William Laidlaw
Columbus,OH
Overview
5
5
years of professional experience
Work History
Production Underwriter
Great American Insurance Group
04.2022 - Current
- Offer a high level of customer service as well as Maintain and Grow effective Business relationships with business Partners
- Analyze and Determine Appropriate risk quality and compliance regarding Underwriting decisions
- Establish and maintain effective business processes with leadership to learn and adapt with current market conditions
Director of client Relations and Accounting Coordinator
Northwestern Mutual
05.2020 - 04.2022
- Lead a team of financial advisors to reconnect and build relationships with prospective clients
- Acted as client advocate and liaison between multiple departments to enhance client experience
- Directly assisted CFO in accounting activities and helped personally diversify me through cross-training tactics
Client relations Coordinator
Northwestern Mutual
10.2019 - 05.2020
- Assisted and work in coordination with the Director on team development and client building
Education
Bachelor of Science - Business Administration and Management, Finance
Otterbein University
Westerville, OH05.2020
Skills
- Underwriting guidelines
- Analyzing data
- Documentation review
- Risk assessment
- Relationship building
Timeline
Production Underwriter
Great American Insurance Group
04.2022 - Current
Director of client Relations and Accounting Coordinator
Northwestern Mutual
05.2020 - 04.2022
Client relations Coordinator
Northwestern Mutual
10.2019 - 05.2020
Bachelor of Science - Business Administration and Management, Finance
Otterbein University