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- 20+ years experience in the life insurance industry with direct and reinsurance companies
- Training for underwriters, general agents and brokers on underwriting issues and EKG interpretation
- Daily support for underwriters
- Underwriting manual development to support business and mortality objectives
- Creative and cost effective use of lab testing to attain mortality objectives
- Assistance for chief underwriters who want to better manage mortality
- Mortality problem resolution
- Sales improvement through relationship building and seminars
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- Member of the president’s staff
- Supervised and trained 60+ underwriters in a production environment
- Trained and certified all underwriters on EKG interpretation
- Developed and maintained an underwriting manual for key impairments
- Worked with chief underwriter to design requirements in support of mortality objectives
- Designed a cost-effective state of the art lab-testing program to reduce early life claims
- Reduced early claims even as the size of the block of business increased
- Made presentations at annual educational seminars for GAs and their staff
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- Member of the senior staff
- Implemented “Full Spectrum Underwriting” at five underwriting sites around the US
- Trained underwriters in impaired risk and older age underwriting and EKG interpretation
- Implemented functional capacity evaluation as risk selection tool for older age market
- Developed and maintained an intranet based Sammons Underwriting Manual
- Provided daily support for underwriters through e-mail, phone and personal contact
- Supported marketing in selling North American as a “Full Spectrum Underwriting Company” with expertise in the senior market
- Fixed mortality issues related to preferred and premier block
- Redesigned lab-testing program to improve risk selection
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- Member of the senior staff
- Trained underwriters in impaired risk and older age underwriting and EKG interpretation
- Updated life underwriting manual to be competitive in the brokerage market
- Implemented functional capacity evaluation as risk selection tool for older age market
- Fixed “year zero mortality” problem by improving cancer and accident mortality
- Redesigned lab-testing program to improve risk selection
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- Trained underwriters in advanced medical underwriting and EKG interpretation
- Trained general agents in EKG interpretation
- Reviewed problem underwriting and claim audit cases
- Built a database of claims to analyze claim trends
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- Provided support for underwriters on life and disability case underwriting
- Trained underwriters at Swiss Re and underwriters of customers on medical underwriting
- Supported marketing in building customer relationships
- Revised sections of life underwriting and disability income manuals
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- Provided support to underwriters for a captive agency force
- Revised life and disability underwriting guides
- Reviewed jumbo cases for the chief underwriter
- Trained underwriters on underwriting issues
- Reviewed life and disability claims
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- Trained underwriters in EKGs and underwriting
- Supported underwriters with cases for the impaired risk brokerage market
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- Trained underwriters in EKGs and underwriting
- Supported underwriters with life and disability income cases for a captive agency force
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