Professional Liability Wholesale Brokerage Resume Richardson, TX - Hire IT People

SUMMARY:

Licensed Texas Property & Casualty Agent with expertise in Non - standard Personal Auto, Professional Liability, and more
Experience in Company and Agency settings, including utilizing SharePoint, AS-400, Image Right, AFW, Microsoft Office, writing business requirements, competitor analysis, product management, results-oriented sales, and agency management software
Eager to utilize a competitive approach to win business and skilled at managing multiple projects in a changing environment

PROFESSIONAL EXPERIENCE:

Confidential, Richardson, TX

Professional Liability Wholesale Brokerage

Solicit and submit new and renewal accounts to a variety of professional liability, D&O, EPLI and other specialized markets
Analyze and present formal quotes and indications to customers, utilizing a variety of marketing materials and techniques
Guide Agents/Customers through the underwriting process by aiding in subjectivity collection and providing friendly expertise
Provide exceptional service to accounts mid-term, including policy changes, billing issues, loss runs, cancellations/reinstatements, and claims reporting

Confidential

Product Analyst and acting Product Manager

Successfully managed Confidential Roadside Assistance Team
Coordinated highly successful sales incentive which boosted roadside assistance policy count by 5% countrywide
Utilized targeted marketing materials and training sessions to increase effectiveness of on-sight sales techniques
Led and documented Team Decision Analysis, Problem Analysis, and Situation Analysis sessions to uncover all possible scenarios, risks, costs, and benefits prior to implementation
Coordinated weekly team meetings to discuss goals, functionality improvement opportunities, and staff effectiveness
Implemented new factors, discounts/surcharges, algorithms, fees, and down pay options into production for rate revisions
Provided support and recommendations for vendors, local sales teams, senior staff, and customers
Completed “Excel 2007 for Beginners” and “Accountability” classwork

Confidential

Business Analyst

Led Training Sessions for 1,000+ Agents and Territory Sales Managers on new website features and sales opportunities
Provided initial training to the department for new functions prior to implementation of rate revisions
Developed Cost Benefit Analysis for Additional Driver Discovery, Midwest Technical Inspections, and Millennium, resulting in the savings of thousands of dollars monthly
Wrote business requirements and/or served as BA for several projects, including NSD (roadside assistance), Reinstatement Enhancements, the implementation of electronic FR filings, Compromised Vehicle Project, Vehicle Attribute Rating, Driver History Predictor, Print Suppression, and more.
Responded to State Board (DOI) Complaints as well as Internal Market Conduct Exams
Kept Management informed about automation issues that were either high priority development projects or production problems that adversely affected processing
Successfully completed the following courses: “B2T” (Essential Skills for Business Analysis), “KT” (Problem Solving and Decision Making), and “Essential SharePoint”

Confidential, Dallas, TX

Personal Lines Underwriter

Responsibilities:

Ranked 1st in Underwriting for customer service and accuracy in processing New Business, Renewals, Cancellations, and Endorsements
Excellent communication skills; recorded conversations with agents and insureds used for training purposes
Analyzed CRM software; developed and presented a simple step-by-step workflow for users
Achieved an excellent knowledge of underwriting guidelines, procedural, and billing systems