Evaluate new business and renewal experience history, demographics, enrollment, and industry to determine risk and pricing while adhering to corporate underwriting guidelines
Review and approve SPD amendments for current policies
Lead and participate in off-peak RCPS tickets and projects
Maintain book of business profitability and persistency levels while working with sales representatives for cross sell opportunities of supplemental lines of coverage
Mentor and train new hires
Stop Loss Underwriting Consultant
Sun Life Financial
06.2014 - 03.2019
Supported the identification and development of best practices and work flow procedures while quoting appropriate rates based on risk properties of prospects
Managed field office relationships in regards to industry information, prospects and regional medical trends
Evaluated large claim risk and projected paid claims in the development of the new business strategy
Managed team of seasonal temporary employees during surge season for the the set up of new business RFPs
Served as a senior resource during new hire onboarding through training demonstrations and job shadowing
Quote Associate
Sun Life Financial
06.2013 - 06.2014
Responsible for ensuring consistent communications and support to Stop Loss Specialists, internal sales, and underwriters by acting as a flexible resource to various departments.
Maintained internal database systems and email inboxes
Education
Bachelor of Arts - Communications
Roger Williams University
Bristol, RI
05.2012
Skills
Risk Management and Assessment
Sales Support and Negociation
Policy renewal
Adept in David Young System, AMS, Salesforce, Excel
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services