Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst
Kristy McGinnis

Kristy McGinnis

Agency,MO

Summary

Analytical Underwriter with expertise in Commercial Insurance. Gifted in evaluating risk and loss potential and developing information for new and renewal policies. Team-oriented with success in building relationships with internal partners and agents to achieve business goals.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Small Business Product and Program Consultant

American Family Mutual Insurance Company
01.2021 - 10.2022
  • Evaluated current processes to develop improvement plans.
  • Produced detailed and relevant reports for use in making business decisions.
  • Gathered, documented, and modeled data to assess business trends.
  • Reviewed internal systems and organized training plans to address areas in need of improvement.
  • Conducted thorough reviews of operations to devise and deploy improvement strategies.
  • Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked effectively in fast-paced environments.
  • Identified issues, analyzed information and provided solutions to problems.
  • Excellent communication skills, both verbal and written.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Developed and maintained courteous and effective working relationships.

Small Business Call Center Manager

American Family Mutual Insurance Company
04.2019 - 01.2021
  • Provided real-time coaching, guidance and feedback to customer service agents to achieve development goals.
  • Led daily team meetings to review performance, set targets and motivate staff.
  • Resolved escalated customer issues promptly and professionally to maintain satisfaction.
  • Recruited, trained and onboarded new agents, maintaining exceptional service standards.
  • Conducted performance reviews for staff members to reduce resolution times and improve customer satisfaction ratings.
  • Analyzed customer feedback to identify improvement opportunities and develop action plans.
  • Evaluated data to identify trends and determine customer service needs.
  • Developed quality employees within call center to take over leadership positions.
  • Collaborated with training team to boost product support and certification training initiatives.
  • Developed process controls and metrics for daily management of call center.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Commercial Lines Underwriter

American Family Insurance
07.2013 - 04.2019
  • Assessed new and renewal applications for financial liabilities and risk levels.
  • Maintained current understanding of industry and underwriting procedures.
  • Made recommendations to field producers on potential applications.
  • Applied accurate pricing standards to meet business needs and customer requirements.
  • Provided technical expertise and mentoring to junior underwriting staff.
  • Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
  • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Collaborated with other professionals to develop innovative underwriting solutions.
  • Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Excellent communication skills, both verbal and written.

Commercial Data Entry Representative

American Family Mutual Insurance Company
03.2006 - 07.2013
  • Completed data entry tasks with accuracy and efficiency.
  • Organized, sorted, and checked input data against original documents.
  • Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.
  • Entered data into various computer systems accurately using Microsoft Office Suite.
  • Verified accuracy of data entered into system to produce error-free reports.
  • Developed data entry policies and procedures in compliance with company standards.
  • Updated and maintained customer information, documents and records.
  • Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
  • Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Helped meet changing demands by recommending improvements to business systems or procedures.

Education

No Degree - Cosmetology

Vatterott
Saint Joseph, MO

High School Diploma -

Mid Buchanan R5
Faucett, MO
05.1999

Skills

  • Data Analysis
  • Client Relationship
  • Policy Quoting and Pricing
  • Agent Support
  • Portfolio management
  • Underwriting guidelines
  • Product knowledge
  • Cross-functional Collaboration
  • Conflict Resolution
  • Decision Making
  • Team Leadership
  • Problem Solving
  • Process Improvement

Certification

BenchmarkPortal Certified Contact Center Manager, CCCM

Timeline

Small Business Product and Program Consultant

American Family Mutual Insurance Company
01.2021 - 10.2022

Small Business Call Center Manager

American Family Mutual Insurance Company
04.2019 - 01.2021

Commercial Lines Underwriter

American Family Insurance
07.2013 - 04.2019

Commercial Data Entry Representative

American Family Mutual Insurance Company
03.2006 - 07.2013

No Degree - Cosmetology

Vatterott

High School Diploma -

Mid Buchanan R5
Kristy McGinnis