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Underwriter - Commercial Automobile/Trucking Fleets
Contact
Competencies
Demonstrated experience with Power Broker.
Demonstrated experience with EPIC.
Demonstrated experience with Compu-Quote.
Demonstrated experience with TAM.
Demonstrated experience with Policy works.
Education
Summary
Underwriter - Commercial Automobile/Trucking Fleets open to new opportunities
Experience
Commercial Account Sales Executive / Sr. Commercial Marketer
Responsible for Underwriting and Quoting Commercial Auto and Property quote requests whether remotely, on the road or in the office. In collaboration with Producers; coordinate, support plan, discuss arising issues and create comprehensive plans for existing clients. Relationship building with client and brokers. Assist in the development of new business and up-selling. Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements. Participate in training and mentoring of new employees from the Grad Program. Maintain positive working relationships with clients, staff, other departments. Ability to bring in my own book of business.
Insurance Broker – Commercial Lines – Transportation Fleet Risk Manager
Hybrid position where I produced new business and serviced my clients. Managed a fleet of over 200 trucks and vehicles, maintained up to date safety manuals, claims handling, risk management, training and all the insurance matters.
Account Manager – Trucking / Account Sales Executive / Risk Manager
Responsible for managing a ‘desk’ consisting of a transportation renewal book of business between $5 million in premium with account sizes ranging from $1,000 to over $1,000,000. In collaboration with Producers; coordinate, support plan, discuss arising issues and create comprehensive plans for existing clients. Responsible for the review and accuracy of policy documents prior to the delivery to the client. Responsible for the preparation of proposals/market for prospect and stewardship reviews for existing clients. Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.). Assist in the development of new business and up-selling. Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements. Maintains up-to-date TAM workflow documentation and ensures workflows are followed. Ensure accurate and timely servicing and billing of accounts. Participate in actively in cross-sell campaigns and other initiatives as required. Actively develop an increased knowledge of related insurance products and client needs. Participate in training and professional development courses to enhance skills and industry knowledge. Maintain positive working relationships with clients, staff, other FSB departments. Ability to bring in my own book of business.
Underwriter - Commercial Automobile/Trucking Fleets
Input/Underwrite submissions for new, renewal, endorsements and adjustments for the Automobile/Trucking lines of business – minimum premium of $25,000 to over $1,500,000, specializing in trucking and fleets – Canada and USA exposure. Provide daily underwriting to brokers. Comply with FSCO approved endorsements. Handle a set of brokers on a daily basis with their needs and assistance. Collect and evaluate information to determine eligibility for commercial trucking insurance. Issue Re-Insurance and Garage Policies and handle US Auto policies (multi-national). Explain legislation and ministry initiatives to brokers. Audit and ensure that policy files for new and renewal business are set up accordingly to each product line specifications and that all correspondences are properly documented.. Resolve conflicts in a timely and calm manner. Issue policy documents, Renewal Certificates, Policies and Endorsements.. Prepare loss history summaries. Scan, verify incoming emails, faxes and other documents received from brokers. Correspond with Brokers, reinsures and other departments.. Update new/renewal Automobile Monthly Activity report.. Assist or act as back up when necessary with reporting of liability statistics to IBC/MVRS and abeyances.. Handle individual risk inquiries from brokers and make appropriate decisions.. Service the largest and most important customers in dealing with senior staff.. Analyze account information and make underwriting decisions with Senior Underwriters.. Assist the accounting department with financial issues.. Analyze and work on incoming claims and set up files and comply with policy and process requirements.. Prepare binding quotes for my team of brokers. Issue U.S. filings on an urgent basis for our Trucking clients through Marsh, JLT, AON and BFL