Patricia Spaulding Email and Phone Number

KEY SKILLS- Risk analysis utilizing applications, loss runs, online tools, CoreLogic, building photos, and building inspections- Underwriting guidelines analysis determining if risk meets underwriting and reinsurance guidelines - Client engagement regarding new business, renewals, endorsements, and marketing updates- Quote creation, pricing, and underwriting decision communication- Agency management system documentation including underwriting decisions, photos, spreadsheets, emails, and Acord applications, while following regulatory compliance protocols- Trainer and mentor for underwriting assistants on rating systems, documentation process, and lines of business - Commercial lines system process improvement including updating and creating documentation/spreadsheets- Claims analysis utilizing loss runs and loss ratio for both new and renewal business- Underwriting processor for endorsements, new business, renewals, and legal processing AGENCY MANAGEMENT SYSTEMSApplied Epic | Applied Tam | ImageRight | Finys SuiteTECHNICAL SKILLSMicrosoft Suite | MS Excel | MS Word | MS Teams | MS Outlook | 3CX | CoreLogicLINES OF INSURANCECommercial Package | BOP | Farm | Artisan Contractors | Life (New York Life/Mass Mutual/CRUMP) | Health | Personal Lines | Commercial Lines | Workers Compensation | Disability | Paid Family Leave | Bonds | Professional | Cyber | Directors & Officers | EPLI | Hired/Non-Owned | Nationwide Farm | Umbrella