Valerie McDaniels
Houston,TX
Summary
Results-driven Insurance Executive with 30 years of experience in commercial property and casualty insurance, demonstrating a comprehensive understanding of insurance policies, laws, and regulations. Expertise in claims processing, account oversight, and fostering strong client relationships ensures efficient service delivery. Proven track record in conflict resolution, supervising account activities, and providing tailored policy guidance to meet client needs. Equipped with strong analytical and problem-solving abilities, attention to detail, and exceptional communication skills, complemented by a highly motivated and adaptable approach to challenges.
Overview
13
13
years of professional experience
Work History
Customer Success Advisor
Aon Risk Insurance Services
10.2024 - Current
- Responsibilities include Underwriting and Analyzing information from renewal Census, managing a book of business, handling various tasks to meet customer needs and driving account expansion.
- Maintaining strong communication, customer service and organizational skills.
- Renewing existing customers within the CoverWallet Healthcare program.
- Identifying opportunities to expand accounts by adding additional policies or services.
- Address customers inquiries and issues to ensure client satisfaction.
Account Manager Lead
Alliant Insurance Services, Inc.
11.2023 - 2024
- Proactively meet with clients as needed or directed by Producer.
- Analyzes and compares client exposure and develops renewal/new business specifications for marketing.
- Conducts marketing, review quotes and coverages for competitiveness and accuracy.
- Provides technical guidance to staff assisting with client needs or procedure issues.
- Reviews client accounting history responds to accounting inquiries, correct discrepancies and contact clients on receivable collections.
- Finalizing proposals and presentations in coordination with Producer.
- Notifies Broker of pertinent information related to client retention.
Sr. Underwriting Analyst- Texas Habitational
AmRisc Insurance Company
11.2021 - 11.2023
- Analyzing new and renewal business applications to determine risk factors.
- Maintains various models to project business results.
- Maintaining current knowledge of industry regulations and standards.
- Reviewing applications for coverage and working with Agents/Brokers to gather additional information.
- Researching claims history and inspection reports to determine whether any indications of fraudulent activity.
- Participating in Underwriting Meetings to discuss coverage options with other team members.
- Routinely issue policies and endorsements within 30 days of binding and any requests.
- Booking all premiums accurately in a timely manner.
Underwriter Assistant- Commercial Inland Marine & Construction
Starr Insurance Company
03.2018 - 11.2021
- Supports a team of Underwriters in servicing new and renewal insurance policies.
- Handles underwriting submission analysis for new and renewal business applications.
- Accurately issue all binders, book all premiums and reinsurance transactions in a timely manner.
- Routinely issue policies and endorsements within 30 days of binding and any requests.
- Assists Underwriters in obtaining D&B reports, RMS and loss history.
- Reviews Reinsurance Certificates utilizing issuance programs.
- Responds promptly to all internal and external customer requests with accurate and detailed information.
- Continuously develop and maintain constructive and cooperative relationships with brokers and agents.
Account Executive – Property & Casualty
CRC Insurance
01.2013 - 03.2018
- Supported brokers in preparing new and renewal submissions for markets.
- Maintained professional relationships with clients, producers and underwriters through extensive daily contact and communication.
- Ensured fulfillment of policy requirements, including all examinations and the completion of required forms.
- Resolved existing customer issues within timely fashion to retain client renewals.
- Reviewed policy applications for error and omissions then work with insurance underwriters to facilitate completion of process.
- Issued quotes and binders for all accounts.
- Managed all premium billings, surplus line, tax filings and other accounting items until completion.
Education
Property and Casualty License -
Kaplan University
Houston, TX01.2013
High School Diploma - undefined
Scarborough High School
Houston, TX01.1991
Skills
- Legal Document Preparation
- Underwriting
- Insurance Terminology
- Client Relations
- Filing & Records Management
- Account Retention
- Analyze Data
- Policies/Endorsements
- Confidential Assurance
- Billing/Invoicing
- Insurance Product Knowledge
- Risk Management
- Microsoft Office Professional
- WinBroker
- Adobe software
- Salesforce
- ImageRight
- AS400
- RiscTrack
- Excel
- AIM
- Applied Epic
Timeline
Customer Success Advisor
Aon Risk Insurance Services
10.2024 - Current
Account Manager Lead
Alliant Insurance Services, Inc.
11.2023 - 2024
Sr. Underwriting Analyst- Texas Habitational
AmRisc Insurance Company
11.2021 - 11.2023
Underwriter Assistant- Commercial Inland Marine & Construction
Starr Insurance Company
03.2018 - 11.2021
Account Executive – Property & Casualty
CRC Insurance
01.2013 - 03.2018
High School Diploma - undefined
Scarborough High School
Property and Casualty License -
Kaplan University
ADDITIONAL RELATIVE EXPERIENCE
- Southwest Risk Insurance – Houston, TX
Account Manager – Property & Casualty- 2011-2013
- AmWINS Brokerage of Texas – Houston, TX
Associate Broker – Property & Casualty – 2005-2011
- US Risk Brokers, Inc. – Houston, TX
Associate Broker – Property & Casualty – 2002-2005
- Liberty Mutual Insurance Company- Houston, TX
Claims Assistant – 1992-2002