People/Performance Management• Oversee UAA team to meet/exceed NA Operations performance metrics• Develop UAA Talent through oversight of training and development planning/execution/monitoring• Collaborate with CI UW counterparts to assure mutual priorities are achieved• Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies. Address performance issues promptly through the performance improvement process. • Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows. • Assure timely completion of performance reviews, goal setting and compensation administration• Create and execute plans to retain high potential employeesProcess Management• Assure team adherence and compliance with established processes/workflows /roles /regulatory / compliance guidelines, and quality goals.• Review and communicate all process/workflow changes/enhancements and assure UAA adoption.• Review workflows and escalate any process improvement suggestions to Regional Ops Manager.• Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs.• Assure UAA adoption of Corporate automation strategiesService Management• Oversee process to assure all service delivery goals are met• Act as point of contact for CI business partners regarding operational process, service, and people management• Use of key metric tools to monitor and manage our service deliverables• Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed.Financial Management• Utilize CI Ops/UW Reporting systems/tools to oversee business• Oversee reporting on premium bookings for assigned departments• Ensure timely transfer of eligible business to underwriting center to maximize branch resources• Partner with CSSC to resolve collection/billing issues

Research issues, run reports, and trend data to provide analysis and subsequent potential solutionsPreform Quality reviews and workload balancing,Identify key communication components of the Underwriting Account Associate job and reinforce key components though mentorship to improve teams’ technical skills and drive strong results. Research and provide underwriting analysis of account information and formulate recommendations on risk acceptability and ensure overall regulatory compliance. Use advanced knowledge of product-specific coverage, policy forms, pricing tools, regulatory compliance and systems for alternative pricing strategies to secure accounts Negotiate pricing strategy with underwriter and/or producerCompile and document risk analysis and ensures integrity of electronic files. Coordinate account processing and servicing Determine information needed for placement of reinsurance and complete reinsurance transactionsCoordinate consistent application of process solutions within the local/regional Underwriting Associate communityAssess and prioritize underwriting and service needs and the feasibility of their deliveryFirst-line point of contact for internal and external contacts on account related matters.Research and follow up on Producer inquiriesPartner with underwriting team to resolve business issues that impact producer relationship Member of the Underwriting Account Associate Advisory Council February 2019 - Current: Advise local and Home Office management on issues and trends for Underwriting Associates the Pacific Northwest Region. Recommend and implement solutions to process challengesMember of the Underwriting Account Associate TPM Council February 2019 – Current: Review monthly TPMs and consistently identify, discuss, and distribute TPMs to the UAA teams in the Pacific Region

Commercial Insurance Specialty, Life Sciences, Excess CasualtyResearch and provide underwriting analysis of account information and formulate recommendations on risk acceptability and ensure overall regulatory compliance. Use advanced knowledge of product-specific coverage, policy forms, pricing tools, regulatory compliance and systems for alternative pricing strategies to secure accounts. Negotiate pricing strategy with underwriter and/or producerCompile and document risk analysis and ensures integrity of electronic files. Coordinate account processing and servicing. Determine information needed for placement of reinsurance and complete reinsurance transactionsCoordinate consistent application of process solutions within the local/regional Underwriting Associate communityAssess and prioritize underwriting and service needs and the feasibility of their deliveryFirst-line point of contact for internal and external contacts on account related matters.Research and follow up on Producer inquiriesPartner with underwriting team to resolve business issues that impact producer relationship Member of the Underwriting Associate Advisory Council January 2010-2013 and January 2016 to Current: Advise local and Home Office management on issues and trends for Underwriting Associates the Pacific Northwest Region. Recommend and implement solutions to process challenges

Shopped, quoted, underwrote, wrote, processed and reviewed new applications and renewal policies – property and casualty.Assisted agency producers with quoting, writing, processing and inputting new and renewal business – property and casualtyCorresponded with Company UnderwritersCustomer Service; answered billing inquires, amended policies, reviewed accounts, claims reporting, oral and written correspondence. Tier One Technical Support – Investigated and resolved operation systems and server problems. Installed and updated agency software. Instructed personnel on use of agency and vendor software.Key Operator contact for policy and commission download. Created and maintained agency procedure manual using Word/Excel. Entered and processed direct bill commissions and agency billed items. Created marketing letters and plans within the agency management system.

Advised employees of optional individual insurance plans.Completed and submitted applications to insurance carriers. Distributed applications, prepared and updated employee files, input new hire information in PC based software. Verified licenses and certifications for entire staff. Requested and reviewed employee criminal history checks. Processed payroll, accounts payable and accounts receivable. Compiled month end financial statements. General duties included filing, answering phones, and greeting visitors and prospective clients. Billed clients, created and generated collection letters, posted payments

Provided general clerical and administrative support for the Senior Vice President of Government Relations, Vice President of Government Relations, and Vice President of Litigation. Input and verified information for monthly departmental budget variances, and processed invoicesCreated and updated confidential legal department directory, as well as numerous data logs and spreadsheets in Excel and Word. Maintained legal library; ordered and updated publications, logged and tracked all books and periodicals and processed invoices. Opened and closed case files, ordered settlement checks, corresponded with outside counsel, processed invoices and scheduled companywide litigation seminars.

Received applications, performed preliminary interviews, and input applicant information into databases and spreadsheets.Investigated and processed applicant references. Distributed handbooks , newsletters, and payroll checksPerformed general reception and clerical duties; answered telephones, filing and faxing.

Entered inventory to database. Balanced and reconciled daily reports Maintained and processed accounts payable and receivable