Dynamic and goal-oriented professional with extensive experience in customer service, sales, and account management. Recognized for consistently exceeding expectations and capturing new business opportunities. Skilled in building strong client relationships and driving growth through deep expertise in insurance, finance, and mortgage. Committed to excellence and fostering long-term partnerships that support organizational success.
Work History
Director of Underwriting
irwin siegel agency
Rock Hill, New York, United States
08.2023 - Current
Underwrote new and renewal submissions, ensuring profitable pricing aligned with underwriting guidelines.
Drove new business growth and retention through strategic marketing and exceptional customer service.
Interpreted coverage change requests using available resources to ensure accurate policy adjustments.
Delivered responsive, high-quality service to brokers and insureds, enhancing client satisfaction.
Supervised and mentored underwriting staff, supporting development and performance evaluations.
Spearheaded the Junior Underwriter training program for recently promoted Underwriters.
Managed loss control surveys and compliance follow-ups.
Assumed supervisory duties in AVP’s absence.
9 years
Underwriting Supervisor
irwin siegel agency
Rock Hill, New York, United States
10.2020 - Current
5 years 1 month
Senior Commercial Insurance Underwriter
irwin siegel agency
Rock Hill, New York
11.2016 - 10.2020
4 years
Client Service Manager
Arthur J. Gallagher & Co.
White Plains, NY
07.2016 - 11.2016
Delivered prompt, accurate service to large commercial accounts in a fast-paced environment.
Reviewed coverage forms and negotiated renewal premiums with carriers and underwriters.
Issued certificates and presented renewal proposals to insureds and their boards.
Supported public entity division in managing key accounts including municipalities and church programs.
5 months
Large Account Commercial Lines Underwriter
Marshall & Sterling
Middletown, NY
01.2012 - 06.2016
Supported VP in managing large commercial accounts, including municipalities, schools, manufacturers, and developers.
Oversaw high-value clients with average premiums exceeding $1M.
Ensured smooth daily operations and strategic account oversight.
Contributed to growth and retention of complex, high-risk portfolios.
4 years
P&C CSR
Allstate
Warwick, NY
01.2008 - 01.2012
Managed office operations, including high-volume calls and multitasking.
Assessed personal and commercial lines for underwriting decisions per company guidelines.
Maintained and updated manuals; explained policy changes to staff, producers, and clients.
Conducted licensed sales activities including cross-selling, marketing, and outside commercial sales.
4 years
Education
NYS P&C Agent & Broker school, Insurance
Bryant & Stratton College - Albany
01.2009
General Sciences
Ventura College
01.2002
Skills
Underwriting & Risk assessment
Client & Broker Relationship Management
Employee Training
Policy Development
Strong decision-making
Training and mentoring
Problem solving prowess
Attention to detail
Critical thinking
Accomplishments
Served in the the United States Navy & Marine Corps.