Manage a $2.5 million premium book of business for the purpose of underwriting an insurance policy in the Financial Lines (Directors and Officers, Employment Practices, Fiduciary) for private and non-profit business within authority in the West and Mountain territories
Research and analyze risks through evaluating financial statements (balance sheet, income statement, cash flows), calculating key performance ratios, identifying industry trends, and forecasting to accept or reject risks
Manage and develop relationships with brokers via travel and local marketing to ensure production levels meet and exceed quotas in targeted business
Managed a $1.5 million premium book of business providing day-to-day technical support to assigned groups and executives of Professional Risk prospects/customers
Respond to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables, maintaining and auditing files; and preparing analytics and proposals for meetings with customers and prospects.
Responsible for marketing to customers including advising and educating CFO's regarding renewals, risk management and recommending coverage/product solutions
Delivered client management support functions within Employee Benefits team including client communications, marketing, health benefit and rate analysis, proposal preparation, issue resolution, open enrollment coordination and compliance reporting.
Completed claims analysis and ad-hoc reporting for self-funded employer as well as impact analysis for Healthcare Reform.
Special projects including support of company marketing plan development and annual business planning.
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