Clay Friedman

• Analyzed insurance history, compliance documentation, title documents, and inspection reports during underwriting process.
• Documented underwriting decisions and provided evidence of compliance with applicable regulations.
• Made approval and denial recommendations by determining accurate risk levels.
• Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
• Supported review, acceptance or denial of new or renewal business.
• Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.

• Michigan Project: Co-facilitated and coached sales

counselors to quote and issue Michigan auto and home.

Monitored the Michigan Teams chat to coach, motivate,

and assist newly licensed Michigan Sales Counselors

• Obtained existing insurance data and personal information to develop insurance quotes.
• Customized insurance policies to suit individual

customers by explaining disadvantages and advantages of various endorsements.

• Monitored key performance indicators to improve my

sales performance and coach peers on improvement

opportunities. I focused on the personal goals of selling 2

or more specialty lines per month, offering IntelliDrive

with each auto quote, and if failing to make a sale,

offering consumer bridge to my customers.

• Obtained licensing to work in the Special States Team,

provided support for CST addlines.

• Led team training on jewelry documentation for PAFs and recognizing appropriate appraisals.
• Co-trained team in updates in Michigan
• Monitored IntelliDrive Plus calls to verify compliance and performance opportunities
• Monitored Verint calls to identify improper pre-loaded

vehicle information and to identify MA auto calls sold with out of state DLs

• Underwriting Rotation: reviewed file referrals and

coached sales counselors on Live Publish navigation and

underwriting guidelines

• Supervised and evaluated teaching and support staff (35 - 50 people per year) through instructional leadership and professional development designed to enhance student success.
• Performed classroom evaluations to assess teacher strategies and effectiveness
• Built and maintained positive relationships with diverse stakeholders, such as parents, school volunteers and outside agencies.
• Partnered with principal to administer school program in alignment with vision and goals, providing positive, high-expectation academic environment
• Led meetings to convey policy changes, gather information, and assess employee thoughts.
• Monitored key performance indicators to create statistical analysis of student needs and led grade level teams (by subject) to review and utilize data for teacher improvement and planning staff development.