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Click here or scroll down to respond to this candidate Candidate's Name III
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WORK EXPERIENCE
Guy Carpenter Morristown, NJ
Assistant Vice President Surety Brokerage July 2023 May 2024
Managed various client renewals that range from $20M to $500M in SEP on an annual basis.
Applied comprehensive knowledge of surety principles and practices to perform expert work within broadly defined
limits and authority levels.
Collaborated with internal pricing/reserving actuaries to assess portfolio risk, optimize reinsurance structure(s) and
economics, and monitor performance.
Marketed customer business, typically of higher complexity, to a variety of reinsurance carriers.
Negotiated with markets throughout the placement process to maintain individual 100.00% placement rate (as defined
as matching client orders).
Zurich Insurance Company New York, NY
Market Facing Underwriter Surety October 2020-June 2023
Grew my customer base to 107 customers via networking, cross-sell opportunities, and effective underwriting.
Utilized credit modeling and portfolio management tools to yield a 0.00% loss ratio while servicing an individual
$1.9 Billion book of business.
Operated with broad underwriting authority to organically grow my individual portfolio from $3M to $16M in
premium over the duration of my time in this position.
Assisted with managing a team of five (three underwriters, two underwriting associates) that covered a 12-state
region across the Northeast United States.
Created four white papers for Zurich s portfolio management team to assist with internal modeling and guidelines.
Presented on various topics during the annual Zurich Underwriting Training Program (UTP).
Market Facing Underwriting Trainee Surety June 2019 October 2020
Examined, identified, and evaluated new business requests by analyzing documentation from various sources, such
as the application, financial statements, internal searches, and credit reports.
Organically grew my portfolio to ~$3M (of annual premium) within my first 16-months of employment via cold
calls, individual agent meetings, and cross-selling with Zurich s Construction Department.
Handled approximately 20 agencies assigned to me throughout the duration of this position.
Continuously supplied the appropriate product(s)/services to moderate assistance.
Collaborated with team members to manage work inventories, promote creative solutions, and provide an
accurate/timely service to both internal and external parties.
EDUCATION
Saint Joseph s University Philadelphia, PA
Bachelor of Science in Risk Management Graduated May 2019
Dean s List: All Semesters Major GPA: 3.97; Cumulative GPA: 3.71
Received prestigious RMI Department Award
CREDENTIALS
Zurich Customer Mastery Program CPCU 500: Becoming a leader in Risk Management
Credit Specialties: Surety CPCU 530: Applying Legal Concepts to Insurance
International Processing Services (IPS) - Surety CPCU 540: Contributing to Insurer Financial Performance
Fundamentals of Project Management and CPCU Ethics: Ethical decision Making in Risk and Insurance
Planning
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