Jeffrey Streszoff
Bay Village,OH
Summary
Hardworking and motivated professional with over 30 years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Corporate Vice President, Underwriting
New York Life Insurance Co
Cleveland, Ohio
10.2015 - Current
- Manage and mentor a team of 10 to 13 underwriters by conducting monthly one-on-one meetings and ad hoc meetings, discussing underwriting philosophy and development opportunities.
- Provided second signatures on complex cases and over underwriters' DOA, up to $10,000,000.
- Develop and maintain strong relationships with agency managers and staff, and review appeals on underwriting decisions.
- Participate in the hiring and onboarding of new employees.
- Participated as a subject matter expert in the design and implementation of the underwriting platform, as part of the new business modernization initiative.
- Evaluate the new system for defects and areas of improvement.
- Provide feedback on the rollout of new technology, including Electronic Health Records/DHD, Digital Owl, Milliman Risk Score, and internal models for fluidless underwriting.
- Meet regularly with the workflow manager to ensure work is being distributed appropriately in order to meet established SLAs.
- Work with the QC team to provide feedback regarding the audit process.
- Responsible for updating the agent field underwriting guide.
Vice President, Life Operations
The Gottlieb Organization
Cleveland, Ohio
04.2015 - 10.2015
- Coordinate with the sales team and clients to gather necessary requirements for underwriting, issuing, and premium financing to fund life insurance policies.
- Work closely with carriers and lending institutions to provide background on clients and deliver necessary paperwork.
- Facilitate the yearly loan renewal process with clients to obtain the collateral and loan interest required by the lender to fund subsequent annual premiums.
Director and Chief Underwriter
Western & Southern Financial Group
Cincinnati, Ohio
11.2013 - 04.2015
- Managed two underwriting teams, supporting both Lafayette Life and Columbus Life.
- Reviewed all cases over $5,000,000 and up to the auto-bind limit of $20,000,000.
- Performed monthly audits to ensure underwriters are adhering to company guidelines.
- Regularly met with Sales and Marketing teams for Lafayette and Columbus Life, and also met with new agencies as part of the onboarding process.
- Worked with multiple reinsurance partners on large, rated cases to ensure we delivered the best possible offer.
- Oversaw the new business teams for both companies, as well as the Customer Service and Call Center teams for Lafayette Life.
- Evaluated practices and procedures across all areas of responsibility, and worked with reinsurers to implement changes to underwriting guidelines.
- Worked closely with legal and compliance teams to maintain adherence to industry regulations.
Underwriting Officer
Ameritas
Cincinnati, OH
02.2008 - 10.2013
- Managed a team of 4 to 6 underwriters to handle both formal and informal applications of up to $10,000,000 for both agency and brokerage channels.
- I met with new agencies during the onboarding process and participated in training conferences.
- Worked with the management team to develop and update the field underwriting guide.
- Handled the underwriting portion of the field training offered by the sales team.
Associate Chief Underwriter
U.S. Financial Life Insurance
Cincinnati, Ohio
09.1996 - 12.2008
- Reviewed cases and made decisions that were in line with the company's underwriting philosophy.
- Handled second signatures on cases reviewed by other underwriters, up to and including $5,000,000, and provided feedback as needed.
- Participated in determining and updating the company's guidelines for ordering requirements.
- Interviewed prospective employees.
- Prepared and presented the company's underwriting philosophy to all prospective general agents and existing customers.
Life Underwriter
New York Life Insurance Co
Cleveland, Ohio
07.1991 - 09.1996
- Hired as customer service rep.
- Trained as a life underwriter, I reviewed applications for life insurance policies to determine risk factors.
- Trained new underwriting classes in all aspects of non-medical risks.
Education
Bachelor of Arts - Business Administration And Management
Wilmington College
Wilmington, OH08-2014
Skills
- Underwriting guidelines
- Critical Thinking
- Problem-solving abilities
- Relationship Management
- Employee Development
- Communication Skills
- Agent support
Certification
- Fellow, Academy of Life Underwriting-July 2010
- Fellow Life Management Instutute-June 2009
Timeline
Corporate Vice President, Underwriting
New York Life Insurance Co
10.2015 - Current
Vice President, Life Operations
The Gottlieb Organization
04.2015 - 10.2015
Director and Chief Underwriter
Western & Southern Financial Group
11.2013 - 04.2015
Underwriting Officer
Ameritas
02.2008 - 10.2013
Associate Chief Underwriter
U.S. Financial Life Insurance
09.1996 - 12.2008
Life Underwriter
New York Life Insurance Co
07.1991 - 09.1996
Bachelor of Arts - Business Administration And Management
Wilmington College
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