Rate, quote, and bind risk based on acceptability, coverage, and pricing for small owner-operator and mid-fleet motor carriers. Collect, maintain, and analyze data to make informed underwriting decisions.Review submissions information required to issue new and renewal business quotesDevelop strong, long-term relationships with agents adding to profitable books of business.Manage internal and external relationships contributing to a superior service experience for the agent and broker customer.Communicate daily with multiple agencies, generating over 100 trucking insurance quotes weekly while recognizing and creating various cross-sell opportunities resulting in a 15-25% increase in revenue for the agency. Provide guidance and direction to junior staff including underwriting assistants.

Reviewed and prepared new and renewal binders and policies as directed by UnderwriterMonitored and maintained various reports for accuracy and consistencyResponded to all inquiries, providing timely, courteous, and efficient customer service to agents, policyholders, team members, and other departments

Provided professional-client servicing, administrative support, and strategic oversight of various risk accounts including commercial real estate, construction, and property management. Local subject matter expert and first contact/point person for assigned accounts ensuring streamlined correspondence to capture, evaluate and prioritize the client’s needs. Advised clients on coverage concerns, accounting inquiries, and informational requests referring complex and/or sensitive matters to the appropriate person. Managed the renewal process by compiling, analyzing, and interpreting client information including updating applications, loss analysis, creation of various schedules, and review of client financials to appropriately market and structure submissions for underwriting resulting in over 90% retention of Client Accounts. Appointed as the coordinator for an internal software program which required presenting and training clients and team members on the utilization, issuance of client documentation, and maintaining knowledge of system updates and enhancements. Ensured timely processing of agency-billed correspondence, including review and reconciliation of invoices. Maintained a high degree of accuracy in account/document management systems.Trained and mentored less tenured client services staff, provided team member orientations on departmental policies and procedures training.

Evaluated applications and escalated issues as needed. Requested and reviewed third-party verifications and assured all compliance documentation met the requirements of the chosen program. Obtained through underwriters approvals for various types of mortgage loans. Examined loan documents assuring accuracy and completeness. Created and maintained trust relationships with real estate agents, attorneys, and lender representatives to ensure excellent customer service.