Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Karen Diana

Wallingford,CT

Summary

Results-driven territory management professional with proven track record in driving sales growth and market expansion. Skilled in strategic planning, customer relationship management, and leveraging data to make informed decisions. Strong focus on team collaboration and achieving targets. Reliable and adaptable, excelling in dynamic environments and consistently meeting business objectives.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Sr. Production Underwriter

CompScience
01.2025 - Current
  • Documented underwriting decisions and provided evidence of compliance with applicable regulations.
  • Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwriting.
  • Achieved faster turnaround times in application processing by optimizing workflows within the underwriting department.
  • Mitigated potential financial losses, closely monitoring high-risk accounts and recommending appropriate actions.

Territory Sales Manager

Employers Insurance Group
06.2017 - 12.2024
  • Hired to develop the New England states by appointing and contracting over 125 new agencies.
  • Increased sales revenue by developing and implementing strategic territory plans.
  • Analyzed sales data to identify opportunities for improvement and implemented targeted action plans accordingly.
  • Set ambitious yet achievable sales targets for the territory team; provided motivation through ongoing coaching and guidance towards goal attainment.
  • Established strong relationships with key clients, boosting customer retention rates.
  • Monitored competitor activities within the territory, adjusting sales strategies as needed to maintain a competitive edge.
  • Provided exceptional support to existing customers, leading to increased repeat business and referrals.
  • Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
  • Managed sales pipeline effectively by prioritizing high-potential prospects while keeping track of potential opportunities at various stages of development.
  • Enhanced overall market share within assigned region by strategically expanding product range offered.
  • Conducted regular product training sessions for distribution partners, ensuring their ability to effectively use and sell our products to new clients.

Sr. Production Underwriter

MEMIC
04.2015 - 01.2016
  • Solicit, identify and evaluate performance and profitability of workers compensation insurance submissions from independent agents and brokers with assigned territory (CT and MA)
  • Responsible for underwriting and pricing of accounts in accordance with Memic underwriting standards, personal underwriting judgment and authority level.
  • Gather and analyze market data and competitive information for new markets and new business
    relationships.
  • Focused on building the territory with new agents from prior relationships.
  • Ensured compliance with regulatory requirements through diligent monitoring of industry changes and updating internal policies accordingly.
  • Enhanced customer satisfaction, providing detailed explanations on underwriting decisions and policy benefits.
  • Secured competitive advantage by staying informed of market trends and regulatory changes affecting underwriting.

Sr. Territory Manager

Liberty Mutual(Peerless)
03.1999 - 04.2015
  • Retained key accounts through diligent relationship management, understanding client needs, and ensuring timely delivery of services.
  • Facilitated successful product launches by coordinating efforts between marketing, product development, and sales teams.
  • Leveraged industry knowledge to provide valuable insights into market trends that informed company strategy and planning initiatives.
  • Boosted client satisfaction rates by addressing concerns promptly and implementing solutions tailored to their specific needs.
  • Collaborated with cross-functional teams to develop comprehensive marketing campaigns that increased brand visibility in the assigned territory.
  • Increased sales growth by 95% developing strategic plans for territory expansion and relationship building with key clients.
  • Generated new business leads through targeted prospecting techniques and strong networking skills.
  • Expanded market share by identifying opportunities, conducting competitor analysis, and tailoring product offerings to meet customer needs.
  • Established successful account relationships by building rapport and maintaining consistent communication.
  • Researched competitor activity and used findings to develop sales growth strategies.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Oversees agents contractual obligations, licensing, mergers and acquisitions. Monitored profit sharing with agents and the potential year end payout.

Education

Master of Science - Insurance Management

Boston University
Boston, MA
01.2006

Bachelor of Arts - Sociology

Western New England University
Springfield, MA
05.1984

Skills

  • Business development
  • Relationship building
  • Negotiation proficiency
  • Influencing business growth
  • Teamwork and collaboration
  • Organizational skills
  • Agent support
  • Decision-making
  • Problem-solving
  • Effective communication
  • Self motivation

Affiliations

  • National Association of Insurance Professionals

Certification

  • CPCU - Chartered Property Casualty Underwriter

Timeline

Sr. Production Underwriter

CompScience
01.2025 - Current

Territory Sales Manager

Employers Insurance Group
06.2017 - 12.2024

Sr. Production Underwriter

MEMIC
04.2015 - 01.2016

Sr. Territory Manager

Liberty Mutual(Peerless)
03.1999 - 04.2015

Master of Science - Insurance Management

Boston University

Bachelor of Arts - Sociology

Western New England University

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