Commercial underwriter with expertise in relationship management, reliability, and new business production. Proven ability to train and mentor associates while maintaining strong relationships with agency partners.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Underwriter
West Bend Insurance Company
West Bend
01.2021 - Current
Evaluated risk factors for commercial insurance applications.
Trained and mentored multiple new associates.
Maintained and developed relationships with agency partners.
Helped open a new expansion state - Arizona.
Delivered presentations on agency relationship management and communication.
Out of Branch Sales Associate
PNC Bank
Chicago
05.2019 - 01.2021
Called and met with HR reps at companies throughout the Chicago area to sell PNC's out-of-branch reward program.
Put on presentations and ran information booths.
Rotated through several different departments within the bank, including business banking and underwriting.
Prospected new business and coordinated meetings/presentations.
Real Estate Agent
Realty Executives
Cedarburg
06.2018 - 10.2018
Assisted clients in buying and selling residential properties.
Conducted property showings to highlight features and benefits.
Coordinated open houses to attract potential buyers and generate interest.
Education
BBA - Finance
UW-Whitewater
Whitewater
05-2019
Skills
Risk assessment
Relationship management
Client negotiation
Problem solving
Mentorship training
Insurance underwriting
Reliability
Teamwork
Certification
Currently working towards AU designation. Completed AU 60 exam.
Residential Real Estate License. Obtained in college and worked during the summer as a residential Realtor.
Affiliations
Member of West Bend's Transformation Committee.
Member of West Bend's Agency Travel Committee.
Member of Emerging Leaders of Washington County.
Accomplishments
Living as a Leader Workshop.
Mentored two interns and one new associate while at West Bend.
Exceeded new business goal each year at West Bend.