Team and Goal oriented commercial sales and underwriting professional with over 30 years insurance carrier
experience. Property and Casualty experience in all lines of commercial insurance. Skills include product knowledge,
agency relations, commercial insurance sales, mentoring and acting as trusted adviser.
Commercial lines underwriting
Surplus Lines experience
agency relationship building
Property and Casualty broker
mentoring/training of new candidates
customer service trainer
Agency interface training of agents
team relationship buiding
Within my 30 years Hartford experience, I have always taken pride in the each of the positions I have held and excelled in
each of my positions.
Achievements include the following
Top performer in total premium and policy count in 8 of 13 years as Specialized Sales Underwriter with Hartford Insurange
Top 3 performer in the other years of above position
Have exceeded 100% of goal in 12 of the last 13 years as Specialized Sales Underwriter
Underwriting Supervisor - 2 years in which we achieved highest percentage increase of total volume
Underwriting trainer in which candidates trained have achieved top performer in their respective teams
part of team that was awarded annual National Chairmans Award for outstanding excellence in underwriting and
Selected to conduct the corporate customer service training to all new employees for Western Division
Received numerous letters and emails of excellent service from insureds and agents
Commercial Insurance Producer March 2014 to March 2016Insureon Agency - Chicago, ILLicensed Insurance Producer. Quoted and sold Commercial Insurance products representing over 200 insurance carriers. Specialized in small commercial products including Property/Casualty, Bonds, Inland Marine, Special Events, and Surplus Lines insurance coverages.
Various September 1981 to December 2013Hartford Insurance Group - San Antonio, TX
Started Hartford in September of 1983 in the office mailroom.
1985 - Promoted to Commercial Lines Service Representative in rating and preparing commercial lines insurance
1988 - Promoted to Commercial Lines Underwriting training program. (first non-college graduate to be accepted to
1989 - graduated to Middle Market underwriting Position
1991 - promoted to Select Customer Small Commercial Underwriting position.
1993 - Promoted to San Antonio Select Customer Service Center Underwriter. Position was 1 of 3 positions created to
launch new division of Hartford for Commercial Lines. Department was started with 7 total employees in 1983. When I
retired in December of 2013, center had grown to over 600 employees.
1996 - Promoted to Trainer of Underwriting core program. Position was to develop and execute a 16 week training
program for new underwriting employees/candidates.
Position include screening of new applicants, interviewing applicants
creating a 16 week underwriting training program
Class involved the teaching of commercial property and casualty products and corresponding underwriting
assisting in placing the underwriting trainees in positions within the company.
1998 - Promoted to Underwriting Supervisor of Pacific Northwest territory. Position involved managing a team of new and renewal insurance underwriters
Territorial responsibilities including agency appointments, closures, agency relationship building
Mentoring of Field Sales/Marketing Representatives including joint travel with field representatives and field
Educating staff and agency of new underwriting guidelines and products
performing joint agency forecasting with field and office underwriting staff
2000 to retirement - Moved to newly created Specialized Sales Underwriting Team - team developed to identify and
create new sales opportunities for directly quoting and selling Hartford Small Commercial Lines.
Position required training staff on insurance coverages and forms
Position required becoming licensed in all states except Hawaii and Alaska
Position required team building and telephony skills training
Involvement of soliciting existing agents/brokers to utilize our new created product/service
Part of online pilot program before launching to agency base
Top performer in 8 of 13 years in position
mentor to new employees
High School Diploma : High School, 1981South San High School - San Antonio, TX, United States
general studies, 1983San Antonio College - San Antonio, TX, United Statescompleted 1 year of basic college courses