Matthew Gioseffi Email & Phone Number

Surprise, Az, Us

Surprise, Az, Us

- Analyze new business opportunities specifically in the agribusinesss field while cultivating a strong working relationship with agents.- Anticipate and identify moderately complex underwriting and marketing problems, thoroughly analyzing available information and making a timely and practical decision.- Manage underwriting and submission flow for assigned agencies.- Properly escalate risks beyond designated authority levels.- Document underwriting files as required to verify account complies with guidelines and meets regulatory and underwriting quality standards.- Proactively collaborate with sales and marketing to generate submissions in line with our appetite.- Partner with regional sales manager to develop, implement and execute agency business plans.- Lead or participate in agency meetings and training sessions.- Communicate with Agents to gather information missing from documents, convey the status of applications for new business and strive to preserve the integrity of business relationships.

Phoenix, Arizona

· Evaluates, accepts, rejects, or modifies risks within established underwriting guidelines and authority. Complies with company policies, procedures & rating plans when evaluating and managing risk.· Ability to create deep and lasting professional relationships with a limited number of agents from a remote geography.· Ability to sell and negotiate to achieve bottom line profitability for the Company. · Provides primary communication and direction for all processing requirements including policy issuance instruction, endorsement requests, billing requirements and audit review· Maintains service standards by timely response to broker requests in addition to meeting deadlines on submissions of quotations, certificates and/or policies.· Performs other duties as required to best serve customer, team and management needs.

Phoenix, Arizona

· Utilize continuous process improvement work principles to ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for commercial lines of business.· Communicate with team members or agencies to obtain and/or clarify information for the rating and entry process.· Order miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections and loss control.· Actively participate in problem solving activities to define problems, assess current state root causes, design and test solutions, implement solutions, and continuously improve to permanently eliminate problems.· Actively participate in continuous improvement by fully engaging in daily huddles, generating suggestions, following appropriate procedures and continuous process improvement standard work principles, participating in problem solving activities, and utilizing continuous improvement tools to support the work of the team· Serve as a mentor to newly hired members of the staff to assist in training, on-boarding and the overall success of the team.

Phoenix, Arizona

· Met or exceeded quality assurance goal every month since hire date.· Answered inbound calls and assisted customers with specific inquiries.· Solved problems and multitasked to execute simultaneous deliverables with minimal supervision.· Communicated clearly and professionally with policyholders to provide timely and satisfying service.· Accountable for maintaining complete and accurate records of all customer interactions.· Identified and pursued cross selling opportunities for mono-line customers. Generated hundreds of thousands in additional sales by applying sales techniques to influence customer purchasing.