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Work Background
AcrisureCommercial Account Manager
Aug. 2024Grandview Heights, Ohio, United States
J.M. WilsonUnderwriter
Nov. 2023 - Jul. 2024United StatesBind and execute insurance policies for issuance, ensuring precision and adherence to company guidelines. • Maintain regular communication with clients and insurance companies, promptly addressing inquiries and seeking support from underwriters when necessary. • Manage daily workflow in ImageRight, analyzing, handling, or forwarding tasks to underwriting technicians for processing. • Consistently meet service standard requirements to uphold optimal customer satisfaction levels. • Stay informed on current underwriting practices by actively participating in training meetings and reviewing updates from company underwriting manuals. • Provide backup support within the department and company, handling phone calls, customer service needs, quotes, bindings, and rush items as needed. • Assess renewal business by meticulously comparing accounts against company underwriting guidelines and rates. • Evaluate submissions for new business, determining acceptability based on underwriting guidelines, applications, websites, and loss runs. • Identify accounts for potential non-renewal. • Perform any additional duties as assigned. Skills & Abilities: • Possess proficient written and verbal communication skills with acute attention to detail. • Demonstrate strong decision-making and negotiation abilities. • Exhibit effective time management skills, consistently meeting company guidelines and goals. • Showcase intrinsic motivation to prioritize customer satisfaction and uphold ethical standards. • Display organizational proficiency, capable of managing multiple tasks. • Familiarity with Salesforce and ImageRight software programs is advantageous. • Knowledge of proprietary. company rating programs As a dedicated Insurance Underwriter at JM Wilson Corporation, I am committed to ensuring the highest level of service.
State Auto InsuranceCommercial Lines Underwriter II
Apr. 2022 - Jul. 2024Columbus, Ohio Metropolitan AreaEnsures a profitable book of business by appropriately evaluating the acceptability of risks within
delegated authority levels. Partners with agents to manage a book of commercial business and agency relationships. Develops decision-making authority capability with moderate under comprehensive supervision, recommending quality exceptions where appropriate to maximize profitability and meet business plans. Supports marketing activities to agents and actively participates
in the agency management process. Responsible for working with and protecting confidential and proprietary customer and Company information.
Job Responsibilities 1. Risk Selection: evaluates or assesses the business applying for insurance by qualifying accounts identifying, selecting and assessing
risks determining the premium, policy terms and conditions obtaining approvals creating/presenting the proposal to the agent/brokerand successfully negotiating deals. 2. Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on
supporting Agents and Brokers objectives through successful negotiations. Develops and maintains the relationship through responsive service, site visits, in person renewal meetings or knowledge of their customers businesses. 3. Portfolio Management: Manages a book of business by analyzing the portfolio, identifying areas of opportunity for improved growth, profit and diversification,and executing marketing plans to increase market share with preferred brokers. 4. Documenting the Deal: Documents files in a way that reflects a solid thought process and decision making through comprehensive account reviews, sign-offs and referrals. 5. Continuous Improvement: Actively participates in continuous improvement by fully engaging in daily huddles, generating suggestions, following
appropriate procedures and work principles, participating in problem solving activities, and using continuous improvement tools to support the work of the team.
HuckleberryClient Advisor III
Oct. 2021 - Apr. 2022Columbus, Ohio Metropolitan AreaSales and underwriting for small businesses including :
General liability Commercial package
Business auto
Inland Marine Workers compensation in 36 states.
Liberty Mutual InsuranceSales Representative
May. 2019 - Oct. 2021
Natural Focus MarketingBroker Principle- Ohio,Indiana,Kentucky,
Nov. 2001 - Sep. 2018United StatesRepresenting premium dietary supplements and body care since 2000.Natural Focus provides a boutique brokerage experience in the categories of personal care, cosmetics and dietary supplements. Our team of five associates served accounts in the natural health food store and gourmet grocery channels. Award winning broker that focused on premium quality over quantity brands.
Choice Sales and MarketingTerritory Manager
Jan. 2000 - Jan. 2001
Palm Harbor Natural FoodsLead Buyer
Aug. 1999 - Oct. 2000United States
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