MVP – PROGRAM MANAGER March 2017 - Present*promoted from AVP to VP September 2020 to MVP December 2022Oversee specific programs to categorize insurance vulnerabilities and design risk transfer solutions for clients. Build client relationships and maintain stakeholder expectations; five direct report managers/team leads, managing a team of twenty-five. Serve as senior subject matter expert and underwrite complex assignments; determine appropriate premiums and develop rate tables… Show more MVP – PROGRAM MANAGER March 2017 - Present*promoted from AVP to VP September 2020 to MVP December 2022Oversee specific programs to categorize insurance vulnerabilities and design risk transfer solutions for clients. Build client relationships and maintain stakeholder expectations; five direct report managers/team leads, managing a team of twenty-five. Serve as senior subject matter expert and underwrite complex assignments; determine appropriate premiums and develop rate tables, coverage, terms, and conditions. Integrated with IT Developers to incorporate new system to simplify and streamline processes. Work with Actuary and Data Scientist to research rate needs and overall book rates. Layer tower carriers and negotiate rates, coverages, and premiums for rated and flat layers. Utilize Bordereau process for $300M account management.Key Accomplishments:● Lead twenty-five team members. ● Manage five insurance programs totaling $165M● Coordinate with actuary and IT to build a new rater in conjunction with building a new agency management system to streamline processes, capture complete data, track excess rating compared to ISO rating and generate reports for stakeholders. ● Exceeded 10% program growth goal by 30% year over year.● Improved underwriting guidelines, watched for trends in the market to reduce writings with higher risk exposures or locations. ● Established a monthly rate monitoring report to reflect the program YoY rate increases based on exposure and tier. ● Improved carrier audits over one year through process improvement, guideline changes, and implementation of self-created peer auditing process.● Transferred processes to colleagues in China; saved 100 hours per underwriter annually using Lean Processing.● Reduced referral process approval time from carrier by limiting correspondence; resulted in profit increase. Show less

Administered new product account and negotiated renewal rate reductions, guidelines, marketing, submission review, and budget. Reviewed new business proposals with premiums over $10K. Key Accomplishments:● Recommended new rating arrangement to non-competitive program account carrier; cultivated business in excess of $1.3M within two years. ● Investigated underwriting process and improved efficiencies by delegating tasks to Chinese subsidiary; increased productivity time by 2 hours… Show more Administered new product account and negotiated renewal rate reductions, guidelines, marketing, submission review, and budget. Reviewed new business proposals with premiums over $10K. Key Accomplishments:● Recommended new rating arrangement to non-competitive program account carrier; cultivated business in excess of $1.3M within two years. ● Investigated underwriting process and improved efficiencies by delegating tasks to Chinese subsidiary; increased productivity time by 2 hours per underwriter on U.S. team. Show less

Collaborated with carrier partners to review multifaceted accounts. Upheld underwriting strategies to preserve and attain new clients for business continuation. Accomplished internal underwriting audits to guarantee accurate documentation and agreement adherence. Key Accomplishments:● Earned promotion to AVP.● Progressed to new division to promote Distinguished Culture and integrate recently assimilated corporations. ● Administered $6.5M excess liability program with limits… Show more Collaborated with carrier partners to review multifaceted accounts. Upheld underwriting strategies to preserve and attain new clients for business continuation. Accomplished internal underwriting audits to guarantee accurate documentation and agreement adherence. Key Accomplishments:● Earned promotion to AVP.● Progressed to new division to promote Distinguished Culture and integrate recently assimilated corporations. ● Administered $6.5M excess liability program with limits ranging from $5M to $300M and premiums in excess of $10K.● Directed $5M umbrella liability real estate account with diverse risks. ● Appointed by COO to act as subject matter expert for transitioning hospitality program to new underwriting IT platform. ● Selected by Hospitality Program Manager to preform process analysis; identified inefficiencies and developed new standard operating procedures for corrective actions.● Nominated to collaborate on a small group to assess distribution model; created Account Executive positions and proposed change to management to increase sales and streamline submission flow.● Integrated latest company acquisition; located home for book of business after carrier separated and retained work at a rate of 85%. Show less