I am a surety professional with 30 years of extensive experience. With my diverse and unique surety background, I am looking to expand my career in the industry in a position that will offer a stimulating and challenging work environment.
Overview
32
32
years of professional experience
Work History
Director of Operations
Ascot Group
New York
09.2022 - Current
Report to the head of Surety.
Oversee daily operations to ensure compliance with company standards.
Developed and implemented operational strategies to enhance efficiency.
Manage day-to-day operations of a surety operations team.
Conduct performance reviews for direct reports, and provide feedback for improvement opportunities.
Communicate clear and consistent messages regarding departmental goals to produce desired results.
Lead Subject Matter Expert for the implementation of the Bond-Pro NG surety system in collaboration with Ascot IT and Bond-Pro developers.
Created Bond-Pro Step-by-Step User Guide.
Developed test cases for testing in all lower environments of Bond-Pro NG.
Appointed liaison for direct engagement with the Bond-Pro NG team post go-live.
Create and manage all tickets, and manage them through the Bond-Pro Customer Portal.
Lead role for deployment of Bond-Pro releases, ensuring thorough testing of enhancements and bug fixes in lower environments.
Manage the agency appointment process with the compliance and licensing team.
Ensure monthly premium and renewals are processed by month-end.
ASSOCIATE UNDERWRITING SUPERVISOR, SURETY SYSTEMS & VENDOR SUPPORT
AMYNTA SURETY SOLUTIONS
07.2021 - Current
Responsible for optimizing East region support workflow processes, working with Underwriting and Associate Underwriting staff.
Supervise, train and mentor East Region Associate Underwriting staff.
E-filing support responsibilities for assigned region.
Booking support for assigned region including new, renewal, endorsement, cancellation/reinstatement, bond closure transactions and use of external systems including FMCSA, NMLS, Surepath, Surety 2000 as needed.
Maintain accurate list of advance renewals and share with assigned region on a monthly basis in order to obtain underwriting approval of renewals to be booked.
Support billing discrepancies and receivables collection for assigned business working in conjunction with Finance billing & collections team and serving as primary point of contact for agency outreach on receivables.
Build relationships with counterparties at assigned agencies.
General support for assigned underwriters/territories including account and agency maintenance (systems data entry and maintenance, new agency setup requests and POA's).
Support agency licensing compliance as needed.
Assist with Quality Control initiatives as requested.
Indemnity Agreement support for assigned regions including inbound indemnity agreement review, coordination with Claim/Legal, indexing, e-filing and physical fire-proof cabinet storage.
Assist Underwriting and Claim/Legal Departments as requested with general underwriting, reporting, forms or systems needs.
Develop Surety system priorities index inclusive of both maintenance and larger enhancements.
Develop and oversee test plans and Surety testing staff required for sign-off on changes.
Develop technical specifications in support of requested ABS changes, working with Surety and Amynta IT staff as needed.
Lead Surety system priorities meeting with Surety and Associate Underwriting staff as needed in order to assess priorities and preferred outcomes.
Serve as primary point of contact for the Surety and Associate Underwriting team relative to Surety systems issues and questions.
Serve as primary point of contact for Amynta IT on Surety system requests and for testing support.
ASSOCIATE UNDERWRITER
AMYNTA SURETY SOLUTIONS
07.2020 - 07.2021
Company Overview: (PURCHASED ASPEN SURETY)
Handle primary Associate Underwriter duties for assigned Underwriters: Account and Agency Maintenance; Underwriting, research, and documentation support; New, renewal, endorsement booking; Bond form and Indemnity review and preparation.
Build broker relationships through daily communication and face-to-face meetings.
Manage large Commercial, Commercial Contract and Contract book.
Currently handle 263 accounts with an active exposure of $965M.
Work with finance and brokers to clear aged premium and/or billing discrepancies.
Created best practices and formal procedures for Surety team.
Redevelopment of Surety Specification (Aspen Surety system) to support the new Amynta environment, inclusive of all necessary Surety systems and support functionality.
Serve as primary/lead system tester including development and documentation of testing plans and results.
High level of involvement with the transition from Aspen Surety to Amynta Surety Solutions related to billing change over, writing company transition, new agency appointment set-up, etc.
(PURCHASED ASPEN SURETY)
ASSOCIATE UNDERWRITER
ASPEN SURETY
01.2015 - 07.2020
Handled primary Associate Underwriter duties for assigned Underwriters: Account and Agency, Maintenance; Underwriting, research, and documentation support; New, renewal, endorsement booking; Bond form and Indemnity review and preparation.
Built strong broker relationships through daily communication and face-to-face meetings.
Managed large Surety book (Commercial, Contract & Commercial Contract).
Provided multiple Sr. VP's various monthly and quarterly compliance controls.
Worked with finance and brokers to clear aged premium and/or billing discrepancies.
Created best practices and formal procedures for Surety team.
Trained multiple Associate Underwriters in all aspects of the job.
Development of a comprehensive Surety Specification inclusive of all necessary Surety systems and support functionality.
Development of Surety platform that included account, agency, and other party demographics, booking flows and edits inclusive of endorsements, admiralty counterparty demographics, reports, alerts, critical compliance edits, premium file requirements and administrative functions.
Served as primary/lead system tester including development and documentation of testing plans and results.
TEAM LEADER, HARTFORD BOND
HARTFORD FINANCIAL SERVICES
01.2001 - 01.2015
Managed the operations of the Pennsylvania Regional Office. This included having one direct report and implementing best practices and procedures for consistency purposes and the handling of all issues and challenges.
Trained multiple Underwriting Assistants throughout the country.
Managed large Commercial Contract accounts.
Handled Account and Agency Maintenance; Underwriting, research, and documentation support; New, renewal, endorsement booking; Bond form and Indemnity review and preparation; Maintained broker relationships.
Continuous involvement with many projects and initiatives during my 14 years at The Hartford: Core team member of Six Sigma efficiency project; Participated in the development and testing of a new underwriting/billing system (EDM); developed and implemented best practices and procedures for regional offices; participated in efficiency changes.
Other Titles/Positions during my employment: 2005-2012 - Senior Underwriting Assistant, 2003-2005 - Commercial Surety Underwriter, 2001-2005 - Senior Administrative Assistant
CUSTOMER SERVICE REPRESENTATIVE
ROSENBERG & PARKER, INC.
01.1999 - 01.2001
Executed Bid Bonds, Performance/Payment Bonds, Consents of Surety, Maintenance Bonds, Commercial Surety Bonds and Contract Status Inquiries for assigned accounts.
Processed invoices and managed all renewals for assigned accounts.
Reported all bond activity and provided underwriting information to the Surety Companies.
CUSTOMER SERVICE REPRESENTATIVE
MOTEN ASSOCIATES
01.1994 - 01.1999
Executed Bid Bonds, Performance/Payment Bonds, Consents of Surety, Maintenance Bonds, Commercial Surety Bonds and Contract Status Inquiries for assigned accounts.
Processed invoices and managed all renewals for assigned accounts.
Reported all bond activity and provided underwriting information to the Surety Companies.
Prior to Surety, handled insurance policy renewals for small/medium size insurance accounts, reviewed coverages and reported claims to insurance carriers.