Jeffrey Esterly, Au Aic Email & Phone Number

Shillington Pa

Wyomissing Pa

Conducted thorough reviews of higher value home, scheduled personal property, auto , boat and umbrella risk exposures for acceptance, acceptance with modification or declination.• Partnered with inspection vendors to identify issues with the inspections, resulting in improvement of the quality of inspections and reduction in the volume of inquiries and phone calls from agents.• Provided our team with training, presentations, and assistance on how to evaluate issues with construction, roofs, heating systems, wiring, plumbing, etc. to avoid writing unfavorable risks.• Identified issues and made changes to inspection letters sent to the agents and insured’s that were implemented, reducing the amount of phone calls for clarification.• Assisted and trained agents, territory sales consultants, and underwriters on the replacement cost tool, to reduce the number of miscalculated replacement costs on applications. • Contributed to the inspection handling grid to identify hazards that present a potential loss and affect the company’s profitability.• Audited policies after the inspection has been received and provided feedback on how to improve the prior approval process.

Wyomissing, Pa

Reviewed written and phone requests in the states of Kentucky, Michigan, & Ohio for acceptance, acceptance with modification, termination, rate adequacy, and adherence to the company guidelines• Maintained a consistent contact with territory sales consultants and agents which increased production.• Conducted a review of the Mid-West Region termination letters and had changes implemented that resulted in letters being more consistent, concise and, meet the state requirements. • Participated with compliance team by recommending changes to the Michigan Guidelines Lines that were implemented to keep the company in compliance with the Michigan Essential Act.• Contributed to the company E-mail Etiquette project by providing recommendations which improved the e-mails being sent internally and externally.