I am an experienced commercial insurance professional with 43 years of proven success. I have worked from the file room to team leader of the program service/phone team. Highly skilled in Property & Casualty Insurance, with a current focus on the needs of the construction industry,
Experienced with Multi line coverage including personal auto, commercial general liability and builders’ risk.
Quality control professional with commitment to maintaining high standards and achieving consistent results. Experienced in identifying and addressing quality issues through detailed inspection processes and collaborative problem-solving. Known for reliability, adaptability, and strong analytical skills.
Overview
2026
2026
years of professional experience
Work History
Team Leader
Appalachian Insurance / ACRISURE
Oak Ridge, TN (Remote)
01.2022 - 02.2026
Responsible for day to day task assignments of team members, ensuring work loads were covered by the team as well as phone service coverage standards were met.
Responsible for resolving any conflicts arising from service team member phone calls
Mentored junior staff on industry best practices and company policies, fostering professional development.
Developed training materials for onboarding new employees, ensuring consistent understanding of procedures.
Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Team Leader
Appalachian Insurance / ACRISURE
Oak Ridge, TN (Remote)
01.2022 - 02.2026
Responsible for day to day task assignments of team members, ensuring work loads were covered by the team as well as phone service coverage standards were met.
Responsible for resolving any conflicts arising from service team member phone calls
Mentored junior staff on industry best practices and company policies, fostering professional development.
Developed training materials for onboarding new employees, ensuring consistent understanding of procedures.
Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Quality Control Specialist
Appalachian Insurance
I was brought in with the responsibility of developing and implementing a file audit process to ensure proper data entry, rating information, and proper classification of risks written through various programs both in-house and for external carriers written for commercial risk written and managed with internal staff.
Documenting errors or omissions and returning files to the proper underwriter for correction, with monthly reporting to management of results and the implantation of any training needed to ensure full understanding and utilization of computer systems and state required.
Team liaison with external quoting partners to ensure proper programmings of program guidelines and changes as needed.
Program Manager -Production Underwriter
FHB Insurance
Responsible for ensuring that Carrier programs brought in house by management were underwritten according to guidelines set by the carrier and that all requirements for binding were strictly adhered to and ensuring proper placement based on the client’s coverage needs.
Underwriter
FHB Insurance
Responsible for reviewing underwriting data, determining market carrier placement and obtaining and providing quotes to agency partners for review with their clients.
Call Center Specialist - Non-Standard Auto Team
Nationwide Insurance
Responsible for answering incoming insured and agent phone calls regarding payment inquiries and all other questions related to policy coverage status
Auditor – Trainer
Nationwide Insurance
Responsible for the development and implementation of a file audit process to ensure proper data entry, rating information, proper coding or driver and vehicle data. Documenting errors or omissions and returning files to the proper underwriter for correction. Monthly reporting to management of results and implantation of any training needed to ensure full understanding and utilization of computer systems and state required
Underwriter – Non-Standard Auto
Nationwide Insurance
Responsible for the enter and coding of application data to ensure proper rating classifications based on driver and vehicle data as well as ordering and analyzing motor vehicle records.
Data Entry Processor – File Clerk
Nationwide Insurance
Processing of premium payments and agency submissions for new business applications, renewal payments, as well as all processing requests to endorse, cancel and reinstate coverage. Responsible for proper file maintenance ensuring updated declarations and processing requests are located in the proper file locations. Proficient in 10 key data entry and check balance, deposit data.
New Business Producer
Scottish American Insurance (Formerly FHB Insurance)
07.2018 - 09.2019
Responsible for soliciting agency partners to bring new accounts into our office and underwriting, quoting and binding business to increase company revenue. Awarded “Production Team of the Month” on multiple occasions.
AVP – Residential Contractors Division
FHB Insurance
01.2006 - 07.2018
Responsible for overseeing underwriters quoting accounts for in-house binding authority programs and acting as a liaison with carrier partners to ensure guidelines were properly communicated and followed by staff.
Fraud Division
Nationwide Insurance
08.1983 - 01.2006
Responsible for review of files referred to the department by underwriters or claims adjusters for potential fraud discovered or suspected during the gathering of information from claims processing investigations. Based on investigative findings making recommendations for action to be taken ranging from amending the policy to reflect the finding, to referral for policy voidance-based material misrepresentation.
Education
High School Diploma - Business Machine and Typing classes
Wakulla County High School
Medart, Florida
06-1981
Skills
Quality Control with Internal Audits
Auditing techniques
Customer complaint handling
Team leadership
Office Products
Adobe Suite
Communication
I am proficient with the Office Suite programs, Adobe document creation, as well as AIM, Image Right and other insurance industry programs.
Leadership
Known and referred to as “The Closer” among my peers and agency contacts, I was frequently called upon to resolve complex or tenacious conflicts or situations due to my knowledge and ability to think outside of the box and find mutually beneficial solutions for all parties.
Timeline
Team Leader
Appalachian Insurance / ACRISURE
01.2022 - 02.2026
Team Leader
Appalachian Insurance / ACRISURE
01.2022 - 02.2026
New Business Producer
Scottish American Insurance (Formerly FHB Insurance)
07.2018 - 09.2019
AVP – Residential Contractors Division
FHB Insurance
01.2006 - 07.2018
Fraud Division
Nationwide Insurance
08.1983 - 01.2006
Program Manager -Production Underwriter
FHB Insurance
Underwriter
FHB Insurance
Call Center Specialist - Non-Standard Auto Team
Nationwide Insurance
Auditor – Trainer
Nationwide Insurance
Underwriter – Non-Standard Auto
Nationwide Insurance
Data Entry Processor – File Clerk
Nationwide Insurance
Quality Control Specialist
Appalachian Insurance
High School Diploma - Business Machine and Typing classes