Self-driven, detailed-oriented individual with strong underwriting knowledge. Highly personable with the ability to close deals. A conscientious and hard working team player.
Overview
32
32
years of professional experience
Work History
Production Underwriter
Alliant Insurance Services Inc.
Irvine, CA
05.2021 - Current
New business package underwriter with focus on real estate portfolios and apartments.
Interaction with retail and wholesale brokers in the designated coverage territory - West Coast and Mid West.
Participated in meetings with senior management regarding various initiatives, including coverage form discussions, increasing market share, and discussions regarding the new product launch.
Middle Market Underwriter
Chubb
Irvine, CA
11.2019 - 05.2021
Develop new business opportunities through production and marketing calls with producers.
Commercial Underwriting focus on Property, General Liability and Builder's Risk coverages.
Handle the underwriting of new business and renewal business - coverage territory includes California and Arizona.
Work closely with claims department, loss control and the legal department.
Present and clearly explained insurance policy options based on clients' needs and goals.
Senior Commercial Lines Underwriter
LIBERTY MUTUAL INSURANCE
San Diego, CA
05.2007 - 03.2018
Managed a $9 Million multi line book of business.
Increased sales by 10-15% each year during the entire employment with the company.
Commercial Underwriting with focus on General Liability, Worker's Compensation, Property Coverages, Business Auto and Umbrella coverages.
Provided onsite training to our agents.
Partnered with agents to manage and grow a multi-line book of business by evaluating, selecting and pricing risks.
Actively participated in continuous improvements by fully engaging in daily Huddles, generated suggestions, participated in Problem Solving activities and provided suggestions to help support the Team.
Senior Internal Broker
CRC INSURANCE BROKERS
Glendale, CA
06.2005 - 12.2006
Facilitated production of new business with the Agency Principal.
Developed strategic opportunities with various Retail agents.
Key Liaison individual between the Agency Principal and the Agency's Producers to develop annual Production Goals.
Broker
BROWN & RIDING INSURANCE SERVICES
Foster City, CA
12.2003 - 06.2005
Developed, maintained, and cultivated client and agent relationships in the General Liability and Property Lines of coverages.
Assessed new business submissions and negotiated terms, by selecting the markets that can provide the most coverage at the best price.
Responsible for the timeliness and accuracy of quotes, binders, checklists and other marketing file documentation.
Assisted the Retail Broker meet and exceed client expectations by clearly defining and managing client coverage goals.
Industry Focus specialist subjects included General and Cyber Liability coverages.
Senior Field Underwriter
ATLANTIC MUTUAL INSURANCE COMPANY
San Francisco , CA
08.2002 - 12.2003
Underwriting concentrations: General Liability, Property and Worker's Compensation lines.
Senior Underwriter
AIG National Union
San Francisco, CA
03.2001 - 08.2002
Underwriting Concentrations: Professional Liability, Cyber Liability, D&O, EPLI, Crime and various Technology Insurance products.
Senior Underwriter
PHILADELPHIA INSURANCE COMPANY
Sunnyvale, CA
11.1998 - 03.2001
Underwriting Concentrations: Multi Line book of Business.
Senior Commercial Underwriter
CHUBB GROUP OF INSURANCE COMPANIES
Pleasanton, CA
01.1997 - 11.1998
Underwriting Concentrations: Property, General Liability, and Worker's Compensation.
Underwriter
AIG WESTERN RISK SPECIALISTS
San Francisco, CA
06.1993 - 01.1997
Underwriting Concentrations: Professional Liability, Directors & Officers, and Kidnap Ransom Coverage.
Education
Bachelor of Science - Economics/ Finance
Suffolk University
1993
2003
Skills
Proficient with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Adobe Reader)
Affiliations
SDAIP - the San Diego Association of Insurance Professionals- Board Member (2008-2018)
Timeline
Production Underwriter
Alliant Insurance Services Inc.
05.2021 - Current
Middle Market Underwriter
Chubb
11.2019 - 05.2021
Senior Commercial Lines Underwriter
LIBERTY MUTUAL INSURANCE
05.2007 - 03.2018
Senior Internal Broker
CRC INSURANCE BROKERS
06.2005 - 12.2006
Broker
BROWN & RIDING INSURANCE SERVICES
12.2003 - 06.2005
Senior Field Underwriter
ATLANTIC MUTUAL INSURANCE COMPANY
08.2002 - 12.2003
Senior Underwriter
AIG National Union
03.2001 - 08.2002
Senior Underwriter
PHILADELPHIA INSURANCE COMPANY
11.1998 - 03.2001
Senior Commercial Underwriter
CHUBB GROUP OF INSURANCE COMPANIES
01.1997 - 11.1998
Underwriter
AIG WESTERN RISK SPECIALISTS
06.1993 - 01.1997
Bachelor of Science - Economics/ Finance
Suffolk University
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