Krista Kotalik
Brook Park
Summary
Experienced with analyzing risk factors and determining appropriate coverage for diverse clients. Utilizes comprehensive evaluation techniques to align policies with company standards and client needs. Strong understanding of risk management principles and effective decision-making to enhance underwriting profitability.
Overview
20
20
years of professional experience
Work History
Insurance Underwriter
National Interstate Insurance Company
04.2022 - Current
- Analyze and evaluate insurance applications to determine risk and establish premiums
- Assess risk factors
- Review and update renewal accounts 90 Days prior to new policy issuance
- Correspond with brokers via phone and email
- Maintain accurate and up to date records
- Process endorsements
- Monitor and analyze industry trends to identify potential risks and opportunities
- Negotiate terms and conditions of coverage with customers
- Train new hires on daily processes and procedures
- Train insureds and agents on product offerings
- Deliver timely new issue and renewal policies
Office and Property Manager
Veda Capital, LLC
03.2021 - 04.2022
- Organize operations and procedures
- Perform review and analysis of special projects and monitor job progress
- Point person for maintenance, mailing, bills, and errands
- Manage relationships with general contractors and vendors
- Organize and schedule meetings and appointments
- Manage maintenance crew and activities of rental apartment property
- Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
- Coordinate activities to ensure efficiency
- Review and approve prospective tenant applications
- Schedule and supervise inspections
- Respond to, investigate, schedule, and resolve tenant concerns
- Monitor and ensure compliance with rules of occupancy
- Review and reconcile accounts payable and accounts receivable
- Organize and maintain resident files
- Plan and distribute resident communication
Project Manager
Dottore Companies, LLC
08.2016 - 03.2021
- Schedule and conduct apartment tours with potential tenants
- Manage maintenance crew and activities of rental apartment property
- Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
- Open, sort and distribute incoming correspondence
- Manage calendar for CEO and VP
- Assist in resolving administrative problems
- Run company’s errands to post office and office supply store
- Answer calls from customers regarding their inquiries
- Prepare and modify documents including correspondence, reports, drafts, memos and emails
- Schedule and coordinate meetings, appointments, and travel arrangements for managers
- Compose letters and emails on behalf of other staff
- Coordinate repairs to office equipment
Education
Master of business administration -
Youngstown State University
Youngstown, Ohio 05.2025
Bachelor of business administration -
Cleveland State University
Cleveland, OH12.2018
Skills
- Attention to detail
- Team leadership
- Confidentiality management
- Results orientation
- Critical thinking
- Effective communication
- Advanced Microsoft Office proficiency
Timeline
Insurance Underwriter
National Interstate Insurance Company
04.2022 - Current
Office and Property Manager
Veda Capital, LLC
03.2021 - 04.2022
Project Manager
Dottore Companies, LLC
08.2016 - 03.2021
Master of business administration -
Youngstown State University
Bachelor of business administration -
Cleveland State University
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