Actively participates in continuous improvement by fully engaging in meetings, generating suggestions, following appropriate procedures and continuous process improvement work principles, participating in problem solving activities, and utilizing continuous improvement tools to support the work of the team.
December 21, 2019
Assists Director of Underwriting on overseeing workloads and managing turnaround times within the department.
January 20, 2020
Prepare commercial title binders, policies and any related endorsements and correspondence.
January 21, 2020
Communicates with agents on underwriting issues including, but not limited to, decisions on cancellations, declinations, exposure concerns, and survey results.
February 14, 2020
Develops on-going relationships with agents, monitor profitability and quality of submissions along with the marketing team to keep agent up-to-date with underwriting and/or product changes, efficiently and profitably.
February 24, 2020
Demonstrate success in the marketing and sales of intangibles, negotiating, building strong relationships with customers, and providing exceptional customer service.
March 02, 2020
Provide positive and ongoing communication with field personnel, assisting with product and coverage information, risk placement, risk mitigation, profitability, and loss ratio analysis.
March 08, 2020
Understand underwriting policies, guidelines, practices and procedures, and has the ability to influence and champion changes to improve processes while maintaining mortality expectations.
March 19, 2020
Participate in business development/referral programs which contribute to the overall profitability of the company.
April 10, 2020
Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions as directed by your Team Leader.
April 12, 2020