Maria Gregory Email & Phone Number

Virginia, United States

Richmond, Virginia, United States

Developed Underwriting Center of Excellence structure with 70 employees covering 14 states, 4 product portfolios and 2 segments.

Richmond, Virginia Area

Manage the Small Group (2-50) and Key Accounts (51-99) Underwriting staff. Participate in Enterprise initiatives in support of VA local business.

Richmond, Virginia Area

- Leadership role within the Small Group and Key Accounts Underwriting staff in the implementation of small group ACA products, pricing, and renewals- Leadership role for Virginia, and for the enterprise, in the planning and business requirements gathering efforts to support the 2016 expansion of Small Group ACA to 100 employees- Leading our Virginia efforts to restructure the underwriting and pricing of Anthem Shared Funding

Richmond, Virginia Area

Act as VA Small Group Underwriting business lead for HCR/ACA Implementation. Key participation and leadership role in the design and execution of the ACA renewal and quoting systems for Small Group. Act as VA Small Group Underwriting lead for migration to ISG. Provide leadership in managing the renewal production for 2-50 and 51-99 Underwriting teams. Continue staff training on the newly developed tools and workflows.

Richmond, Virginia Area

Served as SME on multiple VA and Enterprise projects. Key Underwriting resource on the AMISYS to CHIPS migration. Played critical role in the support and maintenance of the SG pricing and renewal tools. Initiated monthly Underwriting staff meetings and continued staff training. Became highly regarded by the Sales staff for ability to explain decisions.

Richmond, Virginia Area

Participated in the design, testing and implementation of the 15-99 renewal system, Sales quoting tool and broker renewal and quoting tools . Took over responsiblity for the monthly renewal process and established calendar for Underwriters. Became VA business lead for rating systems. Started providing training to other Underwriting staff. Continued to complete renewal and quoting work on time or early. Continued to develop relationship with all regional Sales teams.

Richmond, Virginia Area

Consistently completed renewal and quoting work on time or early. Took on complex renewal and quoting situations and became a resource for other Underwriters. Developed relationship with Eastern Sales staff. Handled all ad-hoc reporting requests for the Underwriting department.

Richmond, Virginia Area

Created monthly financial statements for travel business and submited to Headquarters. Analyzed historical data and prepared quarterly 18 month Insurance forecast. Developed MS Access database to track and analyze travel suppliers. Generated monthly claim lags and ensured reserves were adequate and not excessive.

Greenwich, Ct

Prepared daily cash and position reconciliations from custodian reports for 25 accounts in MS Access. Processed trade tickets for Domestic and International stocks and bonds, mortgages, and commercial paper. Delivered foreign exchange instructions to custodian bank. Resolved trade settlement issues with custodians and brokers. Implemented Oasys trade allocation system for 3 equity accounts. Developed file upload to custodian bank for equity trades using MS Excel.

Greenwich, Ct

Prepared daily reconciliations compared to custodian bank for 9 separate accounts in 17 different currencies. Resolved trade settlement issues with custodians and brokers. Processed stock trades in the United States, European, Asian and Emerging markets. Handled foreign exchange transactions and settlement problems. Calculated performance requests for marketing group to be presented to clients. Performed month end positions, foreign exchange rates and stock price differences. Created Excel macros using Visual Basic.