Kaitlyn Monroig
Midlothian,TX
Summary
Results-driven E&S Associate Property Broker and small business underwriter with a proven track record of placing complex commercial property risks across habitational, hospitality, builder's risk, and specialty institutional classes. Skilled in navigating both binding and brokerage markets with deep working knowledge of carrier appetites. Known for strengthening retail agent relationships, accelerating quote-to-bind ratios, and securing coverage for CAT-exposed, vacant, and distressed properties. Committed to market collaboration, submission precision, and growth-driven placement strategy.
Overview
11
11
years of professional experience
Work History
Associate Broker / Underwriter
Southwest Risk, LP
03.2024 - Current
- Market and place commercial property risks in the E&S market, including CAT-exposed, vacant, and distressed properties.
- Build and maintain broker relationships with retail agents across a broad range of states.
- Analyze submissions for underwriting quality and fit; identify appropriate carriers from binding and brokerage markets; submit to carriers or quote within binding authority.
- Collaborate closely with other brokers, creating a productive work environment that fosters teamwork and shared knowledge.
- Market brokerage renewals on behalf of senior broker up to 120 days out; additionally, manage senior broker's binding renewal business.
- Actively participate in industry networking events, conferences, and carrier-hosted roundtables to strengthen market relationships, stay ahead of underwriting trends, and generate new retail agency connections.
Insurance Broker
Legacy Insurance Group LLC
09.2022 - 03.2024
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Evaluated accuracy and quality of data entered into agency management system.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Sales Representative
Aflac
07.2022 - 11.2023
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Increased sales revenue by identifying and targeting high-potential accounts.
Operations Manager
Shaan Brothers Inc.
10.2018 - 09.2022
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Negotiated contracts with brokers to obtain best pricing and terms.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Analyzed and reported on key performance metrics to senior management.
- Developed and maintained relationships with external freight suppliers.
- Processed Invoices and tracked account receivables.
- Dispatched drivers and maintained communication for on-time deliveries.
Customer Relationship Specialist
Wells Fargo
09.2018 - 06.2019
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Sales Manager
24 Hour Fitness
10.2016 - 04.2018
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
General Manager
Fit4Life
03.2015 - 06.2016
- Developed and maintained relationships with customers and suppliers through account development.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
Sales Representative
Crown Ford
02.2014 - 03.2015
- Developed and delivered engaging sales presentations to convey product benefits.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Negotiated contracts with clients and developed relationships with key personnel.
- Generated additional sales opportunities with upselling and cross-selling techniques.
Education
Excess & Surplus Lines Training
WSIA
Chicago, IL06-2024
Surplus Lines License
TDI
Property & Casualty License
TDI
Life & Health License
TDI
No Degree - BSBA
The University of Texas At Arlington
05.2025
Skills
- Underwriting Knowledge
- Understanding of property and casualty insurance
- Proactive risk assessment
- Client relationship management
- Policy Expertise
- Sales pipeline development
- Effective time management
- Cross-functional collaboration
- Results-driven sales expert
- Professional networking skills
- Meticulous attention to detail
Accomplishments
- April new business revenue $17,000 (personal)
- Diligently worked to secure a multi-layer builder's risk placement resulting in a $750,000 premium in my senior broker's absence.
- Networked with a senior underwriter at an emerging carrier with limited distribution and secured an appointment for SWR.
- Developed and delivered a well-researched presentation to company-wide leadership, earning commendation for clarity, depth, and professionalism.
- Contributed to a top-producing team for three consecutive months by driving collaborative marketing strategies, generating over $100K in new business revenue each month.
Timeline
Associate Broker / Underwriter
Southwest Risk, LP
03.2024 - Current
Insurance Broker
Legacy Insurance Group LLC
09.2022 - 03.2024
Sales Representative
Aflac
07.2022 - 11.2023
Operations Manager
Shaan Brothers Inc.
10.2018 - 09.2022
Customer Relationship Specialist
Wells Fargo
09.2018 - 06.2019
Sales Manager
24 Hour Fitness
10.2016 - 04.2018
General Manager
Fit4Life
03.2015 - 06.2016
Sales Representative
Crown Ford
02.2014 - 03.2015
Property & Casualty License
TDI
Life & Health License
TDI
Excess & Surplus Lines Training
WSIA
Surplus Lines License
TDI
No Degree - BSBA
The University of Texas At Arlington
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