Steven Puckett
Colorado Springs,CO
Summary
Analyst with six years of experience working in the insurance industry. Recognized for a strong work ethic, with exceptional interpersonal, organizational, and follow-through skills. Views challenges as opportunities for professional and personal growth. Adept at working effectively, unsupervised, and quickly mastering new skills. An organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking analyst roles in and outside of the insurance industry.
Overview
11
11
years of professional experience
Work History
Senior Specialty Filing Analyst
Prudential Insurance Company of America
Colorado Springs, CO
09.2023 - Current
- Analyze Non-Standard Requests sent from various internal departments to determine filing requirements based on current contract/certificate variability, and determine the strategy to move forward.
- Create, submit, and monitor state filings for non-standard requests, forms, certificates, contracts, and endorsements for Life & Health Insurance products.
- Developed positive and professional relationships with regulators across various states while responding to objections sent from their Division of Insurance.
- Monitored company compliance within all 50 states.
- Collaborated with cross-functional teams to streamline requests, often under harsh deadlines.
- Analyzed state citations and regulations to determine strategies to deliver acceptable insurance contract language.
Regulatory Analyst
California Casualty Insurance Company
Colorado Springs, CO
04.2022 - 06.2023
- State Filings via SERFF for P&C products.
- Conduct market research to help shape company strategies for product and regulatory compliance.
- Led projects that created quarterly filing plans.
- Used various tools such as NILS, state circulars, competitor filings, and SERFF/SERFF Filing Access to better position the company in our filing requests.
- Consistently research market trends and state-specific statutes to verify compliance and areas of improvement.
- Develop relationships with state regulators to ensure solid communication and favorable discourse.
Licensed Insurance Agent
Liberty Mutual Insurance
Colorado Springs, CO
07.2019 - 01.2022
- P&C and Life Insurance producer.
- Educated and counseled clients about insurance coverages, cross-selling & up-selling multiple lines of business.
- Top-Tier customer NPS scores.
- Fluent in the quoting and illustration programs of over 20 separate companies.
- Developed unique and creative reports to efficiently manage the pipeline and time management.
- Collaborated with the commercial new business department to qualify risks and adhere to company appetite.
- Offered policy guidance and management to promote asset protection through universal & whole life products.
- Prospected B2B and B2C for partnerships and sales opportunities respectively using SalesForce.
- Consistently met and maintained compliance standards.
- Lamplighter Award winner (exceeding life insurance sales targets).
- 6 time Pacesetter Award winner.
Bordner Home Improvement
Sales Consultant
Colorado Springs, CO
02.2018 - 07.2019
- Consultative in-home sales for home improvement projects.
- Negotiated with desk/field adjusters and claims representatives for home owners insurance using Xactimate software.
- Consistently exceed monthly sales quotas.
- Estimating job cost.
- Contract generation and negotiation.
- Territory sales.
- Prospecting new business via referrals and cold calls using Salesforce.
- Networking with other trade contractors to grow and attain new business.
- Individual sales numbers exceeded $1,000,000.
Wireless Vision, T-Mobile Retailer
Retail Store Manager
Colorado Springs, CO
05.2017 - 02.2018
- Efficiently communicate company key sales objectives to representatives and ensured proper execution.
- Lead district-wide recruiting and hiring processes.
- Manage inside and outside sales processes.
- Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.
- Secured sales by providing recommendations to promote brand effectiveness and product benefits.
- Prospecting for new business via company CRM systems.
Spring Mobile, AT&T Retailer
Store Manager
Colorado Springs, CO
04.2014 - 05.2017
- Consistently ranked in top ten percentile of companywide sales and operations reports.
- Recruited, interviewed and hired top talent at the district level.
- Trained new hires in successful sales techniques and premier customer service practices.
- Lead National Acquisition Team
- Conducted daily sales calls and weekly meetings at the district level.
- Proficiently targeted new business growth using Salesforce and AT&T Fleet Complete software.
- Developed call scripts to prospect for new business account opportunities.
Education
Bachelor of Science - Business Management
Western Governors University
Salt Lake City, UT09-2025
Associate of Personal Insurance (API) - Property & Casualty Insurance
The Institutes Risk And Knowledge Group
05.2023
Associate in Insurance (AINS) - Property & Casualty Insurance
The Institutes Risk And Knowledge Group
08.2022
Skills
- State Filings
- Business Analysis
- Regulatory Compliance
- SERFF/SERFF Filing Access
- Underwriting
- Risk Analysis
- Autonomous Time Management
- Contract analysis
- Cross-functional collaboration
- Compliance analysis
- Life & Health Insurance
- P&C Insurance
- Contract Drafting/Revising
- Market Intelligence
- Data Analysis
- Product Research & Development
Timeline
Senior Specialty Filing Analyst
Prudential Insurance Company of America
09.2023 - Current
Regulatory Analyst
California Casualty Insurance Company
04.2022 - 06.2023
Licensed Insurance Agent
Liberty Mutual Insurance
07.2019 - 01.2022
Bordner Home Improvement
Sales Consultant
02.2018 - 07.2019
Wireless Vision, T-Mobile Retailer
Retail Store Manager
05.2017 - 02.2018
Spring Mobile, AT&T Retailer
Store Manager
04.2014 - 05.2017
Bachelor of Science - Business Management
Western Governors University
Associate of Personal Insurance (API) - Property & Casualty Insurance
The Institutes Risk And Knowledge Group
Associate in Insurance (AINS) - Property & Casualty Insurance
The Institutes Risk And Knowledge Group
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