Ed Baumgartner Email & Phone Number

Richmond Va

• Manage the Property & Casualty premium processing for $70 million regional office. Staff of 18 reports including supervisors, technical and customer service positions• Direct the customer service functions for 400+ agency force for the Mid-Atlantic and Northeast regional operations• Implementation of web based processing systems (Duck Creek Technologies) and workflows including file imaging system (Hyland Software- OnBase) on a regional level. Included training of staff and agents• Collected information through agent training to enhance our processing systems• Provide agent training to over 800 agents, producers and customer service representatives resulting in over $10 million in new business premiums each year.• Systems and workflow support to the regional underwriting, loss control and marketing operations, enhancing workflows and providing efficiencies to regional office.• Facilitated new agent activation process through in-person and WebEx training. Reduced time for agents to become productive with Utica by 30%.• Merged Customer Service functions from other regional offices to Richmond location, resulting in expense reductions of 25%• Work with state insurance departments in Delaware, North Carolina, South Carolina and Virginia on processing and procedural issues. Coordinated with home office IT departments regulatory changes for the processing systems • Developed yearly salary, expense and capital asset budgets

Utica, Ny

 Managed the premium processing for the $72 million Errors & Omissions (insurance agents) book of business. Staff of 12 direct reports, technical and customer service positions  Directed the customer service function for the Errors & Omissions and UNIService departments, providing service to more than 15,000 policyholders Concurrently managed the premium processing for the excess and surplus lines operation. Staff of 4 including technical and customer service positions Created detailed specifications to develop and implement the commercial lines manager web-based policy processing system using the Duck Creek Technologies platform. Initiated file imaging project for the professional liability and surplus lines operation using the Hyland Software OnBase platform.  Over length of web based policy processing project, directed IT project team to ensure system was delivered as specified Developed and provided data transfers and customer service functions to 38 state agents associations including excess and surplus lines processing  Originated the first file transfers of data to our business partners for the professional liability program Coordinated with IT staff the upgrade and maintenance of mainframe processing applications, CICS mainframe environment Directed systems testing and provided staff to test system changes and enhancements. Both mainframe and web based systems Establishment of workflows to coordinate with new policy processing systems Implemented the IT changes necessary to support the Canadian managing general agent for the Professional Liability program Developed yearly salary, expense and capital asset budgets

Utica, Ny

Supervised and coordinated the daily processing of commercial lines policiesManaged the daily processing of claims coverage approvalImplemented various workflow and system changes as appropriateMonitored various company and regulatory rate and form revisionsFully responsible for maintaining quality of policies processedProvided staff support services for claim specialists

Worked with information technology staff to develop and implement new processing systemsCreated automated dwelling policy processing systemPartnered with regional offices throughout the company to resolve processing problemsDeveloped PC based programs to monitor staffing and policy processing

Education record

Bachelor Of Science, Finance; Electrical Engineering & Business Major