Jay Chavez Email & Phone Number

Atlanta, Ga, Us

Schaumburg, Il, Us

• Responsible for evaluating exposures, controls, loss history and assessing financial condition for the most complex commercial excess and surplus lines accounts with a view to sound underwriting for risks within appetite specializing in construction, habitational, and multinational manufacturing corporations often pricing and writing accounts with million-dollar premiums and global operations (global risk underwriting).•Work with brokers to profitably underwrite new business and renewal submissions.• Conduct due diligence on transactions and processes in order to determine the risk profile and compliance with relevant regulations. • Review, evaluate and summarize risk exposures, controls, loss history, and financial condition to formulate underwriting decisions around submission acceptance or declination. • Evaluate and execute policy rating, subjective pricing, policy construction, coverages & exclusions, mandatory forms, etc. to accurately quote and issue policies. • Responsible for end-to-end servicing processes for new business, renewals, and endorsements for complex business products. • Manage and develop broker interactions.•Assist management in onboarding, training, developing and mentoring new analysts.• Created and executed a template to train incoming underwriting associates that follows the end-to-end policy cycle at Zurich North America including understanding of UA procedures and comprehension of commercial insurance with a focus on appreciation of excess liability and how the underlying policies relate to excess and surplus lines.

Bloomington, Illinois, Us

Producer and frontline underwriter of property and casualty insurance.- Top performing producer of homeowners and auto insurance, licensed and writing policies in 25 states.- Responsible for generating new business and training sales agents on relationship management and cross selling techniques.- Responsible for data collection and analysis- Responsible for risk evaluation, risk placement and pricing of property and casualty insurance with binding authority over complex risk. - Responsible for negotiating, approving and declining new accounts.- Consistently exceeded profitability of my book of business by accurately matching price to risk.- Provide training and mentor peers and assist leadership in on-boarding new analysts.

Bloomington, Illinois, Us

- Handle over 4,000 auto accident claims per year.- Conduct investigations and analyze relevant reports to make complex liability decisions.- Make timely payment of the coverages purchased by our policy holders.- Mentor 24 new recruits and current claims analysts each year.

New York, Ny, Us

Managed a foreclosure portfolio.Developed relationships with builders, realtors, and other real-estate professionals to sell mortgages and grow my sales portfolio by one million dollars per month. Maintained a pipeline of three million dollars per month.Partnered with non-profit organizations to deliver home buying education to our communities.Developed and thought personal finance courses that empower new home buyers to make sound financial decisions.Attendance for these courses ranged from 20 attendees to 100+ attendees per session.Referred business to internal personal bankers, commercial bankers, insurance agents, and treasury service bankers.

Charlotte, Nc, Us

Ranked #2 in the nationDevelop relationships with accountants, attorneys, medical professionals, cities, counties, municipalities, and the businesses in my market to provide financial services that grow deposit balances and a loan portfolio for the bank. Open and advise on personal and commercial checking accounts, savings accounts, investments, merchant services, retirement accounts, and take secured and unsecured loan applications including real estate secured business loans, HELOCS, personal and business credit cards, vehicle loans, boat loans, and overdraft protection lines of credit.

Raleigh, Nc, Us

Ranked Top 5 in GeorgiaDeveloped relationships with accountants, attorneys, medical professionals, cities, counties, and the businesses in my market to provide financial services that grow deposit balances and a loan portfolio for the bank. Opened and advised on personal and commercial checking accounts, savings accounts, investments, merchant services, retirement accounts, and take secured and unsecured loan applications.

San Francisco, California, Us

Ranked top ten in South GeorgiaDeveloped relationships with builders, realtors, and other real-estate professionals to sell mortgages and grow my sales portfolio by one million dollars per month. Developed and thought home buyer education classes.Maintained a pipeline of three million dollars per month.

Us

Ranked top ten in GeorgiaDeveloped relationships with builders, realtors, and other real-estate professionals to sell mortgages and grow my sales portfolio by a million dollars per month. Maintained a pipeline of 3 million dollars per month.

Raleigh, Nc, Us

Ranked #1 in the South EastResponsible for handling large amounts of cash with integrity and provide excellent customer service.Identified financial needs and have our bankers open accounts as solutions for our clients needs.

Bachelor Of Business Administration, Risk Management And Insurance - Magna Cum Lau'De

Rock, Blues, And Jazz Performance., Music-Guitar