Joined the Board May 2020 for 3 year term on the Board. Provide leadership and counsel to the Executive Director and Principal of Trinity to sustain the mission of the school and ensure financial stability. I also provide financial support.
Soprano singer in The Hartford Chorale, a 150 voice symphonic chorus in Hartford, CT. Member of the Development Committee. We drive fund-raising initiatives including innovative solutions to raise money during the 2020 pandemic and for our upcoming 50th Anniversary year.
Experienced Chief Underwriter/business leader with passion for data and information analysis, critical thinking, risk evaluation and management, decision making and task execution. Progressive thinker who looks for ways to balance member sales growth with renewal persistency and profit. Forward thinking professional with decades of Association underwriting and product experience.
Handle large workload of 24 annual renewals and 9 PSF Accounting Exhibits for Participating clients.
Generate renewal formula and needed pricing and adhere to all pricing targets. Hold pricing roundtables and Actuarial consultations as required. Renewal pricing authority to $5,000,000 of formula premium and 15% off pricing targets.
Manage four large National Account clients and several military insurance programs with brokers. Generate off-cycle experience updates and semi-annual PPT decks including updated Participating Premium Stabilization Fund multi-year projections and plan information for board of director meetings.
Price plan re-writes and enhancements to bring forms into compliance or to improve marketing results and renewal persistency.
Well versed in interpreting monthly earnings statements, projecting premium trends, commission expenses and claim loss ratios. Responsible for explaining drivers of variances to Operational Plan to Management.
Enjoy working with cross-functional internal partners: Product, Actuarial, Finance, Marketing, Account and Relationship Management, and all external partners: brokers, associations and TPA's to develop insurance solutions which integrate the needs of all parties and end customer while maintaining focus on regulatory compliance.
Extensive product knowledge with expertise in contract language for association voluntary disability, Level and Annual Renewable term life, Critical Illness, AD&D and accident products, Short Term Recovery, Hospital Income, TRICARE and Retiree Health. Two year's experience with multi-life individual disability.
Go-to Subject Matter Expert for Association Affinity market in general with emphasis on form and rate filings, compliance issues, pricing tools, product development and special initiatives, providing strategic feedback and history to all internal business partners.
Skilled in writing white papers, UW best practices, developing proposal templates, analyzing legal and financial arrangements such as PAR agreements and Reinsurance Treaties.
Big picture focus with ability to keep track and manage wide variety of tasks, presales, new case implementation, team projects and client requests.
Skilled presenter to all levels including executive and leadership presentations using PPT Decks and Excel graphs.
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