• Partnered with Underwriting and Marketing to create initiatives within operations to target expansion in desirable territories. o Instituted five operational test projects to increase hit ratios on quoted not submitted, green rules and target focus areas. • Work closely with senior leadership to enhance future platform deployment including structure, workflows, UAT testing, operational involvement and underwriting processes. • Working through E-Learning-Gamification initiative to increase quality and production within all operational functions. • Execution and planning the staffing model and budget for the department • Establish performance standards and monitor quality control• Perform annual time studies for production monitoring• Work closely with all departments to ensure customer service is being supported • Carefully selected, developed, and retained qualified staff, as well as trained new staff annually• Minimalized staff turnover through appropriate selection, orientation, training and development. • Knowledge of processes and best practices related to insurance servicing operations• Resolve complex complaints and recommend prevention strategies to mitigate similar complaints from • In conjunction with senior management, establish policies and procedures for order processing, quality, and production. • Provide project management leadership related new system creation and deployment, while facilitating strong working relationships between functional managers.

Private Client Group provides property and liability insurance to high net worth individuals. Our innovative products are designed to enhance protection of, and minimize threats to, personal wealth and safety through a variety of coverages: * Homeowners Insurance* Excess Liability* Auto Insurance* Private Collections Insurance* Yacht Insurance* Excess Flood * Private Aviation Insurance* Workers' Compensation for Domestic Staff* Programs for Family Offices * Kidnap, Ransom and Extortion CoverageRoles:• Proactively managed a $20MM book of business• Execute underwriting strategies that will sustain profitable growth • Deliver underwriting service that meets brokers’ and customers’ expectations • Assist in the training and career development of the Underwriting Technician and Analysts• Quarterly broker travel to Boston to review all new and existing business as well as product development • Review renewals with brokers to surpass retention goals. • Review all account information, loss history, inspection reports, predictive modeling, billing history and overall account data to make informative renewal decisions. • Follow guidelines, authority statements and legal compliance to ensure all renewals and endorsements are processed properly with all of the appropriate approvals attached. • Work closely with brokers and underwriters to assist in any policy issues.• Prep VIP account renewals for accounts over $100k• Volunteer and assist in any projects for managers and colleagues. • Work efficiently and effectively to ensure all work is up to date and processed within legal and standard timeframes.

Participate in marketing and carrier negotiations and collaborate with underwriters regarding accounts, qualifications and guidelines.Skillfully draft detailed insurance report summaries and coordinate with insured parties and carriers to resolve claims.Diligently follow-up with all parties to ensure satisfaction and closure.

Collaborated with brokers and underwriters in order to draft detailed and accurate quotes for all new accounts.Answered complex service calls, processed endorsements and participated in special projects for management.

Evaluated and handled automobile claims for high net worth individuals. Responsible for corresponding with or interviewing policyholders, claimants, witnesses as well as any other involved party. Conduct prompt and thorough investigations, evaluate facts, interpret laws and regulations to properly settle claims.

Skillfully assessed automobile claims for high-net-worth people and communicated with policyholders, claimants, witnesses and third parties.Conscientiously conducted thorough investigations, interpreted laws and settled various claims.

Authorized patient treatments and reviewed all applicable medical documentation to determine accident information.Collaborated with physicians, claims adjusters, service providers and attorneys.Lead Subrogation AdjusterActively collaborated with Legal Department in effectively negotiating optimal settlements while maintaining company financial interests.Skillfully determined at-fault party by researching police statements and documentation. Authorized settlements, communicated with affected parties and included all relevant files in court documentation.

Provided administrative, clerical, and human resources support for the classroom teachers in the management and instruction of students. Actively involved in instructional programs independent of the classroom teachers, including activities outside of the school facility.Activities Chartis PCG Incentive Team:Work closely with team leads and managers to create a positive work environment for all employees. Work as a liaison between employees and managers for all work related grievances and suggestions to improve quality and productivity.