Kathy Porter Email & Phone Number

Amelia, Ohio

Amelia, Ohio

• Monitor rates, policies, underwriting, processing and procedures for accuracy and compliance within the Financial Institution Division for 8 agents totaling over $250 million in premium volume
• Ranked by management as the top performing Rating Analyst due to work ethic, drive for results and above average job performance; successfully handled the largest agency within the company representing 65% of the book.
• Identified and executed several process improvements in the area of communication, document management, process flow and controls in a rapidly changing environment which improved accuracy and response time
• Trained fellow employees on analyzing data, problem solving, triage procedures, new premium processing computer system; conducted peer reviews
• Quality results attained including reduction in errors, building successful relationships with key agents and reducing inefficiencies going forward; conferred with upper management regarding findings

Cincinnati, Ohio Area

• Product Specialist/Underwriter
• Product filings for Non-Trucking Liability and Physical Damage and Occupational Accident trucking forms in addition to Workers Compensation underwriting for the Trucking Division
• Received Driving Force Award for successful high level meeting with key broker to discuss accounts; recognized for thoroughness and professionalism
• Collaborated with Underwriting, Product Development, Product Management, Information systems and other business partners for implementation of new/revised products and supporting services
• Participated in the selection, implementation, on-going maintenance and reporting of the Learning Systems
• Contact and technical resource on underwriting policies, guidelines, processes and systems

• Commercial Account Manager
• Handled large commercial accounts for twenty assigned agencies with $7 million in premium volume
• Regularly surpassed quality and quantity of work while exceeding service time standards
• Audited files consistently receive a 100 percent rating with no deficiencies noted
• Led regional project to redesign job functions for the future; volunteered for the project
• Helped develop and expand existing business developing agent relationships and writing new business

Cincinnati, Ohio Area

• Casualty Specialist
• Underwriter for producers in Ohio and Kentucky; handling both small and large commercial accounts
• Workers Compensation and Auto Line Coordinator for the Cincinnati office
• Trained new underwriters and employees on products and lines of business
• Regularly made agency visits and account presentations, establishing strong agency relationships