Heather Bledsoe
Phoenix,AZ
Summary
Results-driven professional prepared for this leadership role. Brings valuable experience in managing operations staff and leading strategic initiatives while fostering collaborative team environment. Known for achieving impactful results and demonstrating adaptability in dynamic settings. Skilled in operational efficiency and team management, with strong focus on achieving organizational goals.
Overview
28
28
years of professional experience
1
1
Certification
Work History
AVP, Operations Manager, Pacific Region, Commercial Insurance
Chubb Insurance
03.2025 - Current
- Oversee UAA team to meet/exceed NA Operations performance metrics
- Develop UAA Talent through oversight of training and development planning/execution/monitoring
- Collaborate with CI UW counterparts to assure mutual priorities are achieved
- Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies. Address performance issues promptly through the performance improvement process.
- Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows.
- Assure timely completion of performance reviews, goal setting and compensation administration
- Create and execute plans to retain high potential employees
- People/Performance Management
- Process Management
- Service Management
- Financial Management
Operations Manager, Pacific Region, Commercial Insurance
Chubb Insurance
03.2023 - 03.2025
- Assure team adherence and compliance with established processes/workflows /roles /regulatory / compliance guidelines, and quality goals.
- Review and communicate all process/workflow changes/enhancements and assure UAA adoption.
- Review workflows and escalate any process improvement suggestions to Regional Ops Manager.
- Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs.
- Assure UAA adoption of Corporate automation strategies
Operations Supervisor, Pacific Region, Commercial Insurance
Chubb Insurance
12.2021 - 03.2023
- Oversee process to assure all service delivery goals are met
- Act as point of contact for CI business partners regarding operational process, service, and people management
- Use of key metric tools to monitor and manage our service deliverables
- Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed.
Operations Work Leader, Pacific Region, Commercial Insurance
Chubb Insurance
02.2019 - 12.2021
- Research issues, run reports and trend data to provide analysis and subsequent potential solutions
- Perform quality reviews and workload balancing
- Identify key communication components of the Underwriting Account Associate job and reinforce key components among other positions to improve team technical skills and drive strong results.
- Research and provide underwriting analysis of account information and formulate recommendations on risk acceptability and ensure overall regulatory compliance. Use advanced knowledge of product-specific coverage, policy forms, pricing tools, regulatory compliance and systems for alternative pricing strategies to secure accounts
- Negotiate pricing strategy with underwriter and/or producer
- Compile and document risk analysis and ensure integrity of electronic files.
- Coordinate account processing and servicing
- Determine information needed for placement of reinsurance and complete reinsurance transactions
- Coordinate consistent application of process solutions with the local/region Underwriting Associate community
- Assess and prioritize underwriting service needs and the feasibility of their delivery
- First-line point of contact for internal and external contacts on account related matters.
- Research and follow up on Producer inquiries
- Partner with underwriting team roles or business issues that impact producer relationship
Underwriting Associate III: Commercial Insurance Specialty, Life Sciences, Excess Casualty
Chubb Insurance
11.2007 - 02.2019
- Research and provide underwriting analysis of account information and formulate recommendations on risk acceptability and ensure overall regulatory compliance. Use advanced knowledge of product-specific coverage, policy forms, pricing tools, regulatory compliance and systems for alternative pricing strategies to secure accounts
- Negotiate pricing strategy with underwriter and/or producer
- Compile and document risk analysis and ensure integrity of electronic files.
- Coordinate account processing and servicing
- Determine information needed for placement of reinsurance and complete reinsurance transactions
- Coordinate consistent application of process solutions with the local/region Underwriting Associate community
- Assess and prioritize underwriting service needs and the feasibility of their delivery
- First-line point of contact for internal and external contacts on account related matters.
- Research and follow up on Producer inquiries
- Partner with underwriting team roles or business issues that impact producer relationship
Customer Service Agent / Account Manager – Commercial Lines
LaRue Insurance Agency Inc.
