An accomplished professional with years of experience in finance, personal and commercial insurance and leadership. Effective decision maker who delivers results while building client relationships.
Overview
38
38
years of professional experience
Work History
Branch Office Administrator
Edward Jones
01.2020 - Current
Coordinated schedules and appointments for branch staff, optimizing time management processes.
Maintained inventory levels of office supplies, minimizing costs while ensuring availability of necessary items.
Provided exceptional customer service to both internal employees and external clients, promoting a welcoming atmosphere at the branch office.
Composed professional business correspondence, emails, meetings notes and other documents.
Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
Oversaw daily operations at the branch office, ensuring smooth workflow processes were maintained across departments.
Assisted in developing business strategies to increase profits while maintaining high levels of client satisfaction.
Underwriting support and Rate Examination Team Supervisor
Nationwide Insurance
01.2017 - 12.2019
Provide direct supervision to as many as 14 associates across all Personal Lines policy types.
I managed a large group of employees in office and virtually.
My duties include staffing, hiring, managing performance, training, time service, workload management, ensure file quality is met and providing technical expertise.
I have excellent communication skills, both written.
I utilize Microsoft Office products such as Word and Excel.
Enhanced team productivity by implementing efficient workflow processes and monitoring daily progress.
Communicated policy updates and company information through team meetings, huddles and one-on-one development sessions.
Sr. Underwriter, Commercial Lines
Nationwide Insurance
07.2015 - 04.2017
Completed training in October 2015.
My primary responsibilities included review/accept/price moderate to high exposure new, renewal and endorsement commercial business policies which include auto, property, general liability and workers comp policies
In this role, I partnered with both exclusive and independent agents in 7 states in the Southeast region of the country
Re-rated more than 4,000 commercial auto policies as part of the pricing strategy
Issued new business and renewal policies for all 8 commercial lines of business
Specialist, Personal Lines Underwriting
Nationwide Insurance
01.2010 - 01.2015
As an Umbrella Specialist, I was responsible for review of all new business submitted.
With this centralized situation, I was able to take ownership of the product, compile data, and use that to make critical decisions, such as agency training needs, process changes, insurability guideline updates and volume trends.
As an experienced underwriter, my decision-making skills to evaluate information, document research, and make determinations for action was mastered.
Obtained 'Outstanding' Performance Rating for 2012-2014
Underwriting Supervisor, Personal Lines
Nationwide Insurance
01.2008 - 01.2010
Provided direct supervision to 12-22 associates working with the personal umbrella product, taking responsibility for their performance, evaluation, engagement, and quality.
Received 'Exceeds' performance rating each year
PL Senior Underwriter
Nationwide Insurance
01.2005 - 01.2008
Assigned district underwriter in NC where I was responsible for auto, property, and umbrella policies.
Maintained excellent relationships with agents in my district.
PL Auto Underwriter
Nationwide Insurance
01.2000 - 01.2004
General Manager
Friendly’s Restaurants
01.1987 - 01.1994
Education
B.S. - Education
West Chester University
12.1990
Skills
Client relationship building
Scheduling appointments
Office management
Telephone reception
Document preparation
Preparing reports
Budgeting expertise
Business correspondence
Updating client data
Setting up appointments
Customer service
References
Eric Mitchiner, 1531 Ben Lloyd Dr., Raleigh, NC, 27604, (919)796-9029, ericmitchiner@gmail.com
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones