Summary
Overview
Work History
Education
Skills
Timeline
Generic

Andrea Petrilli

Summary

Goal-oriented manager with distinguished experience in insurance and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

31
31
years of professional experience

Work History

Manager of Commercial Lines Department

TROXELL
Springfield , IL
02.2008 - Current
  • Managed and analyzed budgets, P&L, balance sheets and sales reports.
  • Used key metrics and prepared reports for senior management to monitor performance of commercial activities.
  • Strengthened team and organization by recruiting and hiring employees.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Managed accounts to retain existing relationships and grow share of business.
  • Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
  • Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
  • Hired, supervised and coached 25 employees on department strategies and tasks to optimize customer experience.
  • Implemented systems and procedures to increase processing turn around times.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.

Commercial Lines Underwriter

General Casualty
Springfield, IL
02.2005 - 02.2008
  • Assessed new and renewal applications for financial liabilities and risk levels.
  • Maintained current understanding of industry and underwriting procedures.
  • Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions.
  • Met with customers, agents and brokers to negotiate coverage, price and service delivery.
  • Examined potential loss stemming from catastrophe, severity or frequency of possible loss.


Middle Market Sales

Liberty Mutual
Indianapolis, IN
01.2000 - 02.2004
  • Managed accounts $10,000 and greater in premium within Indiana territory.
  • Built relationships with customers and community to establish long-term business growth.
  • Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
  • Identified opportunities and cultivated new business through 10-20 new cold calls per week.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Identified prospects' needs and developed appropriate responses along with suitable information on products and services.
  • Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
  • Sold P & C products by developing relationships within middle market arena.
  • Collaborated with Loss Control Representative on strategies to improve quality of risks and drive loss cost down.

Senior Claims Representative

Kemper Insurance
Indianapolis, IN
06.1990 - 02.2000
  • Conducted investigations into complicated mid- and high-exposure claims.
  • Recommended and set reserves based on expected payouts.
  • Updated field operations staff on status of open claims and current actions.
  • Collaborated with legal department on important claims.
  • Selected and managed expert witnesses and litigation managers for investigations.
  • Checked documentation for accuracy and validity on updated systems.
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
  • Verified client information by analyzing existing evidence on file.
  • Generated, posted and attached information to claim files.
  • Maintained strong knowledge of basic medical terminology to better understand services and procedures.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Assured timely verification of insurance benefits prior to patient procedures or appointments.
  • Processed and recorded new policies and claims.
  • Posted payments to accounts and maintained records.
  • Maintained confidentiality of patient finances, records and health statuses.
  • Communicated effectively with staff members of operations, finance and clinical departments.

Education

Bachelor of Science - Business Administration And Management

Ball State University
Muncie, IN
05.1990

Skills

  • Team Recruiting and Onboarding
  • Licensed Property & Casualty
  • Budgeting and Expenditures
  • Operating Procedures and Policies
  • AMS 360 Agency Management
  • Paycor
  • Employee Performance Evaluations
  • Team Relationships
  • Effective Project Management
  • Operational Efficiency
  • Employee Engagement
  • Industry Standards

Timeline

Manager of Commercial Lines Department

TROXELL
02.2008 - Current

Commercial Lines Underwriter

General Casualty
02.2005 - 02.2008

Middle Market Sales

Liberty Mutual
01.2000 - 02.2004

Senior Claims Representative

Kemper Insurance
06.1990 - 02.2000

Bachelor of Science - Business Administration And Management

Ball State University
Andrea Petrilli