Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Beverly Harrell

Monticello,FL

Summary

Accomplished Underwriting Analyst Specialist with a proven track record at Auto-Owners Insurance Company, enhancing underwriting efficiency and team performance. Expert in human resource management and time management, significantly improving operational workflows. Demonstrated ability to motivate teams and implement strategic efficiency improvements, resulting in a robust, profitable book of business.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Home Office Underwriting Analyst Specialist

Auto-Owners Insurance Company
2023.01 - Current

•Conducts regional underwriting branch files/audits, underwriting training, creation of underwriting bulletins and newsletters, review of referral business for Commercial Auto and Garage Liability and Dealer Blanket policies for adherence to corporate policies

• Works in collaboration with Actuarial on rate reviews, presenting branch underwriting results and marketplace input during rate committee meetings

• Assist branches in responding to state insurance department inquires

• Work with Underwriting systems, IT, and Legal to improve underwriting efficiency by keeping abreast of statutory changes, creating and implementing new coverages and filing new or revised coverage forms with state insurance departments.

Commercial Lines Administrator

Auto-Owners Insurance Company
2018.03 - 2023.01

• Assisted management by administering commercial lines underwriting department activities in accordance with Company policies and Laws. Responsibilities included:

• training associates

• conducting performance appraisals

• planning, assigning and directing work to meet company objectives

• meeting time deadlines for projects

• addressing complaints and resolving problems

• interviewing perspective associates

• rewarding and disciplining associates



Underwriting Administrator

Auto-Owners Insurance Company
2015.09 - 2018.03

• Assisted management by administering personal lines, commercial lines underwriting as well as underwriting processing department activities in accordance with Company policies and Laws. Responsibilities included:

• training associates

• conducting performance appraisals

• planning, assigning and directing work to meet company objectives

• meeting time deadlines for projects

• addressing complaints and resolving problems

• interviewing perspective associates

• rewarding and disciplining associates

Underwriting Supervisor

Auto-Owners Insurance Company
2013.07 - 2015.09

• Assisted management by supervising personal lines underwriting and commercial processing department activities in accordance with Company policies and Laws. Responsibilities included:

• training associates

• conducting performance appraisals

• planning, assigning and directing work to meet company objectives

• meeting time deadlines for projects

• addressing complaints and resolving problems

• interviewing perspective associates

• rewarding and disciplining associates

Underwriting Specialist

Auto-Owners Insurance Company
2012.09 - 2013.07

• Selecting and maintain a growing, profitable book of business by being knowledgeable in our product offerings & building relationships with agents.

• Partner with marketing representatives to visit agencies and conduct agency schools to provide opportunities to write new business.


Underwriter

Auto-Owners Insurance Company
2011.09 - 2012.09

• Selecting and maintain a growing, profitable book of business by being knowledgeable in our product offerings & building relationships with agents.

• Partner with marketing representatives to visit agencies and conduct agency schools to provide opportunities to write new business.

Production Managing Agent

State Farm Insurance - Dick Franklin Agency
2009.06 - 2011.09

• Sales of Property and Casualty insurance as well as Life and Health products.

• Managed productions goals for the agency and worked with staff to increase their education and sales techniques

• Worked with customers to solve problems, take claims and explaining billing changes

General Lines Agent

Demott Insurance
2009.01 - 2009.06

• Sales of Property and Casualty insurance as well as Life and Health products.

• Managed commercial and personal lines accounts for customers

• Worked with customers to solve problems, take claims and explaining billing changes

• Worked with underwriting and marketing representatives of the carries appointed with the agency to place business within appetite.

Agent - Office Manager

State Farm Insurance - Ray Willis, Agent
1999.01 - 2009.01
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
  • Expanded customer base through effective networking, cold calling, and relationship-building strategies.

Education

Bachelor of Science - Finance & Real Estate

Florida State University
Tallahassee, FL
08.1999

Skills

• Human Resource knowledge

• Time Management

• Recognizing and implement efficiency strategies

• Team motivation

Certification

  • CPCU - Chartered Property Casualty Underwriter
  • AU - Associate in Underwriting
  • AAI - Accredited Advisor in Insurance
  • APA - Associate in Personal Insurance
  • SM - Supervisory Management
  • AIC - Associate in Claims
  • AINS - Associate in General INsurance
  • Dale Carnegie Certification
  • Dale Carnegie Mentor

Timeline

Home Office Underwriting Analyst Specialist

Auto-Owners Insurance Company
2023.01 - Current

Commercial Lines Administrator

Auto-Owners Insurance Company
2018.03 - 2023.01

Underwriting Administrator

Auto-Owners Insurance Company
2015.09 - 2018.03

Underwriting Supervisor

Auto-Owners Insurance Company
2013.07 - 2015.09

Underwriting Specialist

Auto-Owners Insurance Company
2012.09 - 2013.07

Underwriter

Auto-Owners Insurance Company
2011.09 - 2012.09

Production Managing Agent

State Farm Insurance - Dick Franklin Agency
2009.06 - 2011.09

General Lines Agent

Demott Insurance
2009.01 - 2009.06

Agent - Office Manager

State Farm Insurance - Ray Willis, Agent
1999.01 - 2009.01

Bachelor of Science - Finance & Real Estate

Florida State University
  • CPCU - Chartered Property Casualty Underwriter
  • AU - Associate in Underwriting
  • AAI - Accredited Advisor in Insurance
  • APA - Associate in Personal Insurance
  • SM - Supervisory Management
  • AIC - Associate in Claims
  • AINS - Associate in General INsurance
  • Dale Carnegie Certification
  • Dale Carnegie Mentor
Beverly Harrell