Paula Porter
Rating Analyst
Fort Wayne,IN
Overview
18
18
years of professional experience
Work History
Rate Analyst
USI
05.2023 - Current
- Enabled data-driven decision using advanced analytics tools, to generate valuable insights for our organization and carrier(s).
- Perform gap analysis between existing systems and processes, identifying areas for improvement and/or enhancement, which contribute to a useful, accurate, and efficient process for underwriting, rating and quoting.
- Ensure compliance within industry regulations by conducting thorough risk assessments and implementing necessary controls.
- Collaborated closely with stakeholders to identify opportunities for workflow improvements to drive continuous innovation for the organization.
- Assist Underwriting Team in crafting targeted proposals based on client needs assessment, contributing to increased revenue generation over previous year.
- Study regularly insurance industry trends, protocols and changes, helping demonstrate creativity and resourcefulness in developing innovative solutions to current program pain points.
- Exhibit strong organizational and time management skills to meet or exceed deadlines, while managing multiple projects at any given time.
Rating Analyst
K&K Insurance Group Inc.
11.2020 - 05.2023
- Developed high-quality documentation to support training efforts, helping employees and management fully understand new systems and procedures with carrier change.
- Streamlined project management with effective communication and collaboration across cross-functional teams and divisions.
- Optimized rating workflow processes to enhance overall productivity and achieve operational excellence, successfully rating $70+ million in annual premium for multiple divisions.
- Created dashboards in Sharepoint to monitor and track key performance indicators in the Division.
- Managed multiple projects simultaneously, consistently meeting deadlines while maintaining a high standard of quality workmanship.
- Identified needed rating system improvements and determined appropriate workarounds, until such solutions could be implemented.
Commercial & Surplus Lines Agent
High Point Insurance
06.2017 - 09.2020
- Analyzed customer needs and provided best options, upselling products and services
- Cultivated professional relations to establish long-term profitable partnerships
- Drove insurance sales through partnerships with financial advisors, network partners, and development of new clientele
- Increased commercial annual premium by 30% last year on track to triple that in 2020.
Insurance Agent Assistant
American National
07.2016 - 06.2017
- Increased book of business from 350 units to 763 units in 5 months
- Fostered relationships with customers to expand customer base, enhance loyalty, and build retention
- Successfully led key projects which resulted in agency being #1 in commercial & surplus lines for captive company
Education
High School Diploma - Business
Southeast High School
Manatee, FL1999
Skills
- Data Interpretation
- Statistical modeling
- Analytical mindset
- Risk Mitigation
- Attention to Detail
- Workflow Analysis
- Systems Analysis
- Microsoft Excel proficiency
- Problem-solving aptitude
- Task Prioritization
- P&C Licensed
Accomplishments
- Created rating system resources for multiple divisions in organization, ensuring success at any level of rating knowledge.
- Documented and resolve rating inconsistency which contributed to pasting of carrier audit.
- Achieved 99.9% compliance by creating workflow and process for reporting ALIR policies thus saving time and money for our team and carrier.
- Provided written guidance to industry Leadership identifying deficiencies found in fillings and forms.
- Assisted Management with special projects as required.
Timeline
Rate Analyst
USI
05.2023 - Current
Rating Analyst
K&K Insurance Group Inc.
11.2020 - 05.2023
Commercial & Surplus Lines Agent
High Point Insurance
06.2017 - 09.2020
Insurance Agent Assistant
American National
07.2016 - 06.2017
High School Diploma - Business
Southeast High School
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