Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kyle Wachtel

Phoenixville,PA

Summary

Analytical problem-solver with talents for team building, leading and motivating, as well as high quality skills in relationship-building with key distribution partners. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to enhance employee engagement and boost performance.

Overview

15
15
years of professional experience
1
1
Certification

Work History

AVP- Commercial Officer

CNA Insurance
01.2017 - Current
  • Currently lead a team of Construction Underwriters, Associates, and a Commercial Director on a $130,000,000 Construction portfolio
  • Deepen our external relationships through various sales management initiatives
  • Achieve profitability through rigorous portfolio management and business plan execution
  • Demonstrate strong leadership skills to improve the performance, engagement, development and retention of employees
  • Act as a Relationship Manager for key agents and brokers in the territory.

Middle Market Underwriting Consultant

CNA Insurance
06.2010 - 12.2017
  • Perform risk mitigation and assessment on accounts of all industries with premiums ranging from $25,000-$1,000,000 for the Mid-Atlantic Region
  • Middle Market accounts consisting of Package, WC, Auto, IM, E&O, and Umbrella
  • Conduct and coordinate monthly sales calls to independent agencies and brokers in order to develop and maintain relationships
  • Specialized in Technology Segment offering product, market, and industry expertise.

Producer

State Farm Insurance Agency
05.2009 - 03.2010
  • Sold financial services products including life/health insurance, property/casualty insurance, and bank products to clients through prospecting and relationship building
  • Evaluated consumers investment objectives.

Education

Masters of Business Administration -

Saint Joseph’s University
05.2022

Bachelors of Science in Finance -

University of Pittsburgh
05.2009

Skills

  • Business Planning
  • Distribution Strategy
  • Partnership Development
  • Procedure Implementation
  • Growth planning
  • Operational leadership

Certification

  • Commercial Lines Coverage Specialist- CLCS
  • Construction Risk Insurance Specialist- CRIS
  • Graduate of CNA’s Emerging Leaders and Leadership Advantage Programs

Timeline

AVP- Commercial Officer

CNA Insurance
01.2017 - Current

Middle Market Underwriting Consultant

CNA Insurance
06.2010 - 12.2017

Producer

State Farm Insurance Agency
05.2009 - 03.2010

Masters of Business Administration -

Saint Joseph’s University

Bachelors of Science in Finance -

University of Pittsburgh

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Kyle Wachtel