Sandy Steinmetz

Continued with everything encompassed under AEO position and added coaching of UPDP and EIU candidates.

• Continued to drive profitability and growth of book with specific concentration on Transportation specialty including participation in monthly Transportation team calls, attendance at transportation specialty events (CTA, etc.) and dissemination of Transportation information and knowledge to Field and BC team. Drove joint marketing and account rounding activities with other BUs including distribution team projects. Carrier Software review and implementation team member. Salesforce power user group. Cargo Pak forms revision group member. Information sharing externally through social media and marketing and internally through individual mentoring, and being general underwriting, compliance and marketing knowledge resource.

• Drive profitability and growth of book through risk selection, collaboration, and relationship management. Consultative selling/trusted advisor approach with consistent application of underwriting and compliance standards, implementation of long and short-term individual agency management strategies, fine art and transportation specialties, field underwriting audits, internal training, coaching, and guidance.

• Drive profitability and growth of book through risk selection, collaboration, and relationship management. Cross selling internally, marketing to and working with Boiler reinsurance treaty partners, growing territory, providing educational presentations. Field underwriting audit participation, internal mentoring of others in underwriting, standards, and software/application usage.

• Coordinated with AEs, internal customers and agents to facilitate team goals. Handled file maintenance, new and renewal package setup and risk control coordination. Addressed policy and endorsement issuance, QC, accounting/billing issues, and service delivery to maintain and enhance client satisfaction. Participated in development and testing of new applications (Gen-A-Rate) and boiler rating tool. Attended regional underwriting audits. Mentoring and coaching of new staff.