Jessica Holte
Kewaskum,WI
Summary
Knowledgeable Underwriter with robust background in leading quality improvement initiatives. Proven track record in enhancing operational efficiencies and driving compliance with industry standards. Demonstrated expertise in process optimization and team leadership.
Overview
24
24
years of professional experience
Work History
UW Quality Leader
HSB - A MunichRe Company
10.2024 - Current
- Conducted regular audits to ensure compliance with company standards and identify opportunities to improve UW Quality.
- Developed and maintained a comprehensive quality management system, ensuring adherence to best practices.
- Led root cause analysis efforts for significant quality incidents, driving timely resolution and implementing preventative measures.
- Managed and archived quality documentation and participated in quality audits.
- Established and tracked quality department goals and objectives.
- Updated quality control standards, methods, and procedures to meet compliance requirements.
Sr. UW Excellence Specialist
HSB - A MunichRe Company
08.2022 - 10.2024
- Develop commercial underwriting guidelines, standards, and rules to guide business units towards profitability.
- Corporate Underwriting lead on multi-line commercial and personal product enhancements.
- Build global partnerships and lead discussions to drive consistency among products and procedures that apply to international business relations.
- Manage and delegate authority both to underwriters and in support of MGA/DUA relationships.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Conducted regular reviews of underwriting and identified areas for improvement while ensuring underwriting consistency throughout the business units.
Sr. CL Consultant
Acuity Insurance
11.2015 - 08.2022
- Provided leadership and support to the entire project life-cycle, including CL product innovation and appetite expansion fed by two corporate strategies focused on multi-line commercial products
- Other project involvement included Small Commercial, Commercial Auto and Cyber products
- Core Strategic Planning team member involved with creating connections through industry thought leaders and building corporate strategy to optimize corporate strategic initiatives
- Served as the key leader on the corporate strategy surrounding future partnerships, products, and offerings
- Strategy reached all multi-line commercial and personal products
- Reviewed multi-line commercial accounts and make suggestions for improvements as well as ensure consistency in underwriting discipline
- Led changes arising from audit findings
- Created training materials and managed training program to provide commercial underwriters with a solid base knowledge on all of Acuity's Commercial Lines products’ underwriting standards and procedures
Commercial Field Manager
Frankenmuth Insurance
02.2015 - 11.2015
- Provided leadership within assigned territory through sales and marketing to agency partners and by managing agency relations
- Marketed and underwrote new commercial business opportunities
- Developed goals and helped agency partners achieve them
- Negotiated and managed agency contracts, both new and existing relationships
- Shared marketing materials, products, and system enhancements with agency partners
- Trained on new products, processes, and procedures
Sr. Commercial Lines Underwriter - Remote
Frankenmuth Insurance
02.2013 - 02.2015
- Utilized underwriting tools to select, analyze, price, and retain new and renewal commercial multi-line accounts within senior underwriting authority
- Provided expert guidance on risk assessment and pricing strategies, driving competitive advantage in the market.
- Developed strong relationships with brokers and agents to foster business growth and ensure retention.
- Collaborated with field managers on annual agency goals and worked together to help agencies meet their mutually agreed upon goals
- Responsibilities included managing agency performance, communication throughout the year on status of achieving goals, and regular visits to agency partners
- Served as key resource during roll-out of new cyber product
- Conducted training and material development for sales of cyber, and served on the committee that supported expansion of cyber products
Commercial Lines Underwriter
West Bend Mutual
05.2007 - 02.2013
- Utilized underwriting tools to select, analyze, price, and retain new and renewal commercial insurance accounts within underwriting authority level
- Managed territory growth and profitability according to agency goals set forth by sales rep and underwriter
- Monitor, manage, and communicate with agencies their performance and how well they are positioned in meeting their goals
- Through in person visits, provided guidance and expertise both technical and professional in nature on commercial lines products to both internal and external customers
- Enhanced customer satisfaction through prompt policy issuance and streamlined quote-to-bind processes.
- Collaborated with brokers and agents, fostering strong relationships for increased business opportunities.
Direct Connect Claims Rep
West Bend Mutual
11.2000 - 05.2007
- Determine coverage as well as limitations within the insurance policy and set reserves accordingly
- Effectively communicate and share coverage and limits with insureds and claimants
- Discuss and negotiate appropriate settlement offers while maintaining a high level of customer service
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Education
BBA - Marketing
Marian University
Fond Du Lac, WI08.2009
Skills
- Excellent communicator
- Adaptable to change and diversity
- Team leader
- Expert Collaborator and negotiator
- Quality risk assessment
- Innovation mindset
- Results-oriented approach
Continuingeducation
- AU and AINS successfully completed
- Multiple CPCU courses completed and continually working towards completion of program
Activities
In my free time you can find me with my family doing craft projects, reading books, going for bike rides, or cooking. I enjoy participating in various volunteer opportunities at my children’s schools and within the community.
Timeline
UW Quality Leader
HSB - A MunichRe Company
10.2024 - Current
Sr. UW Excellence Specialist
HSB - A MunichRe Company
08.2022 - 10.2024
Sr. CL Consultant
Acuity Insurance
11.2015 - 08.2022
Commercial Field Manager
Frankenmuth Insurance
02.2015 - 11.2015
Sr. Commercial Lines Underwriter - Remote
Frankenmuth Insurance
02.2013 - 02.2015
Commercial Lines Underwriter
West Bend Mutual
05.2007 - 02.2013
Direct Connect Claims Rep
West Bend Mutual
11.2000 - 05.2007
BBA - Marketing
Marian University
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