from 7,500 – 35,000 covered lives and $75 million dollars in overall annual premium and fees.Daily interaction with sales, billing, claims, reporting, actuarial and contracts.Advanced organizational and multi-tasking skills balancing 30 prospective RFP's and 17 clients.Serve as mentor and trainer to 1-2 new underwriters per year.Participates in and has lead various projects such as quality assurance initiatives, expense allocation, and international risk.Participates in customer finalist and renewal presentations 3-5 per year.

Oo

Performed the functions of a national accounts underwriter on some of Sun Life’s largest and most complex customers.Managed 25-30 customers ranging in case size from 3,000 to 20,000 covered lives and $50 million in overall annual premium and fees.Served as Sun Life’s resource to underwrite Taft-Hartely union plans for life insurance. Implemented a strategy to break into this market segment successfully.Certified in Sun Life’s presentation skills training to interface with customers and intermediaries.

Boston, Ma, Us

Responsibility for rate, retention, profitability for 50% of the large case business in the U.S. and approximately $400 million dollars.Managed up to 12 direct reports.Worked with direct reports at various levels with their training, coaching, development, and business acumen.Worked with cross departmental teams including actuarial, billing and accounting, claims, installation, and IT to provide superior, timely customer service.

Boston, Ma, Us

Assess risk, financial, benefit plans and contract analysis on prospective and renewal business and establishes pricing for group disability and group life insurance policies.Analytical skills.Aggressively and proactively manages accounts to assure problems are resolved while taking into consideration the financial impact of decisions.Manages 25-30 clients ranging in case size from 500 - 5,000 covered lives and $20 million dollars in overall annual premium and fees.Daily interaction with sales, billing, claims, reporting, actuarial and contracts.Advanced organizational and multi-tasking skills balancing 40 prospective RFP's and 30 clients.Serve as mentor and trainer to 1 underwriter per year.