Paul Fedi
Very Happily Retired!
- Role
- Director and Chief Underwriter at Equitable
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Paul Fedi
A highly motivated results-oriented professional with extensive life insurance…
Experience
Director and Chief Underwriter
May 1989 — Present · Syracuse, NY, US
Responsible for the direction, leadership and management of 30+ life underwriters, across multiple locations, who support our General Retail Advisors. Provide prompt, cost-effective and accurate risk classifications while complying with legal regulations and company policies on life insurance applications balancing mortality, sales and expense expectations. Business team lead for Life Underwriting Predictive Analytics development, implementation, field training and performance monitoring. Winner of the 2013 AXA Innovation Award. Serve as a member of the Senior Risk Management team to develop and implement strategic underwriting policy and procedures, best practices, continuous process improvement and integrate new technological platforms. Act as a resource to underwriters by providing training and mentoring on complex medical and financial cases as well as field communication. Maintain open communication and partner with agency personnel, associates, life wholesalers and branch managers in order to develop strong relationships, promote trust and drive proprietary life business sales.$25 million approval authority for individual and survivorship products (unlimited co-sign authority).
Education
Binghamton University
Bachelor's degrees
1983 — 1987
Skills
- Strategic Financial Planning
- Oral and Written Communication
- Portfolio Management
- Process Improvement
- Financial Risk
- Reinsurance
- Term Life Insurance
- Analytical Reasoning
- Problem Analysis and Resolution
- Performance Management
- Financial Services
- Relationship Management
- Predictve Analytics (Life Underwriting)
- Insurance
- Team Building and Coaching
- Business Process Improvement
- Life Insurance
- Underwriting
- Finance
- Financial Planning
- Team Leadership
- Continuous Improvement Focus
- Customer Service
- Teamwork
- Multi-Site Team Management
- Risk Management
- Leadership
- Actuarial Science
- Training
- Fixed Annuities
- Large Case Underwriter
- Strategic Planning
- Change Management
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