Dynamic insurance professional with extensive experience, excelling in risk management and team development. Proven track record in underwriting and policy creation, enhancing service delivery and client satisfaction. Adept at analyzing data and training staff, driving operational efficiency and revenue growth through strategic initiatives.
Overview
11
11
years of professional experience
Work History
Supervisor
SafePoint Insurance
Metairie, LA
01.2024 - Current
Supervised daily operations to ensure compliance with insurance regulations.
Trained new staff on company policies and customer service standards.
Coordinated team schedules to optimize workflow and resource allocation.
Conducted performance evaluations to support employee development initiatives.
Collaborated with management to implement strategic initiatives for service enhancement.
Directed and supervised team of 15 employees in daily operations.
Monitored employee productivity to provide constructive feedback and coaching.
Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
Worked closely with human resources to support employee management and organizational planning.
Underwriter
SafePoint Insurance
Metairie, LA
09.2023 - 01.2024
Evaluated insurance applications for risk assessment
Collaborated with agents to clarify underwriting requirements and gather necessary information.
Reviewed claims history and credit reports to assess potential liabilities.
Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
Utilized underwriter authority to correspond with corporate risk appetite and strategy.
Underwrote renewals by reviewing premium history, claims history and company financial condition to determine action.
Created insurance policies based on approved risks and established premiums.
Documented underwriting decisions and communicated them to the customers and agents.
Analyzed credit reports, motor vehicle records, loss history, and other pertinent information to assess customer's eligibility for coverage.
Property and Casualty Insurance Agent
Acadian Insurance Services, LLC
Gretna, LA
06.2014 - 09.2023
Rewrote and reinstated insurance policies, following underwriting, business rules, and guidelines.
Knowledge of home construction types and roofs.
Provided flood policies and zone determinations to clients.
Researched and analyzed beneficial insurance options, and made recommendations to clients.
Filled out commercial ACORDS and applications.
Conducted detailed research of the commercial insurance market to identify competitive policies and rates.
Developed appropriate quotes based on risk information.
Explained coverage options to potential policyholders, answering questions or concerns.
Contacted underwriters and submitted forms to obtain binder coverage.
Monitored clients' insurance coverages to ensure that changing needs were met.
Collaborated with underwriters to facilitate policy approvals.
Trained new agents on sales techniques and product knowledge.
Educated customers on the importance of maintaining adequate insurance coverage.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Followed up with existing customers to ensure satisfaction and renewals of policies.