Stephanie Koufalis Email and Phone Number

 Examines such documents as application forms, inspection reports, and insurance maps to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Requests additional information, if necessary, and accepts or rejects risks in conformance with company guidelines. Underwrites renewal business by reviewing insured’s file, producing agency experience,nature and frequency of losses and prior carrier loss experience. Ensure that all required information is obtained, proper applications are completed,quotes and binders are confirmed in writing, policies are issued promptly and accurately,state filings (where applicable) are made, and taxes paid in accordance with appropriatestate laws. Review, analyze and underwrite risks submitted by Producers, rate submissions forpremium and terms, analyze exposures for quotes for new and renewal business, issuewritten indications, quotes, and binders; use inspection companies to obtain furtherinformation, quote rates, or explain company underwriting policies. Markets with retail agency customers to develop business and cultivate relationships in an effort to grow a book of business. Foster and improve relationships with other departments, producers, companies, and competitors. Understand and extend Company facilities, utilizing binding authorities or brokeringrisks when required to successfully negotiate a placement; be responsible for yourunderwriting results. Service and perpetuate existing business, produce new business, and have a keenawareness of priorities.

• Underwrites objective risks by applying underwriting rules, guidelines, and established procedures. • Verifies the accuracy of policy information, including coverage limits, and audits for signatures • Follows up for missing or inaccurate information. • Enters/retrieves information into/from various systems to maintain related policy information• Binds new business and processes endorsements• Provides binders, new business policies, policy changes, renewals, reinstatements, rewrites, cancellations and/or non-renewals for assigned personal lines business to brokers • Strong communication skills (written and oral)• Computer keyboarding and navigation skills• Capable of assessing a task and executing efficiently and accurately

 Cultivate and maintain long-term and profitable relationships with existing and new customers. Deliver excellent customer services resulting in complete customer satisfaction. Team player working together to increase sales. Achieve monthly sales quota. Deal directly with underwriters and clients on all day-to-day issues. Thoroughly understand and follow all underwriting and rating plans. Ensure that all company systems and procedures are being adhered to standards. Assure proper handling of all New Business and Renewal consultations. Tactfully handle and resolve claim problems. Review accounts initially and at renewal with the client for the purpose of updating exposure information and offering appropriate products, coverage and services. Effectively organize and manage prospecting campaigns. Meticulously perform the project management duties. Maintain specific knowledge of all products. Easily learned a new computer system this past year and act as a SME for others in the office.