Working Complex and challenging policy accounts, requiring blend of customer service skills and analytical prowessConsistently delivering on our expertise and protection focused appetites for a strategic intentional identity. Providing complementary and intentional growth goals, rather than grow at any cost, concentrating on well performing, controlled types of operations, risks, and class of business to provide rate adequate accounts.Performing virtual agency visits to obtain territory expertise. fostering agency understanding and explanation of desirability vs acceptability concerning accounts.Focusing on being carrier of choice for distribution professionals who value protection and service for their complex needs.Partnering with direct assigned agency contacts to assist them in differentiating themselves from the competitionDeveloping, coordinating, negotiating, and implementing commercial business plans with select agencies to meet growth and profitability goals and objectivesMonitor’s agencies business plan results for inventory management and profit reportsProviding corrective action plans with those agencies not conforming to the companies underwriting philosophiesAssisting agencies with sales strategies to develop new business, cross selling, improved retention and maintaining profitabilityReviews market conditions, competitive intelligence and makes recommendations for strategic corporate initiativesUses authority to make individual risk pricing and acceptance decisions when necessary, according to defined procedures and parameters, documenting underwriting decisions

Chosen by Underwriting Management and Director to assist for Premier Portfolio Renewal Underwriting role providing support to premier agency and sales partnersDevelop agency relationships by partnering to meet time service and prioritization standards.Makes decisions requiring review of variables, leveraging agency relationships, inspection reports, evaluation for exceptions, intricacies, inspection reports, price and coverage negotiations concerning book of business and reviewing salesforce and agency account portal available reports and data while ensuring quality, efficiencies, and managing larger, more complex workTaking ownership and accountability to communicate clearly with agencies to mutually agreed upon results.Performs at a high standard for working technical complex large renewals and books of business that contain severe and prohibited hazard exposures.Meets and works within required and agreed upon timelines, manages work projects and account work to facilitate and expedite service with required staff underwriting needs for timely resolutions.Proactively identifies opportunities for cross-selling business and retaining current business thorough consulting with agents and internal partners.Actively participates in lean huddles offering suggestions, improvements, and solutions.Provides a commitment to improving underwriting knowledge, and our entire team’s knowledge by sharing learning opportunitiesIntegral part of helping our Underwriting team navigate CLT Migration, AWD, Policy Center, system trainingParticipated in Continuing Education Committee for the department, presenting and providing inland marine as a subject matter expert and other line trainings to the underwriting department and teams.

Commercial Lines UnderwritingChosen by Underwriting Management to assist with Premier New Business Underwriting role providing support to premier agency and sales partners. Including agency program business with exceptions.Strengthens agency relationships through regular contact on underwriting matters, promoting profit and new business growth, renewal retention and service capabilitiesDecision making requiring additional variables, leveraging agency relationships, evaluation of exceptions, workflow and intricacies, while ensuring file handling quality, workflow efficiencies, and managing larger, more complex workAssisted in forming, running, and providing additional training to the school of underwriting class associates. I also providing CIM training to the underwriting departments that includes all areas Small/Middle Market, premier, NNP, QA and Inquira.Selected for, attended, and provided department training from the 2-day training provided by the Inland Marine Underwriting Association (IMUA)

Processes the most complex new business transactions, changes, rejections, cancellations and renewals for commercial and/or specialty lines productsProvides advice on most complex cases and those that involve extended research. Processes changes, reinstatements, cancellations and breakdowns for all types of commercial policiesPartnership with Quality Assurance & Training to provide training and/or subject matter expertise to other associatesActively serves as a subject matter expert on all lines of business, processing transactions and assistance with agents and/or policyholders on the most complex issuesTook leadership role to create & teach call up queue class & guidelines through formal presentations to teamsGo to person for supervisor, leads & associates to work on special projects, difficult policies, coverages, systems(ISOTEL)