Piera Morinelli

• Captive Renewal Management
• Lead the end-to-end captive renewal submission process ensuring timely and accurate collection of exposure and loss data. Validate all necessary information has been received to submit the captive renewal submission to the various service providers.
• Engage with carrier to obtain renewal coverage template and updated policy torms.
• Guide Program Assistant with timely issuance of renewal proposals and confirmations of binding.
• Secure necessary source documents and request captive renewal invoices.
• Manage the policy issuance process.

Financial and Compliance Oversigh

• Coordinate and ensure accurate schedules related to premium payments, losses.

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• Onboard new clients into the captive program.
• Maintain positive and professional relationships with captive service providers and brokers.
• Proactively anticipate client and program needs, identifying and implementing effective solutions.
• Provide training and collaborate with the Program Assistant to ensure smooth and efficient daily operations.

Board Meeting Coordination

• Schedule pre and post board meeting
  Teams calls.
• Create agendas, compile meeting material, and manage the distribution of materials for board meetings.
• Coordinate attendee list, name badges and tent cards.
• Client and Program SupportOnboard new clients into the captive program.
  Maintain positive and professional relationships with captive service providers and brokers.
  Proactively anticipate client and program

• Providing Technical rating and policy issuance support to underwriting team. Utilizing manual and automated system in the rating, coding and policy issuance process for all lines of business.
• Assisted trainers in training new Rate Techs to the department and provided support.
• Rate and code all P&C lines of business for supported business units.
• Compute premiums on new business renewals, endorsements and cancellation transactions.
• Input rating and statistical coding information into system.
• Quotes risk or does worksheet/proposal.
• Communicate directly with Underwriting Assistants regarding all aspects of rating and policy issuance.
• Reconciles discrepancies, check work for accuracy, and may check the work of others.
• Respond promptly and accurately to requests for information.
• Process work with attention to timeliness, productivity, and quality.
• Performs a general self-check of work.
• Processes all work within department standards.
• Performed team coordination activities, or distribute work.

• As a Licensed agent I targeted new accounts, rated and underwrote new and current accounts.
• Code coverage changes and prepared quoting for renewals.
• Placed correct State and Federal Filings for commercial policies.

• Increased company sales revenue by 7.5% in a five year period resulting in 2.10 million dollar increase in Agency profit.
• Used creative marketing strategies to generate new business and keep our cancellation ratios to a minimum.
• Continually consulted and advised co-workers and management on ways to help increase revenue and customer service.

• Sales and day to day office duties
• Follow up on leads, set appointments
• New business applications, take loss reports and help with any questions clients may have
• Run employee weekly schedule.
• Validate all necessary information has been received to submit new and renewal documents submitted to carrier.
• Engage with carrier to obtain renewal coverage template and updated policy.
• Secure necessary source documents and request policy renewal invoices.
• Manage office accounting records

• Coordinate and ensure accurate schedules related to premium payments, losses.

• Onboard new clients into the market.
• Maintain positive and professional relationships
• Proactively anticipate client and program needs, identifying and implementing effective solutions.
• Provide training and collaborate with the employees to ensure smooth and efficient
• Client and Program SupportOnboard new clients into the captive program.
  Maintain positive and professional relationships with captive service providers and brokers.
  Proactively anticipate client and program