Account Servicing
Endorsements, certificates of insurance, and mid-term changes processed cleanly the first time. Documented, carrier-aligned, never missed.
Account management and underwriting support for U.S. agencies, brokerages, and MGAs — three years deep in mid-to-large commercial accounts spanning construction, hospitality, real estate, manufacturing, retail, professional services, and transportation. New business through renewal, every detail accounted for.
I came into insurance from the operational side and stayed because the work rewards careful thinking. As an account manager and underwriting support specialist, I handle the parts of a policy that decide whether it actually serves the insured: new business quoting, endorsements, certificates, renewals, audits, and the quiet thousand-step process that turns a submission into a bound policy.
Today I service mid-to-large commercial accounts across construction, restaurant & hospitality, real estate, manufacturing, retail, professional services, and transportation — quoting new business, preparing renewals, processing endorsements, coordinating with sales executives, and standing up SOPs for new hires. Earlier in my career I sat on the other side of the table as a Commercial Lines Underwriter, evaluating risks, reading loss runs, and pricing policies against carrier appetite. That dual view is the thing I bring to every desk I work on.
I've worked both the brokerage and MGA sides of the business — that gives me a well-rounded perspective on how coverage gets placed, priced, and serviced. — Positioning Statement
Tooling-wise, I work fluently across agency management systems, CRMs, COI portals, carrier portals, payment platforms, and e-signature tools. Whatever stack your agency runs, I plug in fast. I'm a CII member through the Society of Underwriting Professionals and actively working toward formal designations.
If you run a U.S. agency, brokerage, or MGA and want a steady, underwriting-literate operator on your accounts — or you're an industry professional who simply wants to compare notes — I'd be glad to talk.
Endorsements, certificates of insurance, and mid-term changes processed cleanly the first time. Documented, carrier-aligned, never missed.
New business quoting and submission prep alongside the full renewal lifecycle. Producers stay focused on selling — policies bind on time.
Submission prep, financial review, and loss run analysis. Built on real underwriting experience across admitted and excess & surplus markets.
Multi-carrier quote prep, binder issuance, and policy typing. GL, property, auto, workers' comp — every line handled with the documentation right.
Clean liaison work across commercial carriers and MGAs. Submissions, declinations, renewals — communicated like the relationship matters.
SOPs that hold up under volume. New-hire mentoring that sticks. The quiet infrastructure behind a steady book.
Primary service contact for a portfolio of mid-to-large B2B commercial accounts spanning construction, hospitality, real estate, manufacturing, retail, and professional services. I quote new business, process endorsements and account modifications, run the renewal and retention lifecycle alongside sales executives, and onboard new clients with documented service protocols.
On the operations side, I train and mentor new hires on workflows, systems, and client communication, and write the SOPs that keep account servicing scalable as the book grows.
Assessed commercial business risks, set coverage and pricing across a diverse account portfolio, and analyzed financial statements and loss histories to quantify exposure. Worked directly with agents and brokers to structure tailored coverage and facilitate timely policy issuance.
Led a team of data processing specialists, oversaw customer service and account management functions, and served as the primary escalation point for complex client issues. Generated performance reports on data accuracy, customer service metrics, and processing efficiency for senior leadership.
Performed back-office underwriting and policy operations for a U.S. brokerage and MGA, handling both admitted and E&S lines across commercial and personal lines. Quoting, binding, endorsement processing, and policy typing across GL, property, auto, and workers' comp — with data managed inside ALIS, Applied Epic, and Excel.
Tell me about your book. Mid-to-large commercial? E&S? Construction-heavy or hospitality-heavy? Whether you're an agency, a brokerage, an MGA, or a recruiter who thinks I might be a fit — I read every message and reply within one business day.