Summary
Overview
Work History
Education
Skills
Timeline
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Angela Lee, CPCU, CIC

Raleigh,NC

Summary

Performance-driven Vice President with over 35 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Overview

37
37
years of professional experience

Work History

Vice President of Operations

First Benefits Insurance Mutual
03.2020 - 08.2023
  • · Managed 28M Written Premium for growth and retention
  • · Communicated with executive team to deliver production results to identify and evaluate both challenges and successes in support of company strategic plan
  • · Presented underwriting results to company board of directors
  • · Coordinated policy administration software with third party vendor
  • · Oversaw policy and unit statistical data reporting to NCRB and NCCI
  • · Coordinated State Rates/Rules/Forms Compliance including state expansions
  • · Coordinated premium audit function and results with third party vendor
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • · Managed Policy Services and Underwriting staff
  • · Developed and implemented company guidelines, policies and procedures and workflows.
  • · Determined performance and production goals to meet quality and service standards
  • · Monitored production metrics to ensure quality and service standards
  • · Provided training and mentoring support for new employees
  • · Collaborated with various departments and operational leads to support company strategic plan
  • Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols
  • Identified opportunities to improve business process flows and productivity
  • Supported Executive Team in reviewing, identifying and prioritizing strategic initiatives
  • Set clear goals to monitor targets and offered real-time input on performance and motivation
  • Established performance goals for department and outlined processes for achievement
  • Identified issues with production, workforce, and material sourcing and implemented successful solutions
  • Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
  • Improved employee satisfaction rating by realigning and enforcing policies
  • Drove team engagement to achieve aggressive company targets
  • Supported project management team for optimal performance

Vice President of Underwriting

First Benefits Insurance Mutual
01.2014 - 03.2020
  • Demonstrated effective leadership skills to motivate employees and build competent teams.
  • Oversaw business-wide transition from third party administration to building Policy Services team
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Clarified roles, responsibilities and expectations of staff.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Monitored industry trends, keeping current on latest changes and competition in industry
  • Established performance goals for department and outlined processes for achievement
  • Established and maintained strong relationships with customers, vendors and strategic partners
  • Analyzed industry trends and tracked competitor activities to inform decision making

Senior Underwriter

First Benefits Insurance Group
06.2008 - 12.2013
  • Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
  • Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.

Senior Underwriter

Ohio Casualty Group
04.1998 - 04.2008
  • Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
  • Supported review, acceptance or denial of new or renewal business after carefully reviewing all information.
  • Guided, mentored and coached underwriters in both technical and professional skills, instilling best practice and company standards.
  • Negotiated policy terms and coverages to bring coverage terms into alignment with company directives on contracts and policies.

Underwriter

North Carolina Farm Bureau Insurance
09.1986 - 04.1998
  • Various team assignments including farm, personal and commercial lines
  • Improved loss results and profitable growth working with economically depressed and poor performing geographical territories
  • Enhanced agency relationships and provided communications/training on products, services and underwriting standards with onsite agency visits
  • Served as instructor for new agents' training. Classes filed and approved by NCDOI for continuing education

Education

Bachelor of Arts -

Wake Forest University
Winston-salem, NC
05.1986

Professional Designation

Chartered Property Casualty Underwriter
1995

Professional Designation

Certified Insurance Couselor
2013

Skills

  • Effective leader
  • Policy and procedure development
  • Company guidelines
  • Presentations
  • Staff training/development
  • Relationship building

Timeline

Vice President of Operations

First Benefits Insurance Mutual
03.2020 - 08.2023

Vice President of Underwriting

First Benefits Insurance Mutual
01.2014 - 03.2020

Senior Underwriter

First Benefits Insurance Group
06.2008 - 12.2013

Senior Underwriter

Ohio Casualty Group
04.1998 - 04.2008

Underwriter

North Carolina Farm Bureau Insurance
09.1986 - 04.1998

Bachelor of Arts -

Wake Forest University

Professional Designation

Chartered Property Casualty Underwriter

Professional Designation

Certified Insurance Couselor

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Angela Lee, CPCU, CIC