• Evaluated n new business requests for legal expense insurance quotes, rate risks and finalize quotations within underwriting authority• Monitor, analyze and interpret exposure and profitability of existing legal expense insurance accounts and rate renewal quotations• Manage the monthly intradepartmental sales report processing cycle• Lead the unallocated payments project in collaboration with the finance department and achieve targets• Proven ability to enhance and streamline processes to increase productivity amongst the underwriting team• Excellent delivery of customer service and build effective relationships with internal and external stakeholders• Training of new hires and mentor junior staff to improve their technical skills

• Evaluated new business requests for legal expense insurance quotes, rate risks and finalize quotations within underwriting authority• Created performance reviews for affinity groups, associations and commercial risks • Administered and coordinated program launches for external stakeholders• Handled email inquiries from brokers with a customer centric approach on a daily basis• Processed month end sales reports and ensure data integrity• Assisted the Finance team to resolve accounts receivables discrepancies

• Evaluated new business requests for legal expense insurance quotes, rate risks and finalize quotations within underwriting authority• Created performance reviews for affinity groups, associations and commercial risks • Administered and coordinated program launches for external stakeholders• Handled email inquiries from brokers with a customer centric approach on a daily basis• Processed month end sales reports and ensure data integrity• Assisted the Finance team to resolve accounts receivables discrepancies

• Provided standard quotations, evaluated referrals and quoted for large risks within underwriting guidelines• Oversaw the entire process of monthly policy renewal batches and controlled appropriate premium increases • Set up individual policies in various systems including billing system for premium collection• Processed premium changes, policy amendments and cancellations• Coordinated with Finance department regarding non payments and refunds• Distributed broker agreements and processed them accordingly when executed by all parties

• Developed strong relationships with brokers to enhance sales and performance• Responded to broker requests such as product inquiries, system set ups and marketing material orders• Created content for advertising material and email campaigns • Coordinated mass email campaigns which including design templates and prepare contact lists• Conducted a complex online survey for the management team and summarized the results• Performed telemarketing calls to prospective brokerages• Held administrative level access to CRM system (Salesforce) to set up accounts and create customized reports