(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Career Focus
Strong Underwriting skills, Insurance Industry experience and knowledge of products and contracts. Extensive skills with agency management tools, needs, trends, goals and reporting results. Continued success and desire to prepare and provide education to others and to solve complex problems. Proven record for positive and proactive relationship building skills with great passion to interact with others. Highly effective under pressure, as a team member or independently, adapting to changes, multi-tasking, communication, and being innovative with high standards set for myself in Customer Service and Integrity. Very familiar with compliance of legal and regulatory requirements, and the adherence to company goals, business practices, guidelines and contribution to profitable growth with desire to gain knowledge.
Summary of Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Edmonds Community College , Expected in Associate of Arts : Business & Management, and Accounting - GPA : Business & Management, and Accounting WA. State Licensed Agent: Property and Casualty, Life, Health and Disability, Ethics AINS Certification in General Insurance Chartered Property Casualty Underwriter designation (CPCU) partially completed with desire to complete in field of new career position Proficiency with Microsoft products: Visio, Office - Word, PowerPoint, Excel, Outlook, Access Numerous conferences, seminars, workshops, including, but not all inclusive: Public speaking, Business Writing and public speaking, Time Management, Statistics, Claims based training, Auditing systems, Leadership, Marketing, Advertising, Train the Trainer, Market Management Information Network, OTJ networking and programming
Professional Experience
Ascension Health - SR. Personal Lines Underwriter
Oklahoma City, OK, 01/2010 - 01/2015
  • Responsible for agency relationships and support, growth of profitable business with a high production volume Underwriting new and renewal business, using sound judgement and ability to thoroughly research risks Provided higher level authority approvals, Commissioner responses, and complex Claim reformation reviews Coordinated and provides education for peers and agents on Underwriting, policies, contracts and systems Volunteer and leader for special projects such as desktop procedure preparation and knowledge transfer Analyzed and reported on profit and loss results, develops strategies and business plans for improvement Participated as home office auditor for the adherence to legal compliance requirements and company procedures.
Allstate Insurance Company/Allstate Financial Services - S/E Insurance Agency Owner and Agent
, , 01/2003 - 01/2010
  • Determined profitable business using my Risk Management, Underwriting and sound decision skills Responsible for the management and implementation of all Agency procedures, staff, marketing, and results Driven for results, I continually met goals while protecting client assets: property; casualty; commercial, life.
  • Interaction with clients for sales, reviews, claims processing, billing, problem solving and counseling Partnered with financial advisors while licensed as a securities representative.
Unigard Insurance Company - Workflow Systems Administrator
City, STATE, 01/2001 - 01/2003
  • Project Manager for start to finish planning and implementation of the company conversion to an automated workflow and document management system for the NW region onsite and remotely Designed and presented formal training for groups of all sizes both onsite, remotely and virtually Managed security authorizations, user access, upgrades of system versions, user requested upgrades Quality Analysis, testing and complex problem solving, partnering with programmers and analysts for fixes Liaison for users, programmers, company and vendor staff, while providing recommendations and feed back.
Allstate Insurance Company - Risk Management Specialist
City, STATE, 01/1986 - 01/2000
  • Field Product management Prepared and presented education for newly hired agents and staff for multiple states within the NW Region.
  • Data analysis to identify under-performing risk segments and formulated business plan to improve agency results Thorough interpretation and understanding of policy contracts, state laws & regulations for the NW region Provided written replies to the Department of Insurance Commissioners inquiries and client complaints Compliance liaison for home office while leader of projects such as a new letter creation/notifications system Lead a team to create on-line quoting programs using creativity and knowledge of customer needs.
Professional Affiliations
Additional Information
  • Recognized in 2008 as top agency in the NW region for Customer service and Loyalty *'Exceeds' rated Employee at most Recent Employer with numerous recognition awards from management
Advertising, Agency, Auditing, billing, business plan, business plans, Business Writing, conferences, contracts, conversion, counseling, creativity, client, clients, Data analysis, document management, financial, home office, Insurance, interpretation, Leadership, legal compliance, marketing, Market, Microsoft products, Access, Excel, Office, Outlook, PowerPoint, Word, Network, networking, policies, problem solving, Product management, profit and loss, programming, Public speaking, Quality, research, Risk Management, sales, securities, seminars, sound, Statistics, Time Management, Trainer, Underwriter, Underwriting, upgrades, Visio, workflow, workshops, written

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School Attended

  • Edmonds Community College

Job Titles Held:

  • SR. Personal Lines Underwriter
  • S/E Insurance Agency Owner and Agent
  • Workflow Systems Administrator
  • Risk Management Specialist


  • Associate of Arts

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