Susan Wimberly Email and Phone Number

Perform reviews of Account Managers work process on National and Construction Loss Responsive accounts with use of the Quality Assurance tools.Review and analyze company policies and procedures with a view toward enhancing sales productivity, efficiency and quality performance.Conduct highly effective virtual, classroom and hands-on training to internal and external customers.Develop and assist in the development of workflow and procedural documents.Participate in multiple projects as project manager, consultant and a subject matter expert.Partners with Account Executives to establish support needs for new and renewal policies. Ensure underwriting quality and profitability through application of the appropriate level of underwriting analysis.Responsible for following compliance with underwriting strategies and regulatory requirements.Build and maintain profitable agency relationships.Prepares documents and participate in pre-renewal meetings.Prepares underwriting/pricing exhibits. Manages account documentation. Ensures accurate and timely servicing and billing of accounts. Communicates with brokers/agencies, MGAs, and internal departments.Researches and resolves issues, responds to inquiries and questions.Quotes Commercial, Construction, Global, National and Oil & Gas accounts by reviewing exposures and experience rating, updating account information, rates and adjusts the price, as requested.Completes renewals based on formal guidelines, commonly referred to as Letter of Authority.Provides information for regulatory compliance. Responsible for providing Account Executives with information necessary to make sound underwriting decisions. Provides support within established performance standards and priorities that are responsive to marketing, underwriting, retention and service goals. Assures all related support activities are delivered in a manner consistent with business unit customer service and expense management focus.

Assisted in ensuring achievement of company productivity and profitability objectives.Analyzed all commercial lines of business to determine acceptability and to control, restrict or decline according to company guidelines.Ordered and approved Motor Vehicle Reports.Organized individual daily volume and maintained productivity reports.Handled computer and manually-issued policies.Assisted in the training of Raters and Servicing Specialists.

Organized, maintained and extracted work from pending files.Ordered and approved Motor Vehicle Reports.Prepared individual daily volume and productivity reports.Rated and priced small construction for home builder accounts using both manual and systemratings for a variety of lines of business's and states.Entered date required information into the system for quotes, new business, renewals, endorsements and cancellations.Approved all new business, renewal, endorsement and cancellation requests per established guidelines.Drafted professionally written documentation and responses to agents and customers that required written responses.Assisted in ensuring achievement of company productivity and profitability objectives.Analyzed all commercial lines of business to determine acceptability and to control, restrict or decline according to company guidelines.Handled computer and manually-issued policies.Assisted in the training of Raters and Servicing Specialists.