Stephen Bortolussi
Goldsboro,NC
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Underwriter
Atlantic Casualty Insurance Company
05.2023 - Current
- Improved risk assessment accuracy by conducting thorough reviews of applications and insurance documents.
- Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
- Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwriting.
- Supported review and acceptance or denial of new or renewal business.
- Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
- Mentored junior underwriters, providing guidance on best practices and improving overall team performance.
- Achieved faster turnaround times in application processing by optimizing workflows within underwriting department.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Participated in industry conferences and events, staying current on emerging trends and expanding professional network connections.
- Made approval and denial recommendations by determining accurate risk levels.
Account Manager
Pleasure Island Insurance
02.2018 - 03.2023
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
- Managed homeowners and auto insurance accounts by reviewing and mitigating discrepancies and collaborating with account holders.
- Managed book of business worth $4M across 200 accounts.
- Capitalized on emerging trends in customer preferences and marketplaces.
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
Farm Insurance Underwriter
State Auto Insurance Company
02.2013 - 07.2017
- Supported review and acceptance or denial of new or renewal business.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
Education
Bachelor of Arts - Finance
California State University - Fullerton
Skills
- Critical Thinking
- Multitasking Abilities
- Problem-Solving
- Negotiating
- Relationship Building
Certification
- Licensed Insurance Agent - State of North Carolina Property and Casualty License, September, 2022
- Associates in Commercial Underwriting - 2015.
Timeline
Underwriter
Atlantic Casualty Insurance Company
05.2023 - Current
Account Manager
Pleasure Island Insurance
02.2018 - 03.2023
Farm Insurance Underwriter
State Auto Insurance Company
02.2013 - 07.2017
Bachelor of Arts - Finance
California State University - Fullerton
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