Patty H.

WORK HISTORY

EDUCATION

ABOUT PATTY H.

Marketing/ Sales/ Underwriting• Developed and implemented marketing direction for a territory of agencies throughout San Diego. Responsibilities included construction of yearly business plan, bi-weekly company visits enhancing agents on product knowledge, analysis of monthly volume with respect to production and loss ratio and the consultation on new and future market products.• Researched and developed strategies to capitalize on market opportunities and increase sales with respect to company philosophies.• Responsible for all underwriting functions for all agents assigned in territory. Duties include inspection of risks, analysis of writing eligibility, determination of appropriate coverage/ forms and the negotiation of contract pricing.• Responsible for all claims handling on written accounts for all agents in assigned territory. Duties include claims analysis and coverage determination/ eligibility, implementing and assigning appropriate reserve for all losses and guidance and educating of outside adjusters on product forms/coverage.• Handled all accounting requirements for assigned agents. Duties include management of account payment/ overdue reports, authorization of eligibility for reinstating accounts and development of strategies to limit unfavorable accounting history. • Educated and aided in the implantation and training of replacement cost evaluator for all risks written within company.Specialties: Strong Marketing/ Communication Skills