Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
AssistantManager

JAY WILLIAMS

Providence,RI

Summary

Results-driven operations and people leader with expertise in team development, process improvement, and organizational transformation. Proven ability to identify inefficiencies, implement scalable solutions, and coach high-performing teams to drive success. Adept at aligning business operations with strategic goals, fostering a culture of accountability, and leading organizations through periods of growth and change. Passionate about building sustainable systems that empower teams and drive efficiency.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Vice President of Commercial Lines & Operations

Lathrop Insurance
Westerly, RI
01.2023 - 01.2025
  • Company Overview: Lathrop Insurance is an independent agency offering personal and commercial insurance solutions.
  • Served as the Integrator in an EOS-driven organization, ensuring strategic alignment across departments and business functions.
  • Led HR initiatives, including performance management, compensation structure updates, and employee engagement programs.
  • Spearheaded process optimization efforts, refining workflows, implementing technology solutions, and reducing inefficiencies.
  • Designed and executed leadership training programs, equipping teams with skills to elevate performance and operational effectiveness.
  • Developed a coaching-first leadership approach, fostering a high-performance, solutions-driven culture.
  • Partnered with executive leadership to improve revenue growth strategies and organizational structure for long-term success.
  • Developed and executed a business development strategy, focusing on high-value client acquisition and retention.
  • Partnered with producers and account managers to enhance sales processes, improve client retention, and strengthen carrier relationships.
  • Provided mentorship and coaching, cultivating a team culture centered on professional growth, accountability, and client service excellence.
  • Championed strategic initiatives that improved operational efficiency, reduced bottlenecks, and streamlined workflows.
  • Lathrop Insurance is an independent agency offering personal and commercial insurance solutions.

Sr. Underwriter - Excess Casualty

Zurich
Boston, MA
01.2022 - 01.2023
  • Company Overview: Zurich is a leading multi-line insurer that serves its customers in global and local markets.
  • Underwrite and analyze new and renewal business within delegated authority levels of highly complex assignments.
  • Grow and maintaining a book of business within the underwriting rules and guidelines, insurance laws and regulations, and rating manuals.
  • Plan and execute a relationship strategy with Zurich's customers (insurance brokers).
  • Zurich is a leading multi-line insurer that serves its customers in global and local markets.

Underwriter

Argo Group
Providence, Remote Office
01.2020 - 01.2022
  • Company Overview: Argo Group is specialty insurance company providing property and casualty insurance for businesses.
  • Underwrite and offer casualty insurance policies for mid-to-large sized organizations.
  • Cultivate relationships with key brokers to build the book of business for Argo Primary Casualty.
  • Collaborate with team members and management to enhance internal training practices and streamline organizational processes.
  • Argo Group is specialty insurance company providing property and casualty insurance for businesses.

Underwriter - Travel

USLI
Oak Brook, IL
01.2017 - 01.2020
  • Company Overview: USLI provides underwriting insurance for small businesses along with a select group of specialty products.
  • Underwrite submissions in accordance with delegated underwriting authority and established guidelines. Process customer requests for quotes, re-quotes and endorsements.
  • Travel to key clients to develop and maintain business partnerships, drive business and enhance the value proposition of USLI.
  • Selected to train and coach other underwriters in process, execution and service delivery.
  • Develop innovative solutions for team to improve efficiency, workflow and to share best practices.
  • USLI provides underwriting insurance for small businesses along with a select group of specialty products.

Senior Account Manager

Amica Mutual Insurance Company, Linc
Lincoln, RI
01.2013 - 01.2017
  • Company Overview: AMICA is a direct writer of personal insurance with auto, homeowners, personal excess liability and marine coverage.
  • Received three promotions in four years, from Associate Account Manager to Account Manager to Senior Account Manager.
  • Reviewed new business applications to determine insurability based on corporate guidelines.
  • Assessed new insurance applications, determine appropriate insurance risks and resolve complex issues while maintaining strong client relationships.
  • Managed a team of customer service associates (~10) and had responsibility for the day-to-day training and coaching.
  • In partnership with Human Resources, identified and selected top talent for call center through screening resumes and interviewing, managed all employee relations issues, conducted performance reviews.
  • Set goals for call center associates ensuring alignment with company goals, metrics and deliverables.
  • Build strong reputation as a motivating manager, maintaining low employee turnover and high satisfaction.
  • Mentored Account Manager trainees in team and risk management techniques.
  • Assist in teaching fundamental management training programs for future Associate Account Managers.
  • AMICA is a direct writer of personal insurance with auto, homeowners, personal excess liability and marine coverage.

Education

Bachelor of Arts - Marketing (minor in Accounting)

ASSUMPTION COLLEGE
Worcester, MA

Skills

  • Strategic planning
  • Business development
  • Process optimization
  • Risk assessment
  • Client management
  • Leadership training
  • Performance management
  • Employee engagement
  • Workflow improvement
  • Team building

Certification

  • Certified SCRUM Master
  • Property & Casualty License

References

References available upon request.

Timeline

Vice President of Commercial Lines & Operations

Lathrop Insurance
01.2023 - 01.2025

Sr. Underwriter - Excess Casualty

Zurich
01.2022 - 01.2023

Underwriter

Argo Group
01.2020 - 01.2022

Underwriter - Travel

USLI
01.2017 - 01.2020

Senior Account Manager

Amica Mutual Insurance Company, Linc
01.2013 - 01.2017

Bachelor of Arts - Marketing (minor in Accounting)

ASSUMPTION COLLEGE
JAY WILLIAMS