Patrick Anderson Email & Phone Number

Charleston, Sc, Us

- Collaborated with the Enterprise Data & Analytics team to map policy data from ALIS to PowerBI, ensuring accurate API transmission and aligning Dyad ALIS entries with PowerBI standards set by the Data & Analytics team. This effort enabled standardized reporting of the profit center's book of business, which aligned with enterprise-wide goals.- Redesigned and optimized Direct Bill and Agency Bill invoice layouts in ALIS to improve clarity and reduce payment discrepancies for over 20,000 invoices annually. Integrated the new layouts with an online payment portal and collaborated with billing and accounting teams to meet all requirements.- Led the data migration of 1,100 policy records and transitioned four end users from Applied Epic to Dyad ALIS agency management systems. Ensured data accuracy by developing automated validation tools and provided end-user support and training, ensuring a seamless transition for Applied Epic users.- Created dynamic quote letter templates in ALIS to streamline workflows and ensured consistency and accuracy in client communications for over 4,000 quotes generated annually by the Agriculture and Commercial departments.

- Achieved organic growth revenue 42% above the organization-wide goal and maintained loss ratios below 35%. - Streamlined Agriculture policy document distribution, reduced processing time by 50% and saved 20 hours per week for the underwriting team, which enabled greater focus on core tasks.- Co-led the Office 365 tenant-to-tenant migration of Tower Services’ O365 tenant to Brown & Brown’s O365 tenant. Oversaw the transfer of all SharePoint sites, OneDrive files, domains, and Outlook emails, ensuring a seamless integration and minimal disruption to operations.- Collaborated with stakeholders to onboard all insurance companies previously contracted with Tower Services, thus preserving long standing partnerships and ensured a seamless transition while expanding market reach.- Facilitated the integration of Tower Services retail agency partners with The Colonial Group which expanded agency distribution capabilities.

- Oversaw daily operations, managed teammates, optimized workflows, fostered client relationships, ensured state regulatory compliance, analyzed performance metrics, implemented process improvements, and provided training to enhance efficiency, customer satisfaction, and agency growth.- Secured strategic partnerships with Liberty Mutual, Allianz and State Auto, which generated an additional $3 million in premium volume and expanded our market presence within Agribusiness.- Served as the seller-side representative during the acquisition by Brown & Brown, overseeing all phases of the acquisition process to ensure a successful deal closure.- Systems Administrator primarily managed Applied Epic and Office 365. Managed support tickets and executed change requests, ensuring timely resolution of technical issues. Configured IVANS downloads to automate data sharing with insurance partners, increasing efficiency and reducing manual data entry by 60%. Implemented Azure Identity Management with Single Sign-On and multi-factor authentication for Applied Epic, enhancing security and simplifying user access.- Built and managed the agency website, delivered updates and improvements to support business goals.- Developed a custom application for agribusiness insurance, streamlining the process for retail agents to submit new accounts.- Provided strategic guidance and underwriting support as a subject matter expert in Agribusiness insurance, collaborated with Tower Services underwriters to manage complex accounts effectively.- Managed all insurance policy audit requests for the Travelers Agribusiness Delegated Underwriting Authority (DUA) book of business. Provided training to underwriters on documentation requirements and proper file preparation, ensuring compliance with audit standards. This proactive approach ensured audit readiness and resulted in the highest possible audit scores in two consecutive reviews over six years.

- Managed a $5 million book of farm and commercial agribusiness accounts, with premiums ranging from $1,500 to $105,000.- Achieved 11% annual premium growth while maintaining a loss ratio under 50%.- Specialized in underwriting equine-related risks, including personal horse farms, riding instruction facilities, and equestrian events. Assessed unique exposures and crafted tailored insurance solutions to meet the specific needs of clients in the equine industry.- Built strong relationships with partner agencies by visiting their offices, offered guidance on evaluating risks, and provided training, which improved the quality of new business submissions and increased the rate of successfully closed deals.

- Quoted and issued new policies, renewals, and endorsement requests in accordance with underwriting guidelines and assigned authority limits.- Collaborated with agents and underwriters to gather necessary information, clarify underwriting requirements, and facilitated timely policy issuance.- Configured company and agent commission tables in Applied Epic, automated the commission process and replaced the manual Excel-based system, which improved efficiency and reduced errors.- Digitized client account records into Applied Epic, ensured accurate data entry and made client information easier to access, which improved day-to-day operations and recordkeeping.EDUCATION