Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

JAY L. KEPPOL

Norristown,PA

Summary

Results-driven underwriter/loss control analyst with over 20 years of experience in the insurance industry. Specializing in property and casualty insurance, excels at investigating and solving complex problems while fostering strong relationships with underwriters, product leaders, and customers. Known for consistently delivering projects on time, brings a keen analytical eye, honesty, and attention to detail to every task. Exceptional communication and project management skills, thrives in fast-paced environments by efficiently handling multiple tasks and taking a proactive approach to optimizing processes and supporting team objectives.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Senior Account Manager

Acrisure
06.2024 - 05.2025
  • Developed key client relationships. Worked closely with the client to develop and implement strategic insurance and risk management techniques based on client needs. Use of Microsoft Excel and Outlook and Epic Management System on a daily basis.
  • Managed complex Commercial Lines clients in a variety of insurance programs including Captive Programs, Large Deductible, Guaranteed Cost, Excess and Surplus Lines, and Standard Market. Clients included construction risks, food processing and distribution, and retail clients.
  • Worked with clients and internal Acrisure risk management team to counsel and help clients implement loss control strategies such as installing Samsara in fleet vehicles.
  • Developed and maintained strong client relationships to better understand their insurance needs and addressed issues in a timely manner to ensure client satisfaction.
  • Worked closely with Associate Account Managers, Account Executives, and clients to develop and implement strategies for the marketing of renewal business. Including holding pre-renewal meetings with clients to address any changes or concerns.
  • Implemented determined renewal strategies, including placing a keystone account into a captive program.

Commercial Lines Account Manager

Gilchrist Insurance Group
11.2021 - 06.2024
  • Provided outstanding customer service to all potential and existing commercial clients, including processing certificates of insurance as requested, billing, and remarket accounts. Specializing in Builder's Risk and Real Estate Development accounts. Use of Microsoft Excel and Outlook and AMS360 on a daily basis.
  • Managed Commercial Lines book of business, including Builder's Risk and Real Estate Development accounts. Including obtaining quotes for stabilized policies once a project has been completed.
  • Marketed new and renewal business to keep up with increases in rating and possible coverage changes.
  • Reviewed Commercial Lines policies that are received from the carrier for completeness and accuracy.
  • Processed policies, including billing, endorsements, notices of cancellations, inspections and audits, and updating AMS360 to reflect the most recent activity.
  • Anticipated clients' needs and utilized problem-solving skills to determine the best strategies for their insurance needs to avoid gaps in coverage.
  • Issue Certificates of Insurance as requested by customers and/or financial institutions.
  • Working knowledge of various carrier underwriting guidelines.
  • Developed professional relationships with various carrier underwriters.

SENIOR AUDIT/INSPECTION ANALYST

United States Liability Insurance Group
06.2004 - 06.2021
  • Review term-audits, mid-term audits, and preaudits for accuracy of exposure and policy rating comparisons. Review and analyze loss control inspections to determine compliance with underwriting guidelines and changes in risk and exposure, and to designate requirements for continued eligibility. Communicate inspection results with USLI customers via email or phone. Use Feith, USLI Main, USLI Issuance, and MS Office. Consistently process adjustment and endorsements within the five-day service standards. Continually update product and industry knowledge.
  • Wrote inspection-processing procedures, including product-specific inspection formats, resulting in standardizing inspections across all vendors.
  • Contributed to developing Web-Inspection process including review of policyholder social media and web sites.
  • Post bind underwriting of accounts through the audit/inspection process.
  • Contributed to developing audit-processing procedures.
  • Consistently achieved error-free audits and inspections.
  • Developed and delivered PowerPoint training presentation to audit/inspection review team on processing artisan/general contractor audits.
  • Coached numerous new hires on internal procedures for audits and inspections as well as acclimatization to USLI corporate culture.
  • Helped reduce claim trends within the daycare product costing approximately $100,000 per claim by adding a question to our daycare inspection format.
  • Proposed that vendors include inspection reports in SharePoint reporting, improving efficiency of information access.
  • Proposed automatic changeover from 'pending' to 'canceled' on day 45 for noncompliant accounts, reducing labor and paperwork.
  • Routinely utilize USLI Main and Issuance systems.
  • Served as the unofficial 'go-to' person for underwriters.
  • USLI product knowledge: 1-4 Family Dwelling (Personal & Commercial Lines), Apartment, Auto Repair, Bar/Restaurant, Builders Risk, Church, Personal Umbrella, Fitness Center, Grocery/Deli, Liquor, Pet Care, Daycare, Janitorial, Beauty Barber Nail, Warehouse, Lessor's Risk, Office, Owners/Tenants Protective, Premises Preferred, Vacant Building, Vacant Land.

COMMERCIAL LINES UNDERWRITING ASSISTANT

United States Liability Insurance Group
06.2001 - 06.2004
  • Worked with underwriters and Operations to develop procedural changes and enhancements. Reviewed loss control inspections for compliance with underwriting guidelines. Reviewed audits to ensure accuracy of exposure for policy quoting and issuance. Processed all premium-bearing endorsements.
  • As a member of the Process Improvement Team, I worked with the VP of Operations and various underwriters on formalizing and ensuring consistency of underwriting procedures.
  • Processed monetary and non-monetary endorsements.
  • Rated and quoted renewal and new business accounts.
  • Processed premium audits and loss control inspections.
  • Amended policies based on the results of the completed premium audit or inspection.
  • Promoted from Commercial Lines Underwriting Assistant to Audit/Inspection Analyst.

Education

Associate's Degree - Management & Marketing

Allentown Business School
01.1998

Currently Attending - Business Administration

Southern New Hampshire University
06.2025

Skills

  • Implementation of business strategies
  • Efficiency improvement
  • Effective negotiation strategies
  • Goal setting and evaluation
  • Software systems proficiency
  • Relationship management
  • Proficient in time management
  • Goal-oriented planning

Certification

  • AINS
  • AIS
  • API
  • AU
  • PA P&C License
  • Completed CPCU 500, CPCU 520 and CPCU 551 exams.
  • Completed Affinity Captive training in 10/01/24.

Affiliations

  • Jeffersonville Soccer Club, Board Member - Risk Management Officer
  • The National Society of Leadership and Success, Member

Timeline

Senior Account Manager

Acrisure
06.2024 - 05.2025

Commercial Lines Account Manager

Gilchrist Insurance Group
11.2021 - 06.2024

SENIOR AUDIT/INSPECTION ANALYST

United States Liability Insurance Group
06.2004 - 06.2021

COMMERCIAL LINES UNDERWRITING ASSISTANT

United States Liability Insurance Group
06.2001 - 06.2004

Currently Attending - Business Administration

Southern New Hampshire University

Associate's Degree - Management & Marketing

Allentown Business School

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