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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx


~  Dedicated Insurance Professional with several industry designations eager to contribute

underwriting talents, sales and marketing abilities, and client service proficiency toward supporting a dynamic company in optimizing bottom-line performance. ~




Solid expertise in marketing, servicing, and underwriting large lines of Property & Casualty business for clientele ranging from individuals to Fortune 500 companies. Adept at identifying programs for commercial clients by leveraging substantial underwriting experience. Excel in designing and managing insurance/loss control programs for large commercial businesses to bolster departmental productivity and improve fiscal performance. Exemplary leadership attributes as evidenced by mentoring new brokers/producers. Advanced knowledge of lending rules, regulations, and products.  Strong documentation, prioritization, planning, and interpersonal skills. Ability to establish cohesive working relationships with all levels of an organization.


Selected Achievements:


  • Teamed with brokers to explore available/potential markets, regulation, and coverage on larger sized accounts to build book of business for Orgill Singer.

         Slashed late filings by 100% for Orgill Singer by developing and introducing innovative Nevada Surplus Lines filing and tracking system.

         Championed Corieri & Associates terrorism notification project successfully within stringent two-week deadline.

         Assembled and supervised Surplus Lines filing department for American Securities Underwriter that expedited surplus regulatory filings, enabled agency to retain NYS surplus licensing status, and reduce man hours required for filing activities.

         Markedly elevated staff productivity at Amerisure Mutual Insurance by devising and administering Assistant Underwriter Training Program.


Professional Experience


Orgill-Singer & Associates, Las Vegas, Nevada, 2004 to Present

Commercial Lines Account Executive

         Proactively support brokers in assessing risk management and insurance programs.

         Leverage considerable analytical abilities to evaluate and determine potential client exposures, and  recommend, explain and sell appropriate coverage solutions.

         Employ solid marketing abilities to effectively retain, service, and renew book of commercial business.

         Foster, nurture and maintain outstanding relationships with clients and wholesalers through attentive, professional and courteous service and attention.

         Research and uncover available insurance products, markets and policies for large hard-to-place accounts.


Corieri & Associates, Mineola, New York, 2001 to 2003

Commercial Lines Underwriter C  Water District, Public Entities, Fire Department Program

         Proficiently analyzed broker submissions and underwrote Water District / Public Entities insurance programs based on company guidelines, contractual coverage specifications, and regulatory, market, financial, and competitive trends for geographical areas.





Yyyyyy x. yyyyyy ~ Page 2 of 2

Professional Experience continued


         Decisively selected and recommended coverage plans and rating options for acceptable risks based on individual client needs.

         Demonstrated excellent critical thinking skills in preparing and issuing manuscript endorsement applicable to individual customer requirements.  

         Contributed to continuous improvement by scrutinizing and recommending changes on ratings and product offerings.


American Marketing Center / American Securities Underwriter, Jericho, New York, 2000 to 2001

Commercial Underwriter C Managed Surplus Lines Filing Department   

         Strategically monitored industry trend, activity and legislative changes to successfully market and implement excess and surplus lines commercial insurance programs.

         Directed, mentored, motivated and managed Excess and Surplus Lines Filing Department personnel.

         Exercised strong communication skills to explain underwriting policy and decisions to brokers and insured.

         Closely partnered with State Regulators and Surplus Lines Producers to ensure consistent regulatory compliance.  

         Resourcefully created Excel spreadsheet to organize surplus lines and trained peers in proper use.

         Fortified agency partnership on East Coast to assist members in filing Surplus Lines in other states.


USAA Casualty/United Services Automobile, Tampa, Florida/Colorado Springs, Colorado, 1996 to 2000

Specialty Lines Underwriter  

         Delivered superior client service while ensuring adherence to underwriting standards, regulation requirements, and rate integrity criteria for reciprocal insurance company.

         Efficiently supported and communicated placement of insureds into nonstandard tier of USAA rating program.

         Steered collaborative efforts between Underwriting Department and Insured to facilitate exceptions to tier-rating plan.

         As Frontline Underwriter, served Insured s personal lines need based on limits of authority.


Prior Background:


Foreign Commercial Lines Underwriter, American International Group , New York, New York

Commercial Lines Underwriting Assistant, Amerisure Mutual Insurance, Jericho, New York


Education & Credentials


IIA (Insurance Institute of America):

         Certificate in General Insurance

         Associate in Insurance Services

         Associate in Risk Management

         Associate in Underwriting (in progress)


AIS       (Associate in Insurance Services)

ARM     (Associate in Risk Management)


Nevada State Resident Producer

Nevada Surplus Lines Broker

Public Notary 

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