Position Desired:

Underwriting, CL Account Manager, Field Representative

Location Desired:

Triangle

Qualifications:

COMMERCIAL UNDERWRITER

 

Results-oriented professional with over 20 years experience as multi-line underwriter managing agency assignments. Proven track record in meeting goals of profitable premium growth and retention.  Superior communication skills promote strong customer relationships by conveying confidence in knowledge of product and pricing, as well as challenges from the marketplace.  Driven work ethic facilitates the ability to manage work assignments while providing excellent customer service and developing strong agency relationships.  Key Competencies include:

•        18 Years Commercial Lines Experience.

•        3 Years Personal/Farm Experience.

•        Experience within Independent Agency system and with a direct writer.

•        New Business and Renewal Proposal Development.

•        Sales and Negotiation Skills.

•        Coastal Underwriting experience including states of Florida, North Carolina, and South Carolina

•        Electronic Workflow Management.

•        Training/Teaching Experience.

•        Committed to Continuing Education.

 

 

PROFESSIONAL EXPERIENCE

 

OHIO CASUALTY GROUP     1998 – 2008

Commercial Underwriter, Raleigh, NC   2004 – 2008

•        Florida Agency Assignment with concentration in construction industry.

•        Managed 9M volume territory averaging in excess of 2.3M new business written premium, 80% renewal retention and loss ratio of less than 45%.

•        Completed annual reviews of coastal properties.

•        Visited agencies to enhance business relationships and provided communication/training on products, services, automation and underwriting standards.

•        Worked in tandem with Marketing Representative to facilitate efforts to establish goals and action plans to enhance agency performance.

•        Instructor for OCG products and automation for Commercial Underwriting staff.

Commercial Underwriter, Raleigh, NC   1999 – 2003

•        Maryland and Virginia Agency Assignment with business across specialized products including automobile service, contracting/artisan, restaurants, as well as generalist products.

•        Served on Workflow and Process Improvement Committee developing improved procedural efficiencies which were incorporated into a database to be accessed by all employees.  Project received Corporate President’s Award in 2000, recognized for its innovation in promoting process improvements, Ease of Doing Business and customer quality and service.

•        Mentored transitioning employees (Great American Insurance acquired) regarding OCG products, underwriting standards and automation, including electronic workflow.

Commercial Underwriter, Greensboro, NC       1998 – 1999

•        North Carolina and South Carolina Agency Assignment.

ANGELA LEE, CPCU PAGE TWO

 

 

PRIOR EXPERIENCE

 

NORTH CAROLINA FARM BUREAU MUTUAL INSURANCE, Raleigh, NC          1986 – 1998

Approved by North Carolina Department of Insurance as a Company Instructor for new agents’ training.

Commercial Underwriter   1990 – 1998

Personal Underwriter        1989 – 1990

Farm Underwriter   1986 – 1988

 

•        Worked various agency assignments for commercial lines typically geographically organized to facilitate greater knowledge of the market and to better service the area.

•        Improved loss results and profitable growth by working with agency assignment including personal, farm and commercial lines for economically depressed/poor performing counties.

•        Served as account underwriter including commercial and personal lines to review individual accounts to maintain favorable results and profitable growth.

•        Enhanced business relationships and provided communication/training on products, services and underwriting standards by visiting agencies.

•        Served as instructor for new agents’ training.  Taught garage liability and/or general liability product, coverages and rating.  Classes filed/approved for continuing education.

 

EDUCATION

 

BA, Wake Forest University, Winston-Salem, NC, 1986

 

Chartered Property Casualty Underwriter, 1995

 

 

PROFESSIONAL ACTIVITIES

 

CPCU Society, Eastern North Carolina Chapter, Raleigh, NC, 1995 – Present

•        Chapter Board of Directors, 2001 – 2003

•        Chapter President, 2000 – 2001

•        Chapter Vice President, 1999 – 2000

•        Approved Insurance Institute of America Program Instructor, 1995 – 1997

 

United Way, Ohio Casualty Group Branch Campaign Representative, 2004 – 2006

 

 

TRAINING

 

Strengthening Team and Agency Relationships, 2002

 

Dynamics of Company/Agency Relationships, 2007

 

 

Contact Name:

Angela Lee

Address:

 

4344 Pine Springs Court

Raleigh, NC 27613

Phone:    

 

919-789-9866

Fax:

 

Email:     

 

Lee.angela64@yahoo.com

Job Number:  

 

1708

Date Posted:  

05/29/2008