Orange County, California Area
• Managed a portfolio of clients which generated $7 million in gross annual revenue by consistently collaborating with regional brokers and distribution partners.
• Coordinated a pipeline program with distribution partners that led to a hit-ratio increase of 6% and flow increase of 20%.
• Underwent a rigorous six-month training program to learn technical and systematic underwriting skills.
• Consistently adapted to changes in system functions, legal procedure, and inter-company structure by attending workshops and conducting research.
• Analyzed several reports on a weekly basis to identify opportunities for improvement and growth.