Mitchell Stephens
Bremen,GA
Summary
Dynamic Underwriting Manager at Premier Financial Alliance with a proven track record in policy analysis and compliance adherence. Spearheaded initiatives that achieved $120 million in Paid Target Premium (2024). Proven expertise in case management improvements, team collaboration and automation integration. Skilled in developing training materials enhancing operational efficiencies, driving successful outcomes in a fast-paced environment. 6 Years of Military experience specializing in team leader and squad leader capabilities.
Overview
11
11
years of professional experience
Work History
Underwriting Manager
Premier Financial Alliance
09.2022 - Current
- Successfully managed Field Agent policies in the life insurance industry, achieving our company's goal for Paid Target Premium two years in a row. 2023 ($100 million), 2024 ($120 million)
- Managing a team of six for Field Agent support, directly assisting our agents with policy issues, carrier issues, and common underwriting questions.
- CRM, Monday.com, Excel, Microsoft Office Proficiency (5+ years)
- Successfully integrated multiple automations to enhance our reporting capabilities (Mondays.com, Parabola).
- Strategized with executive-level employees for case management improvements, field agent training material, employee experience enhancements, and technological improvements.
- Implementation of SOPs (Employee Reviews, Case Management). Improvements, Reporting, Management, and Team-to-Team Collaboration.
- Assisted the Compliance department with agent-facing materials to ensure Compliance SOPs were disseminated to our Field Agents appropriately.
- Implemented a 'Push' system to motivate agents and carriers toward policy finalizations for quicker turnaround times.
Commissions Analyst
Premier Financial Alliance
08.2021 - 09.2022
- Analyzed commission data to ensure accuracy and compliance with company policies.
- Collaborated with sales teams to resolve discrepancies in commission calculations.
- Developed and maintained commission reporting tools to streamline data analysis.
- Reviewed and processed commission payments, ensuring timely disbursement to stakeholders.
- Identified process inefficiencies and recommended improvements for commission tracking systems.
- Conducted regular audits of commission reports to enhance data integrity and reliability.
Project Manager
MRN Contracting
06.2020 - 08.2021
- Door to Door Roofing Sales
- Territory canvasing to pursue leads and create personal pipeline of business
- Client management (Property evaluations & Project Summaries)
- Client facing communications and home insurance facing communications
- Outstanding funds collections and finalizations
Assistant Shift Manager
Leon Farmer & Company
10.2015 - 01.2020
- Supervised team operations, ensuring adherence to safety protocols and efficient workflow management.
- Implemented process improvements that enhanced productivity and reduced operational delays.
- Managed inventory control systems for accurate stock tracking and replenishment strategies.
- Ensured cleanliness and organization of the workplace by enforcing company sanitation guidelines throughout the shift schedule.
- Maintained strict adherence to company policies, safety regulations, and operational standards throughout all shifts supervised.
- Streamlined shift operations by effectively delegating tasks and monitoring team performance.
Picker/Loader Operator
Austin Hardware & Supply
02.2015 - 10.2015
- Operated electric pallet jack to efficiently transport items within warehouse.
- Selected and packed orders accurately to ensure timely delivery.
- Collaborated with team members to optimize workflow and reduce bottlenecks.
- Inspected incoming shipments for quality assurance before stocking.
- Maintained organized inventory system to enhance retrieval processes.
- Monitored stock levels and reported discrepancies to management for resolution.
- Worked fast to meet assigned daily picking quotas.
- Verified proper labeling and identification on all orders before shipment.
Education
High School Diploma -
Lumpkin County High School
Dahlonega05-2013
Skills
- Underwriting management
- Policy analysis
- Compliance adherence
- CRM systems
- Team leadership
- Process improvement
- Case management
- Reporting automation
- Commission analytics
- Stakeholder collaboration
- SOP development
- Teamwork and collaboration
- Project coordination
- Underwriting guidelines
- Sales support
- Multitasking capacity
- Task prioritization
- Professionalism
Timeline
Underwriting Manager
Premier Financial Alliance
09.2022 - Current
Commissions Analyst
Premier Financial Alliance
08.2021 - 09.2022
Project Manager
MRN Contracting
06.2020 - 08.2021
Assistant Shift Manager
Leon Farmer & Company
10.2015 - 01.2020
Picker/Loader Operator
Austin Hardware & Supply
02.2015 - 10.2015
High School Diploma -
Lumpkin County High School