David Skeehan Email & Phone Number

Oakland, California, United States

• Responsible for staff evaluation, project assignment and performance management of staff of 5-12 (Assistant Underwriters, Underwriters, Senior Underwriters, and support staff).• Delegate and assign workload to underwriters.• Review rate determination developed by underwriters; Offer guidance, rating recommendations, and approval.• Monitor workflow to ensure that all team work is released as needed by Sales.• Charged with ensuring there is a balance between stability and market competitiveness.• Responsible for training and coaching underwriters to assist in professional development and ensure superior work quality.• Responsible for advising underwriters of changes in policies, guidelines and departmental objectives.• Develop rating on larger, more complex cases.

• Develop rating on larger, more complex cases.• Delegate and Assign New Business Team workload to underwriters.• Monitor workflow to ensure that all team work is released as needed by Sales.• Implemented workflow tracking, so that team is always aware of team members’ workload so that everyone can help to complete the work as a team.• Helped develop procedures and format for Cost Savings Projection report, which has become a powerful tool for Sales. • Mentor Underwriters and Assistant Underwriters, giving guidance, rating recommendations, and approval.

• Presented large, complex cases to senior staff for review.• Handled increasingly complicated cases.• Responsible for the testing and quality assurance of internal cost estimation product created by actuary department.• Reviewed and signed-off on assistant underwriters’ work.• Began to teach and mentor assistant underwriters.

• Analyzed the dental-benefit utilization to determine the expected costs to Delta Dental of implementing the dental program for a new client.• Recommended benefit designs that will minimize the risk to Delta Dental and the client.• Worked with the Sales Account Executive to strategize as to how the client can best be served.• Prioritized and complete multiple tasks in a timely manner based on deadlines.• Calculated renewal rates based on client’s prior claims experience data.• Discussed rating methodology with peers to come to a consensus.• Participated in peer review.

Externship, Personal Financial Planning Curriculum

The Externship Richardson, Texas, Summer, 2024 Supervisor: Hannah Moore, CFP® This virtual, asynchronous 8-week program took approximately.

Certified Financial Planning Curriculum

I began studying the educational curriculum required for Certified Financial Planner program in February 2023 and expect to finish it.

B.A., Economics

Activities and Societies: Omnicron Delta Epsilon, Pi Gamma Mu, Dean's List

Education record

Seminar: "Reaching for the Next Level: The Key is Motivation, Cooperation, and Trust", September 2010

Business

Activities and Societies: Graduate level business courses.