Wayne Wheatley
Noblesville,IN
Summary
Detail-oriented professional with a strong foundation in underwriting and risk assessment. Recognized for operational efficiency and providing exceptional agent support, fully committed to accurately matching price to risk.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Commercial Auto Underwriter
State Farm Mutual Automobile Insurance Company
Indianapolis, IN
12.2020 - Current
- Evaluate commercial auto insurance applications and renewals to accurately match price to risk.
- Analyze loss history and driving records to determine appropriate coverage levels.
- Collaborate with agents to clarify underwriting guidelines and address client inquiries.
- Conduct ongoing re-underwriting of existing policies for potential re-rating or cancellation based on loss experience and changes in risk profile.
Law Office Administrator
State Farm Mutual Automobile Insurance Company
Indianapolis, IN
03.2019 - 12.2020
- Assisted in trial preparation for State Farm Claims Litigation Counsel, compiling critical documents and evidence for successful insurance legal defense.
CCC Sales Representative
State Farm Mutual Automobile Insurance Company
Tempe, AZ
08.2014 - 03.2019
- Provided after hours support to State Farm agents by binding auto and fire insurance policies in a call-center environment
- Utilized CRM systems to track performance metrics and optimize sales strategies based on data insights.
- Exceeded monthly sales targets consistently by employing effective sales techniques and persuasive communication skills.
Independent Investment and Insurance Advisor
Self-employeed
Indianapolis, IN
06.2006 - 08.2014
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Developed tailored investment and insurance strategies for diverse client portfolios.
- Assisted clients in navigating complex financial situations by offering expert guidance on available investment strategies.
- Cross-sold insurance products to existing clients to reach sales targets.
Education
Bachelor of Science - Economics
Franklin College of Indiana
Franklin, INSkills
- Policy analysis
- Loss control
- Critical thinking
- Risk assessment
- Agent support
- Communication skills
Certification
FINRA Series 7, 24, 4, 53, & 63.
Indiana Life and Health
Indiana Property and Casualty
Timeline
Commercial Auto Underwriter
State Farm Mutual Automobile Insurance Company
12.2020 - Current
Law Office Administrator
State Farm Mutual Automobile Insurance Company
03.2019 - 12.2020
CCC Sales Representative
State Farm Mutual Automobile Insurance Company
08.2014 - 03.2019
Independent Investment and Insurance Advisor
Self-employeed
06.2006 - 08.2014
Bachelor of Science - Economics
Franklin College of Indiana