Kadi Fincher
Summary
Dedicated insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
12
12
years of professional experience
Work History
Senior Inland Marine Underwriter
Allianz Global Corporate & Specialty
04.2015 - Current
- Supported review and acceptance or denial of new or renewal business.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Collaborated with brokers to negotiate policy terms, ensuring competitive pricing and comprehensive coverage for clients.
- Increased client retention by building strong relationships through timely communication and excellent customer service.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
Inland Marine Account Technician
Allianz Global Corporate & Specialty
04.2015 - Current
- Reviewed loss runs to identify trends and make recommendations for improvements in risk management practices.
- Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
- Improved customer satisfaction by providing prompt responses to inquiries regarding policy coverage and pricing.
- Managed time efficiently in order to complete all tasks within deadlines.
- Cultivated interpersonal skills by building positive relationships with others.
Account Manager
J.W. Terrill (part Of MMA)
04.2015 - 07.2016
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Service accounts ensuring deadlines are met and insureds are satisfied.
- Excellent communication skills, both verbal and written.
Intern/Associate Underwriter
Burns & Wilcox Ltd.
02.2013 - 04.2015
- Assist producer with establishing and maintaining book of business.
- Process binders and endorsements, policies, and file taxes.
- Rate new and renewal business in accordance with carrier underwriting manual.
- Broker out new and renewal business to markets to provide agents with best coverage and pricing.
Compliance Oversight Intern
Scottrade Advisors Services
02.2012 - 02.2013
- Coordinate with financial advisors on setup/maintenance of accounts.
- Develop reporting metrics and monthly talking points for management.
- Marketing support for effectively targeting newly registered advisors in industry.
- Formulate forecasting model to effectively outline future goals and numbers.
- Research and analyze financial advisor applications including state documentation, FINRA reports,
and credit reports to approve potential advisors for onboarding. - Maintain report on insufficient funds and ACATs going out.
- Review daily reports regarding SEC registration terminations.
Education
Bachelor of Arts - Business Administration With Major in Finance
Lindenwood University
Saint Charles, MO05.2013
Skills
- Strong analytical, problem-solving, multi-tasking and time management skills
- Excellent written and verbal business communication
- Takes leadership roles on team projects and enjoys collaboration
- Experience with new employee training on a global scale
- Training Manual development for operational processes
AU 60 exam for commercial property insurance and AMIM exam for Inland Marine
Accomplishments
- Selected to AGCS Navigators Program
- Selected to conduct on site Training for off-shored processes in India to new employees.
- Nominated for Kaufman Emerging Leaders Program (KELP) by branch manager at Burns & Wilcox.
Timeline
Senior Inland Marine Underwriter
Allianz Global Corporate & Specialty
04.2015 - Current
Inland Marine Account Technician
Allianz Global Corporate & Specialty
04.2015 - Current
Account Manager
J.W. Terrill (part Of MMA)
04.2015 - 07.2016
Intern/Associate Underwriter
Burns & Wilcox Ltd.
02.2013 - 04.2015
Compliance Oversight Intern
Scottrade Advisors Services
02.2012 - 02.2013
Bachelor of Arts - Business Administration With Major in Finance
Lindenwood University
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