Merri Martin
Broadview,OH
Summary
Senior Commercial Insurance Underwriter with 20 year of experience in Property and Casualty and Management Liability. Proven track record of driving profitable growth through new business production, strategic broker partnerships, and disciplined underwriting. Known for balancing sales leadership with strong risk selection and portfolio management.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Commercial Lines Underwriter III
Merchants Insurance Group
Buffalo, NY
08.2022 - Current
- Evaluated risk factors to determine appropriate coverage for commercial insurance applications.
- Collaborated with agents to assess client needs and tailor insurance solutions to achieve new business production goals.
- Conducted training sessions with agency partners and potential partners on new products and Merchants systems and practices.
- Assisted in training for new hires, ensuring a smooth onboarding experience for incoming staff members.
- Applied accurate pricing standards to meet business needs and customer requirements.
- Mentored junior underwriters, sharing knowledge of industry best practices and fostering professional development.
Underwriter Specialist
Selective Insurance
Columbus, OH
01.2022 - 07.2022
- Conducted comprehensive analysis and evaluated risk to control underwriting loss.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
- Worked with colleagues to review and accept or deny new and renewal business.
- Achieved production goals by developing strong underwriting teams.
- Negotiated coverage, policy pricing and service delivery during meetings with customers, agents or brokers.
- Evaluated insurance applications to determine risk factors and eligibility for coverage.
Small Business Account Underwriter II
Westfield Insurance
Columbus, OH
07.2020 - 12.2021
- Determine level of acceptable risk by account analysis while adhering to underwriting strategies
- Negotiate coverage, policy pricing and service delivery during interactions with agents or brokers.
- Meet new business growth goals through collaboration with internal underwriting staff and our agency partners
- Successfully meeting monthly new business premium goals, on pace to meet $2M new business goal for assigned territory
- Work successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Work closely with agents to assist in navigation of our interfacing quoting platform
- Provide excellent service and attention to customers through phone conversations and virtual agency visits
- Member of Westfield Change for Champions focus group, designed to collaborate on company processes and implement innovating changes
Senior Account Underwriter
Travelers Insurance
Columbus, OH
10.2014 - 03.2020
- Underwriter of Management Liability lines handling a $3M book of business new and renewal business
- Developed strategies to improve efficiency in application processing workflows.
- New business/Renewal overflow underwriter for D&O, Employment Practices, Cyber liability, Fiduciary liability, Crime, Professional liability, and Kidnap and Ransom Insurance for the Great Lakes Region .
- Training and development of new hires, mentor for OH Team
- Kidnap and Ransom Resident Expert for our Great Lakes region
- Fiduciary Liability Resident Expert for our Great Lakes Region
- Improved customer satisfaction by finding creative solutions to problems
- Testing member of the pilot program initiative for Salesforce
- Renewal retention consistently in the 90% range
- Planning committee lead on multiple regional meetings
- Provided excellent customer service and prompt response time to any request
- Currently working on the RPLU designation
Senior Account Executive-Marketing
Philadelphia Insurance Companies
Dublin, OH
09.2006 - 10.2014
- Execute sales plan and managed all phases of the sales process
- Developed and maintained client relationships to enhance customer satisfaction and retention.
- Concise knowledge and management of accounts of over 80 niche products in both Property and Casualty and Management liability lines.
- Provided services to our partner agents by interpreting coverage forms and cross selling addition coverage options
- Maintained a solid relationship with an outside marketing representative to build our collective book of business
- Promoted Philadelphia Insurance Companies at industry events and through agency visits and interactions.
- Managed $2.3 book of business
- Consistently exceeded my new business goal of $1M annually.
- Responsible for training and mentoring of new employees
Education
Bachelor of Arts - Media Study: Film Production
State University At New York At Buffalo
Buffalo, NY12-1997
Skills
- Client management
- Coverage evaluation
- Policy analysis
- Sales support
- Problem-solving
- Attention to detail
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Decision-making
- Relationship building
Certification
Associate in Insurance (AINS)
Certified Insurance Service Representative(CISR)
Registered Professional Liability Underwriter (RPLU) In Progress
Timeline
Commercial Lines Underwriter III
Merchants Insurance Group
08.2022 - Current
Underwriter Specialist
Selective Insurance
01.2022 - 07.2022
Small Business Account Underwriter II
Westfield Insurance
07.2020 - 12.2021
Senior Account Underwriter
Travelers Insurance
10.2014 - 03.2020
Senior Account Executive-Marketing
Philadelphia Insurance Companies
09.2006 - 10.2014
Bachelor of Arts - Media Study: Film Production
State University At New York At Buffalo