03.2002 - 08.2007
- Shopped, quoted, underwrote, wrote, processed and reviewed new applications and renewal policies – property and casualty
- Assisted agency producers with quoting, writing, processing and inputting new and renewal business – property and casualty
- Corresponded with Company Underwriters
- Customer Service; answered billing inquiries, amended policies, reviewed accounts, claims reporting, oral and written correspondence
- Tier One Technical Support – Investigated and resolved operation systems and server problems.
- Installed and updated agency software
- Instructed personnel on use of agency and vendor software
- Key Operator contact for policy and commission download
- Created and maintained agency procedure manual using Word/Excel
- Entered and processed direct bill commissions and agency bill items
- Created marketing letters and plans with the agency management system
Bookkeeper / Office Manager / Human Resources
Paris Memorial
09.2001 - 01.2002
- Advised employees of optional individual insurance plans. Completed and submitted applications to insurance carriers. Distributed applications, prepared and updated employee files, input new hire information in PC based software. Verified licenses and certifications for entire staff. Requested and reviewed employee criminal history checks
- Processed payroll, accounts payable and accounts receivable. Compiled month end financial statements. General duties included filing, answering phones, and greeting visitors and prospective clients. Billed clients, created and generated collection letters, posted payments
Administrative Assistant – Government Relations / Litigation
Conseco Insurance Companies
02.1999 - 08.2001
- Provided general clerical and administrative support for the Senior Vice President of Government Relations, Vice President of Government Relations, and Vice President of Litigation
- Input and verified information for monthly departmental budget variances, and processed invoices
- Created and updated confidential legal department directory, as well as numerous data logs and spreadsheets in Excel and Word
- Maintained legal library, ordered and updated publications, logged and tracked all books and periodicals and processed invoices
- Opened and closed case files, ordered settlement checks, corresponded with outside counsel, processed invoices and scheduled company wide litigation seminars
Office Assistant
Today's Temporary
11.1998 - 02.1999
- Received applications, performed preliminary interviews, and input applicant information into databases and spreadsheets
Bookkeeper
Burnell & Flora Shell
06.1998 - 10.1998
- Entered inventory to database, Balanced and reconciled daily reports, Maintained and processed accounts payable and receivable
Education
Associate degree - Organizational Leadership and Supervision
Indiana University Purdue University
Carmel, IN08-2001
General Course of Studies - undefined
Martinsville High School
Martinsville, IN06-1992
Skills
- Operations management
- Organizational development
- Troubleshooting and problem resolution
- Data-driven decision making
- Organizational improvement
- Reporting oversight
- Talent development
- Customer service
- Teamwork and collaboration
- Quality assurance
- Team leadership
- Hiring and onboarding
Certification
- December 2003 State of Indiana Indianapolis, IN Insurance Agent Property & Casualty Lines
- September 2007 State of Oregon Portland, OR Insurance Agent Property & Casualty Lines
Timeline
AVP, Operations Manager, Pacific Region, Commercial Insurance
Chubb Insurance
03.2025 - Current
Operations Manager, Pacific Region, Commercial Insurance
Chubb Insurance
03.2023 - 03.2025
Operations Supervisor, Pacific Region, Commercial Insurance
Chubb Insurance
12.2021 - 03.2023
Operations Work Leader, Pacific Region, Commercial Insurance
Chubb Insurance
02.2019 - 12.2021
Underwriting Associate III: Commercial Insurance Specialty, Life Sciences, Excess Casualty
Chubb Insurance
11.2007 - 02.2019
Customer Service Agent / Account Manager – Commercial Lines
LaRue Insurance Agency Inc.
03.2002 - 08.2007
Bookkeeper / Office Manager / Human Resources
Paris Memorial
09.2001 - 01.2002
Administrative Assistant – Government Relations / Litigation
Conseco Insurance Companies
02.1999 - 08.2001
Office Assistant
Today's Temporary
11.1998 - 02.1999
Bookkeeper
Burnell & Flora Shell
06.1998 - 10.1998
General Course of Studies - undefined
Martinsville High School
Associate degree - Organizational Leadership and Supervision
Indiana University Purdue University