Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rodney Lattimore

Coppell,TX

Summary

Commercial Insurance Professional with a proven track record of leading and motivating team members to meeting or exceeding profit, growth, and retention goals. Demonstrated ability to coach and mentor employees to improve teamwork as well as enhance individual technical and marketing skills. Significant experience in Property & Casualty Insurance commercial underwriting, risk management and agency relationship - offering strong initiative, an exceptional work ethic and a disciplined approach.

Overview

16
16
years of professional experience

Work History

CL - Underwriting Manager

Union Standard Insurance Company
12.2021 - Current
  • Directly manages and coaches a team of field underwriters, and provides indirect management support to center underwriting talent and Underwriting Associates within region
  • Drives strong underwriting behaviors and discipline through oversight, quality management and compliance processes
  • Effectively manages staff through active performance management, implementation of a meaningful development planning process, and reinforcement of a pay-for-performance compensation philosophy
  • Builds a strong team, fostering high levels of engagement, collaboration, open dialogue and involvement in decision making and planning activities
  • Manages individual and book-level risk selection & pricing decisions to profitable underwriting results
  • Closely manages plan results and directs implementation of specific actions to address financial shortfalls
  • Utilizes sales execution and business development strategies to generate robust quality pipelines, maximize client retention and drive new sales and net profitable growth of book.
  • Actively manages the flow and mix of business to ensure that short-term and long-term financial outcomes are optimized.
  • Partners with Home Office Leadership and referral support to ensure that underwriting practices and guidelines are understood and adhered to, specifically focusing upon pricing, risk selection, mix of business, flow management and quality analysis.
  • Utilizes quality management and referral programs to identify opportunities to develop talent to ensure functional and regulatory integrity of the book of business and overall compliance with underwriting guidelines.

Underwriting Supervisor - CL

EMC Insurance Companies
07.2016 - 11.2021
  • Consulted with and advised underwriters on larger complexed commercial lines accounts
  • Selects, services and maintains a profitable and growing book of commercial lines business for assigned territory, or assigned group of agents
  • Monitored business decisions to assure that underwriters operated within set guidelines, authority limits, premium modification limits and branch service directives
  • Managed a team of commercial underwriters with varying experience levels
  • Received, interpreted and disseminated experience reports, manuals and underwriting procedures
  • Performed mini audits on new business and renewals for compliance with Sarbanes Oxley and general quality control
  • Coordinated and participated in underwriting training programs
  • Actively continued to improve personal knowledge and practices of the insurance industry through work experience, in-house instruction, insurance specific designations, industry courses and attending home office conferences
  • Attend Agency review meetings and work with Marketing in pursuing new accounts
  • Traveled to agencies within the territory to develop and maintain effective business relationships

Senior Account Executive

Travelers Insurance
07.2007 - 06.2016
  • Ensured underwriting quality and profitability through application of the appropriate level of underwriting analysis based on risk complexity to accept, decline, modify, rate and quote these accounts
  • Responsible for insuring compliance with underwriting strategies and regulatory requirements
  • Pre-qualified accounts to identify customer needs and take appropriate action
  • Proactively seeked to retain key renewals by working closely with agent and business center on retention strategies
  • Developed and maintained effective relationships with internal resources (e.g Risk Control, Claims, Operations, etc.) to ensure delivery of all related service to clients
  • Visited producers and principals in order to retain existing accounts, build and maintain business relationships and develop new opportunities in support of divisional objectives
  • Documented files in a way that reflected a solid thought process and decision making through comprehensive account reviews, sign-offs and referrals
  • Formally and informally guided, mentored, and coached less experienced Account Executives and provided mentoring to Trainees and Account Managers as needed

Education

Masters Of Business Administration - Business Administration

Baker University
2007

Bachelor of Science - Public Administration

University Of Central Florida
2002

Skills

  • Knowledge of day-to-day workings of retail P&C agencies
  • Knowledge of commercial P&C market coverage's, insurance contract, pricing and rating
  • Pipeline management
  • Employee training
  • Team leadership
  • Relationship building
  • Underwriting knowledge and acumen
  • Proven problem solving and decision making skills
  • Time Management Skills
  • Presentation Skills
  • Negotiation skills

Timeline

CL - Underwriting Manager

Union Standard Insurance Company
12.2021 - Current

Underwriting Supervisor - CL

EMC Insurance Companies
07.2016 - 11.2021

Senior Account Executive

Travelers Insurance
07.2007 - 06.2016

Masters Of Business Administration - Business Administration

Baker University

Bachelor of Science - Public Administration

University Of Central Florida
Rodney Lattimore