LPW - 90

Summary of Skills: Experienced Licensed Commercial Insurance Underwriter with 20+ years of experience in the commercial property and casualty industry. Background in marketing to various insurance carriers, presenting and discussing coverage with clients. Familiarity using Applied EPIC and Omni, servicing both personal and commercial lines accounts. Management experience in previous roles, with an emphasis on positive communication with clients and fellow colleagues.

CERTIFICATION:               New York State Property and Casualty Brokers License, 2002

IT Skills:                            Highly proficient in Microsoft Word, Excel, Applied EPIC and Omni

Underwriter/Account Executive

• Wholesale a book of $3 Account size: $5,000 to $750,000.
• Brokered a book of Select Personal and Commercial Brokered accounts Typical size: $5,000 to $175,000.
• Review and rate insurance coverages (workers compensation, property and general liability insurance, business owners, commercial auto) with providers (Travelers Insurance Company, Amtrust Group, Markel Insurance, Guard, CNA, U.S. Underwriters Insurance Company, )
• Quote the risk in our in-house rating programs if they fit underwriting guidelines, if not refer to other providers to be quoted
• Coordinate with retail agents to accept insurance quotes and send the request to bind either in-house or with third party company
• Use Applied EPIC system to collate all correspondence and process billing

Lead Underwriter/Account Executive, Commercial and Personal Lines   

• Responsible for a wholesale book of more than $5 million in annual new business
• Brokered a book of Select Personal and Commercial Brokered accounts Typical size: $5,000 to $175,000.
• As Head Underwriter, managed team of four employees (2 underwriters, 2 raters)
• Review and rate insurance coverages (workers compensation, property and general liability insurance, business owners, commercial auto and homeowners policy) with providers (Travelers Insurance Company, Amtrust Group, Markel Insurance, Guard, CNA, U.S. Underwriters Insurance Company, )
• Quote our in-house rating programs that fit underwriting guidelines or refer to other carriers to be quoted
• Coordinate with retail agents to accept quotes and to bind either in-house or with third party company
• Use Omni system to collate all correspondence and process billing
• Process endorsements and assist with re-marketing of non- renewed accounts

Summary of Skills: Experienced Licensed Commercial Insurance Underwriter with 20+ years of experience in the commercial property and casualty industry. Background in marketing to various insurance carriers, presenting and discussing coverage with clients. Familiarity using Applied EPIC and Omni, servicing both personal and commercial lines accounts. Management experience in previous roles, with an emphasis on positive communication with clients and fellow colleagues.

Underwriter/Account Executive

• Wholesale a book of $3 Account size: $5,000 to $750,000.
• Brokered a book of Select Personal and Commercial Brokered accounts Typical size: $5,000 to $175,000.
• Review and rate insurance coverages (workers compensation, property and general liability insurance, business owners, commercial auto) with providers (Travelers Insurance Company, Amtrust Group, Markel Insurance, Guard, CNA, U.S. Underwriters Insurance Company, )
• Quote the risk in our in-house rating programs if they fit underwriting guidelines, if not refer to other providers to be quoted
• Coordinate with retail agents to accept insurance quotes and send the request to bind either in-house or with third party company
• Use Applied EPIC system to collate all correspondence and process billing

Lead Underwriter/Account Executive, Commercial and Personal Lines   

• Responsible for a wholesale book of more than $5 million in annual new business
• Brokered a book of Select Personal and Commercial Brokered accounts Typical size: $5,000 to $175,000.
• As Head Underwriter, managed team of four employees (2 underwriters, 2 raters)
• Review and rate insurance coverages (workers compensation, property and general liability insurance, business owners, commercial auto and homeowners policy) with providers (Travelers Insurance Company, Amtrust Group, Markel Insurance, Guard, CNA, U.S. Underwriters Insurance Company, )
• Quote our in-house rating programs that fit underwriting guidelines or refer to other carriers to be quoted
• Coordinate with retail agents to accept quotes and to bind either in-house or with third party company
• Use Omni system to collate all correspondence and process billing
• Process endorsements and assist with re-marketing of non- renewed accounts