Kim Nielsen
Mooreland,OK
Summary
Dynamic Business Development Underwriter with extensive experience at CompSource Mutual Insurance, excelling in risk assessment and customer relationship management. Proven track record in enhancing agency performance and retention through strategic policy analysis and training initiatives. Adept at navigating compliance management and fostering strong partnerships, driving significant growth in agency sales.
Overview
28
28
years of professional experience
Work History
Business Development Underwriter
CompSource Mutual Insurance
Oklahoma City, Oklahoma
10.2019 - Current
- Review, evaluate, and analyze new submissions/risks for possible coverage, process cancellations, provide renewal offers, and make policy changes/offers.
- I work closely with agents to assist with their daily requests and manage the book of business for those agencies.
- Make agency visits with loss prevention consultants when requested.
- Instruct agents on upcoming changes with CompSource Mutual, state legislation, and NCCI.
- Contact prospective and appointed agencies to schedule visits.
- Prepare for agency visits, and review updates and changes to policy and procedures with those agencies.
- Provide personal assistance to agents and producers by offering any additional agency training or educational services to make it easier for the agency to conduct business with the company, such as online portal training.
- Review and manage the agency's book of business, develop a plan to increase sales and service with the agency, review agency renewal accounts, and discuss retention, production goals, and production reports.
- Develop and maintain relationships with agencies and producers.
- Extensive travel throughout Oklahoma and parts of Texas.
Underwriter
CompSource Mutual Insurance
Oklahoma City, Oklahoma
01.2016 - 10.2019
- Reviewed, evaluated, and analyzed new submissions/risks for possible inception of coverage, process cancellations, review renewal offers, and make policy changes/offers.
- Worked closely with agents, assist with their daily requests, and manage the book of business for those agencies.
- Made agency visits with loss prevention consultants when requested.
- Instructed agents on upcoming changes with CompSource Mutual, state legislation, and NCCI.
- Contacted assigned agencies, and schedule visits.
- Prepared for agency visits, and reviewed updates and changes to policy and procedures with those agencies during the visits.
- Providde personal assistance to agents and producers by offering any additional agency training or educational services to make it easier for the agency to do business with the company, such as online portal training.
- Reviewed the agency's book of business, developed a plan to increase sales and services, reviewed agency renewal accounts, and discuss retention, production goals, and production reports.
- Developed and maintained relationships with agencies and producers.
- Extensive travel throughout Oklahoma. Since my office is home-based, I frequently travel to Oklahoma City to attend meetings.
Relationship Manager
CompSource Mutual Insurance
Oklahoma City, Oklahoma
11.2014 - 01.2016
- Rehired after taking some time to care for my elderly father. I worked in this position from 2007 to 2014 as well.
- Met with insurance agents on a regular basis to review company changes, guidelines, and updates, and to develop a plan to increase sales and services.
- Reviewed agency renewal accounts, and discuss retention, production goals, and production reports.
- Traveled throughout the state of Oklahoma to meet with existing policyholders, business owners, to discuss Workers' Compensation claim issues, payroll reporting, and safety guidelines.
- Provided educational services and training for new and existing policyholders with claim filing and payroll reporting.
- Assisted policyholders with renewal/auditing processes.
- Discussed legislation regarding new or existing workers' compensation laws and regulations.
- Entered and analyzed data for reporting purposes.
Office Manager
Jeff McIntosh Trucking
Mooreland, Oklahoma
07.2014 - 11.2014
- I took this position while caring for my elderly father before he passed.
- Managed, reviewed, and evaluated office staff on a daily basis.
- Managed bank accounts, accounts receivable, accounts payable, made collections calls, and made arrangements for payments.
- Reviewed time sheets for office staff and drivers, calculated payroll, and issued payroll checks, also approved/denied time-off requests.
Relationship Manager
CompSource Mutual Insurance
Oklahoma City, Oklahoma
06.2007 - 07.2014
- Same as above.
Held Several Position over 10 years
Mutual Of Omaha
Woodward, OK
02.1997 - 06.2007
- Quality Assurance Representative for 2 years
- Branch Trainer for 5 years
- Senior Customer Service Representative for 2.5 years.
- Examiner for 6 months
Education
Woodward High School
Woodward, OKAmerican School
Chicago, ILHigh Plains Area Vo-Tech
Woodward, OKNorthwestern Oklahoma State University
Alva, OKSkills
- Risk assessment
- Policy analysis
- Underwriting principles
- Loss control strategies
- Compliance management
- Customer relationship management
References
References available upon request.
Timeline
Business Development Underwriter
CompSource Mutual Insurance
10.2019 - Current
Underwriter
CompSource Mutual Insurance
01.2016 - 10.2019
Relationship Manager
CompSource Mutual Insurance
11.2014 - 01.2016
Office Manager
Jeff McIntosh Trucking
07.2014 - 11.2014
Relationship Manager
CompSource Mutual Insurance
06.2007 - 07.2014
Held Several Position over 10 years
Mutual Of Omaha
02.1997 - 06.2007
Woodward High School
American School
High Plains Area Vo-Tech
Northwestern Oklahoma State University
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