Kayla Shepherd Email and Phone Number

Lead transportation underwriter of Kansas City branch office. Accountable for all facets of premium growth, rating of new and renewal business, servicing and retaining accounts, marketing to both new and prospective retail agents and building and maintaining solid working relationships with existing agents.Successfully interact with clients to generate repeat and referral business, resulting in increased premium sales, attend state insurance conventions, conduct physical agency visits and initiate cold-calls to prospective retail agents and assist with new agency appointments.

Member of a three-person underwriting team. Accountable for maintaining a $2M book of business, premium growth, rating new and renewal business, servicing and retaining accounts, and building and maintaining solid working relationships with existing agents. Youngest individual in Med James history to be promoted to underwriterTasked with training new and existing associates on ImageRight paperless systemSuccessfully rebuilt struggling agency relationships based on solid customer service and efficient quote turn-around time

Accountable for all facets of policy typing and preparation, issuing state and federal filings and typing endorsements. Served as interim supervisor when neededWrote and prepared tutorials for Windows based rating softwareAssisted with design and testing of new policy typing programEarly career highlights include:Receptionist then later promoted to Agent - Boston Insurance