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.

• 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.

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.