• Responsible for retention levels of existing book of business. Determines strategy for renewal approach which includes both large and small business accounts, marketing and negotiating with carriers. Works closely with producers and unit managers to minimize mid-cycle lost business, make recommendations and determine best approach for client• Ensures client files are accurate and completed according to procedure; including but not limited to documentation of calls, emails, faxes… Show more • Responsible for retention levels of existing book of business. Determines strategy for renewal approach which includes both large and small business accounts, marketing and negotiating with carriers. Works closely with producers and unit managers to minimize mid-cycle lost business, make recommendations and determine best approach for client• Ensures client files are accurate and completed according to procedure; including but not limited to documentation of calls, emails, faxes, interaction with producers, clients and carriers• Conducts technical reviews of accounts to determine coverage deficiencies, gaps, additional lines of business needed• Services and maintains existing accounts including processing policy changes, policy audits, certificate processing, binder preparation, billing questions, coverage inquiries etc. in a paperless environment • Reviews claim activity and overall losses through claims intake processing, coordinating activity with the claims adjuster and overseeing resolution of claims handling Show less

• Renewal marketing, ordering and updating, as well as facilitating changes and updates to existing policies on large constructions accounts with a total premium of approximately 5 million• Reviews and counsels clients about coverage, changes, exclusions and insurance coverage needs, along with reviewing construction contracts to provide any additional coverage enhancements • Provides technical support to producers to benefit clients and to reach agency’s strategic business goals… Show more • Renewal marketing, ordering and updating, as well as facilitating changes and updates to existing policies on large constructions accounts with a total premium of approximately 5 million• Reviews and counsels clients about coverage, changes, exclusions and insurance coverage needs, along with reviewing construction contracts to provide any additional coverage enhancements • Provides technical support to producers to benefit clients and to reach agency’s strategic business goals • Prepares proposal and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies from insurers• Actively solicits increases in coverage and rounds out accounts through sales to clients Show less

• Receive, review and analyze commercial lines applications and endorsements to approve, reject, or accept with conditions for a total of approximately 15 agencies and 4 million in premium • Order and evaluate investigative reports on current or potential insureds• Extensive communication with agent-customers and other company personnel about insureds, policies, coverages, and pricing either in person, by phone or written correspondence• Includes management of agent and territorial… Show more • Receive, review and analyze commercial lines applications and endorsements to approve, reject, or accept with conditions for a total of approximately 15 agencies and 4 million in premium • Order and evaluate investigative reports on current or potential insureds• Extensive communication with agent-customers and other company personnel about insureds, policies, coverages, and pricing either in person, by phone or written correspondence• Includes management of agent and territorial profitability Review and price renewal accounts in accordance with company standards for CPP’s, BOP’s, auto, workers compensation and umbrella policies on mid size and small accounts • Worked remotely from home office in the afternoon and on an as needed basis Show less

• Service clients by responding to requests via telephone, mail, email fax or producer requests• Oversee the input and maintenance of policy detail in Agency Management System• Assist in the ordering of endorsements, renewals and new business from insurance companies• Follow up with carriers for new and renewal policy issuance as well as outstanding endorsements• Assist in producing schedules of Insurance and renewal proposals

Commmercial property/casualty underwriter. Inland/Ocean Marine underwriter.• Responsible for new and renewal accounts in excess of $2 million through 13 agencies• Analyze and negotiate acceptance criteria for commercial inland/ocean marine insurance• Technically proficient in five inland marine lines of business• Sole underwriter assigned to entire New England Territory (four states-New Hampshire, Maine, Rhode Island and Eastern Massachusetts)• Developed/implemented new… Show more Commmercial property/casualty underwriter. Inland/Ocean Marine underwriter.• Responsible for new and renewal accounts in excess of $2 million through 13 agencies• Analyze and negotiate acceptance criteria for commercial inland/ocean marine insurance• Technically proficient in five inland marine lines of business• Sole underwriter assigned to entire New England Territory (four states-New Hampshire, Maine, Rhode Island and Eastern Massachusetts)• Developed/implemented new underwriting documentation procedures for the entire country• Concluded 1998 as the number one region for adjusted operating income• Experienced auditor Show less