brian schaefer

Review fleet auto, inland marine, umbrella, and commercial package quotes or policies - Authority to approve, decline or non-renew policies

* Supervised 30 underwriters and CSR’s * Created a department attendance policy that was adopted by the entire organization * Directed the Operation’s department office move from Bedford Park to Burr Ridge * Decreased the incoming call abandonment rate to 5% or less for a team that received 2,000 calls a day * Maintained the 1 day service level agreement for endorsement and new business review * Interviewed all potential employees for the Operations department * Administered 90-day introductory and annual employee reviews * Developed incentive programs to encourage peak performance and teamwork * Created training documents and trained all new employees

* Audit policies for garaging zip code discrepancies, correct vehicle classifying/rating, Accident Prevention certificates, and Business Trade Association (BTA) memberships. Helped recapture over $3 million in premium in 2013 through these audits. * Audit books of business * Trained our outsourced reps in using the department's computer system

* Underwrite new business submissions, endorsements, and renewal policies nationwide * Maintain metrics at 90% or higher for policy audits, service level agreements, and call quality * Review non-fleet auto and business owner package quotes or policies * Serve as a mentor and referral source for other underwriting assistants * Communicate market direction, company strategy, and underwriting decisions with agents * Effectively work within given time constraints for new business submissions and renewal policies * Keep current with changing rates, underwriting procedures, and market direction * Use public sources to confirm data accuracy in insurance applications * Prepare files for underwriter review when authority level has been exceeded * Analyze account profitability by approving and modifying quotes or policies in order to retain and grow profitable books of business * Solve agent problems regarding billing, rating, and system errors * Experience with multiple computer programs such as the Microsoft Office Suite, Reference Connect, and many Allstate proprietary software programs

* Resolved complex billing questions, technical issues, and customer complaints * Received Top Service Provider Award 2 times in 2015 and 7 times in 2014 * Assisted the company’s call center transition from Texas to Illinois by writing the underwriting guidelines manual for Texas and became the point of contact for all Texas customers and agents * Trained sales district managers on the company underwriting guidelines * Tested rate revision programs before they were deployed to the agent force * Handled all SR-26 filings and reviewed for errors before the filings were submitted to their respective State

* Managed the auto book of business for 4 states * Resolved billing issues and processed policy payments * Quoted and processed endorsements on existing policies * Reviewed insurance applications to determine degree of risk and acceptability per company guidelines

* Project manager for multiple line of business audits * Identified emerging trends and unprofitable classes of business to be further reviewed * Created and maintained Excel spreadsheets for each line of business audit * Delegated over 50,000 policies to be reviewed by underwriters assigned to work the audits * Managed and mentored 10 temporary employees * Tracked project progress and reported the results to leadership on a weekly basis