CapSpecialty Insurance | Hartford, CT | ~2 yrs
Develop new and existing accounts with an emphasis on profitability and a particular focus on determining eligibility of Managed Care entities. Responsible for underwriting and client account servicing.
• Establish and maintain a high level of relationship management with key clients.
• Provided excellent customer service by prioritizing tasks, responding to inquiries in a timely manner and assisting with technical issues.
• Analyzed risk, exposure, loss and coverage Errors and Omission insurance with healthcare companies.
• Responsible for assisting business brokers with inquiries of coverages, pricing, and endorsements.
• Researched industry compliance and legal trends in order to deliver given market conditions
• Negotiated profitable new opportunities and maintained renewal book of business
• Maintained organization underwriting guidelines consistent with regulatory requirements and company best practices

Custom Fit by Lisa | Simsbury, CT | 13 yrs (concurrent)
Business Development and Management, Health Coach and Personal Trainer. Successfully created business that provides sound health, wellness and nutritional advice to a wide variety of clients to help them make successful behavior changes and improve their lives.
• Provide in-person and telephonic health coaching and fitness training to develop measurable behavior change and improvement. Work collaboratively one-to-one with individuals or groups.
• Establish client’s baseline health and determine opportunities for improvement through comprehensive wellbeing assessment. Use motivational interviewing to gain insight into meaningful drivers of behavior. Develop unique, individual fitness programs that use an action plan to facilitate behavior change and measure the results to help realize health goals.
• Nutritional counseling telephonic practice focuses on guidance that inspires clients to develop a healthy approach to eating. Using a dietary assessment identify barriers and determine opportunities for improvement. Track progress for macros, weight, food log and behavioral change goals, and strategize with clients during weekly sessions to overcome barriers.

Chubb Healthcare | Simsbury, Connecticut
Senior Healthcare Underwriter | 4yrs, Healthcare Underwriter | 4yrs
• Analyzed risk, exposure, loss and coverage information for Directors & Officers insurance for healthcare companies. Responsible for developing and maintaining productive relationships with large brokers including Marsh and Aon for new and renewal books of business.
• Oversaw strategic and tactical achievement of underwriting goals by ensuring appropriate pricing of contracts. Held authority of up to $10,000,000 for complex risks and made recommendations for deal structure and risk analysis to ensure profitability. Demonstrated success in negotiating profitable deals while using strong critical thinking and problem-solving skills.
• Accountable for achieving strong financial results including new business production, renewal retention, rate initiatives and service metrics. Maintain organizational underwriting guidelines consistent with regulatory requirements and company best practices.