Leila Vasquez
Rockwall,TX
Summary
Result driven professional who demonstrates advanced proficiency in underwriting, with over 20 years experience in the insurance industry. Dedicated to achieving personal and company goals while developing long term agency relationships in the insurance industry.
Overview
25
25
years of professional experience
Work History
Account Executive Officer
Travelers
01.2019 - Current
- Currently Underwriting Oil & Gas Property & Casualty lines of business for Travelers Insurance Group.
- 2023 Renewal base: $11.5 Million - Retention 83%
- New Business: $1.6 Million - 14% growth
- Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability
- Identify and capture new business opportunities using consultative marketing and sales skills.
- Independently develop and execute agency sales plans and frequently partner with manager to develop region/group sales plans.
- Maintained strong relationships with brokers, facilitating open communication channels and improving overall business collaboration.
- Mentored junior underwriters, fostering their professional growth and enhancing team performance.
Senior Underwriter/Underwriter Specialist
Texas Mutual Insurance Co
03.2008 - 01.2019
- Evaluate both New Business and Renewal Workers Compensation applications to determine risk acceptability, risk pricing, and the need for safety services while ensuring policy application contains all necessary information such as job classification, business ownership, payroll, and any other needed information
- Evaluate reports, information, and coverage request and apply department guidelines and the NCCI Basic Manual Rules
- Negotiate account pricing and coverage with agents within a designated level of authority
- Participate in the management and development of key agents thru field visits, verbal and written communication, completion of service request, and identify and pursuing appropriate business opportunities
- Answer questions from agents, policyholders, or prospects regarding accounts and quotes.
Commercial Lines Underwriter
Utica National Insurance Group
11.1998 - 03.2008
- Review New Business and Renewal applications applying company guideline to ensure profitability while sustaining retention guidelines, new business goals while maintaining agency relationship and building new relationships
- Review policy endorsement request, cancellations and any other policy transactions
- Communicate by telephone and through written correspondence with various agents, special agents, producers, insureds and rating bureaus
- Provide agency training for all newly appointed agents and existing agents when needed.
Education
Continued CPCU Studies
Skills
- Excellent Communication Skills
- Problem-solving abilities
- Self Motivation
- Adaptability and Flexibility
- Multitasking
- Relationship Building
- Active Listening
- Professional Demeanor
- Teamwork and Collaboration
- Time management abilities
- Reliability
- Organizational Skills
Timeline
Account Executive Officer
Travelers
01.2019 - Current
Senior Underwriter/Underwriter Specialist
Texas Mutual Insurance Co
03.2008 - 01.2019
Commercial Lines Underwriter
Utica National Insurance Group
11.1998 - 03.2008
Continued CPCU Studies