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General
About
Commercial Insurance Professional with experience in Underwriting, Managing Accounts, and Managing a Branch Office including operations and staff.
Training & Certifications:
NC Licensed Agent
VA Licensed Agent
CISR Designation
Commercial General Liability Rating (Pictorial Learning Program)
Commercial General Liability Coverage (Pictorial Learning Program)
Commercial Auto Rating (Pictorial Learning Program)
Commercial Casualty (In house LUA course)
Negotiate With Brokers (In house LUA course)
Negotiate With Vendors (SkillPath seminar)
Time Management (NETg course)
Motivate Yourself (NETg course)
Reaching Individual Goals (NETg course)
PRISMS Customized Sales Training Program
Training & Certifications:
NC Licensed Agent
VA Licensed Agent
CISR Designation
Commercial General Liability Rating (Pictorial Learning Program)
Commercial General Liability Coverage (Pictorial Learning Program)
Commercial Auto Rating (Pictorial Learning Program)
Commercial Casualty (In house LUA course)
Negotiate With Brokers (In house LUA course)
Negotiate With Vendors (SkillPath seminar)
Time Management (NETg course)
Motivate Yourself (NETg course)
Reaching Individual Goals (NETg course)
PRISMS Customized Sales Training Program
Professional Experience
Mar 1999 - Mar 2003
(4 years)
(4 years)
Positions of Increasing Responsibility at Lumbermen's
Lumbermen's Underwriting Alliance
Insurance
Lumbermen's Underwriting Alliance
Insurance
Casualty Underwriter for Lumbermen's Underwriting Alliance 6/15/2001 to 3/10/2003 (promoted from Associate Casualty Underwriter)
Review submissions, underwrite and provide quotes for General Liability, Auto and Umbrella coverages for sales office Account Executives. Associate Casualty Underwriter 12/1/2000 to 6/15/2001 (promoted from Casualty Underwriting MGA)
Managing General Agent for the Northland Insurance program. Review submissions, underwrite, rate and provide quotes under the Northland guidelines for General Liability, Auto and Umbrella coverages. Process endorsements, cancellations, certificates and binders. Casualty Underwriting MGA 1/1/2000 to 12/1/2000 Managing General Agent for the Northland Insurance program. Review submissions, underwrite, rate and provide quotes under the Northland guidelines for General Liability, Auto and Umbrella coverages. Process endorsements, cancellations, certificates and binders. Agency Billing Specialist 7/1/1999 to 1/1/2000 (promoted from Agency Assistant)
Receive and process all billing confirmations, endorsements, audits and cancellations. Review invoices from LIG Markets and work with accounting on billing issues. Agency Assistant 3/2/1999 to 7/1/1999
Maintain agency policy/underwriting files. Distribute incoming/outgoing mail. Office clerical duties.
Review submissions, underwrite and provide quotes for General Liability, Auto and Umbrella coverages for sales office Account Executives. Associate Casualty Underwriter 12/1/2000 to 6/15/2001 (promoted from Casualty Underwriting MGA)
Managing General Agent for the Northland Insurance program. Review submissions, underwrite, rate and provide quotes under the Northland guidelines for General Liability, Auto and Umbrella coverages. Process endorsements, cancellations, certificates and binders. Casualty Underwriting MGA 1/1/2000 to 12/1/2000 Managing General Agent for the Northland Insurance program. Review submissions, underwrite, rate and provide quotes under the Northland guidelines for General Liability, Auto and Umbrella coverages. Process endorsements, cancellations, certificates and binders. Agency Billing Specialist 7/1/1999 to 1/1/2000 (promoted from Agency Assistant)
Receive and process all billing confirmations, endorsements, audits and cancellations. Review invoices from LIG Markets and work with accounting on billing issues. Agency Assistant 3/2/1999 to 7/1/1999
Maintain agency policy/underwriting files. Distribute incoming/outgoing mail. Office clerical duties.
Mar 2003 - Jul 2005
(2 years, 4 Months)
(2 years, 4 Months)
Agency Specialist
Lumbermen's Underwriting Alliance
Insurance
Lumbermen's Underwriting Alliance
Insurance
Review A.M. Best Ratings, credit reports and license status of potential markets. Administration of Progressive Auto Insurance program which includes providing quotes for sales office Account Executives. Administration of Fidelity Flood Program which includes providing quotes for sales office Account Executives. Agency file audits (review and analyze account files to ensure compliance of agency guidelines) and quarterly reports. Monitor and process all surplus lines filings for several states. Order MVR’S for sales office submissions.
Sep 2005 - Feb 2007
(2 years)
(2 years)
Commercial Transportation Underwriter
Insurance House
Insurance
Insurance House
Insurance
Review submissions, underwrite and provide quotes for heavy trucks, tractor/trailers,
light/medium service trucks, taxis under Canal Insurance Company, Stratford Insurance Company and Great American Insurance Company guidelines for several NC and VA agents. Coverages quoted include Liability, Phys Dam, Cargo, Trailer Interchange, Non-Trucking/Bobtail and Truckers Excess or Umbrella. Process policies, endorsements, cancellations, certificates, binders and order Motor Carrier filings.
light/medium service trucks, taxis under Canal Insurance Company, Stratford Insurance Company and Great American Insurance Company guidelines for several NC and VA agents. Coverages quoted include Liability, Phys Dam, Cargo, Trailer Interchange, Non-Trucking/Bobtail and Truckers Excess or Umbrella. Process policies, endorsements, cancellations, certificates, binders and order Motor Carrier filings.
Feb 2007 - Feb 2012
(5 years)
(5 years)
Office Coordinator
Lumbermen's Underwriting Alliance
Insurance
Lumbermen's Underwriting Alliance
Insurance
Supervise, educate and provide guidance to the administration staff. Oversee all aspects of workflow within the office and assure all procedures are followed. Manage accounts. Provide assistance to the Regional Manager and Account Executives. Underwrite and provide quotes for new property prospects. Establish good relationships with markets/brokers. Check accuracy of renewal submissions and quotes. Keep reports accurate and up to date. Process surplus lines filings.
More about Sandie Meier, CISR
First Name
Sandie
Last Name
Meier, CISR
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